Senior Account Executive
2 days ago
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. The role will also provide assistance to senior brokers as and when required.
Key Responsibilities:- Prepare client documentation and invoices, including renewal questionnaires, quote slips, client insurance manuals, and premium funding quotes.
- Ensure 100% accuracy of documentation prepared and obtain approval for all client documentation 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 (internal and external), 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 in conjunction with the offshore Operations Support team (Mumbai) to ensure the preparation and delivery of documentation.
- Liaise with Operations on any issues the team may be having and provide suggestions for improvement.
- Respond to client claims enquiries and provide advice on the claims process.
- Manage workflow and diary systems, ensuring agreed claims standards are achieved 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 the relevant legislative requirements.
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