Insurance Account Manager

4 weeks ago

Sydney, New South Wales, Australia Willis Towers Watson Full time
Job Summary

We are seeking a highly skilled Insurance Account Manager to join our team at Willis Towers Watson. The successful candidate will be responsible for managing a portfolio of clients, ensuring their risk management and insurance needs are met. Key responsibilities include preparing client documentation, assisting with claims management, and developing and maintaining relationships with insurers and clients.

Key Responsibilities
  • Prepare client documentation, including renewal questionnaires, quote slips, and client insurance manuals.
  • Ensure 100% accuracy of documentation prepared 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 Willis Towers Watson 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 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.
  • Contribute to the overall achievement of the new business target on an annual basis for the team.
  • 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.
Requirements
  • Experience in the insurance or insurance broking industry.
  • Experience using Insurer Sunrise Platforms.
  • Tier 1 Insurance Broking qualification.
  • Sound oral and written communication skills, both on an individual and small group basis.
  • Excellent report writing and correspondence skills.
  • Ability to prioritize work, manage deadlines, and work under pressure.
  • A team player with the ability to demonstrate credibility and gain trust.
  • Proficient in all MS Office products, particularly Word and Excel.
  • Good understanding of internet and intranet applications and usage.
  • A quick learner and the desire to take on additional duties when required.

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