Client Relationship Manager and Insurance Solutions Specialist

3 days ago

Melbourne, Victoria, Australia WTW Full time
About the Role

We are seeking a highly skilled Client Relationship Manager and Insurance Solutions Specialist to join our Middle Office team, focusing on the management and growth of our Health and Benefits Practice. In this role, you will ensure that client risk management and insurance needs are identified and met while providing support to both our Client Service team and Sales team (Front Office) and the Global Delivery Centre (GDC) team based in Manila (Back Office).

Key Responsibilities
  • Provide expert support to clients by managing their insurance programs and delivering high-quality services.
  • Prepare accurate and comprehensive client documentation, including renewal reports, quote slips, placing slips, education flyers, presentations, and invoice documents.
  • Develop and maintain strong relationships with insurers, clients, and other key stakeholders (internal and external), representing WTW professionally.
  • Liaise with insurers on renewals, termination, and installation in conjunction with the GDC back office team and Consultant.
  • Offer valuable input and feedback on improving clients' policy structures and wordings where necessary.
  • Consolidate insurer responses; review and negotiate terms (when required) with insurers in conjunction with Consultants.
  • Maintain comprehensive client data on WTW systems.
  • Manage workflow between Consultants and GDC back office team to ensure service levels are achieved.
  • Effectively manage debtor collections in accordance with the terms of trade.
  • Lead and coach less experienced colleagues to cultivate a thorough understanding of insurance markets and offerings, enabling them to negotiate effectively with insurers and prepare strong proposals through mentorship and practical guidance.
  • Support and work closely with the Head of Operations & Excellence to identify opportunities to simplify and improve processes.
  • Act as the main point of contact for consistently working with the GDC back office team to ensure timely and accurate delivery of tasks on agreed processes and conduct trainings, when necessary.
  • Act as an escalation point for the GDC back office team.
  • Demonstrate strong project management skills to manage timelines and support Consultants on renewals matters, especially on remarketing projects.
  • Keep the GDC teams informed about changes to Australian regulatory issues, carriers' updates, and contact lists to ensure alignment between the teams.
  • Assist on ad-hoc projects and initiatives.
Requirements
  • A strong background in insurance and client relationship management.
  • Excellent communication and interpersonal skills.
  • Ability to work collaboratively within a team environment.
  • Strong analytical and problem-solving skills.
  • Familiarity with WTW systems.
  • Experience in managing complex client relationships and insurance programs.
  • Highly organized with excellent time management skills.
  • Competitive salary: $80,000 - $100,000 per annum (dependent on experience).
  • Ongoing professional development opportunities.

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