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Senior Account Executive
2 months ago
The Senior Account Executive will play a key role in managing and growing a portfolio of clients, ensuring their risk management and insurance needs are met. This involves working closely with senior brokers to provide assistance and support as needed.
Key Responsibilities:- Prepare and review 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 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 ensure 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 relevant legislative requirements.