Senior Account Executive

1 day ago

Sydney, New South Wales, Australia WTW Full time
Job Title: Senior Account Executive

The Senior Account Executive will play a key role in the management and growth of a portfolio of clients, ensuring their risk management and insurance needs are identified and met. This role will also provide support to senior brokers as needed.

Key Responsibilities:
  • Prepare client documentation, including renewal questionnaires, quote slips, and client insurance manuals, with 100% accuracy and obtain approval prior to distribution.
  • Provide support to Senior Brokers in managing larger clients' insurance, risk management, and programs.
  • Develop and maintain relationships with insurers, clients, and other key stakeholders, representing WTW in a professional manner.
  • Maintain comprehensive client data on WTW systems, facilities, and databases.
  • Compare renewal terms with the previous year and advise the broker of any changes.
  • Work with the offshore Operations Support team to ensure the preparation and delivery of documentation.
  • Liaise with Operations on any issues and provide suggestions for improvement.
  • Respond to client claims enquiries and provide advice on the claims process.
  • Manage workflow and diary systems to achieve agreed claims standards and timely settlement of claims.
  • Contribute to the overall achievement of the new business target on an annual basis for the team.
  • Ensure the accuracy and quality of the pipeline on a regular basis.
  • Ensure premium funding is offered to all clients, debtor collections in accordance with terms of trade, and no client placements outside of approved insurers.
  • Achieve and maintain compliance with relevant legislative requirements.

This role requires strong communication and organizational skills, with the ability to work effectively in a team environment. The successful candidate will have a strong understanding of the insurance industry and be able to provide excellent client service.

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