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Account Executive
3 weeks ago
The Account Executive will effectively contribute to the management and growth of a portfolio of clients ensuring that their risk management and insurance needs are identified and met. The role will also provide assistance to senior brokers as and when required.
Key areas of accountability will include all aspects of client servicing, including preparation of client documentation, assistance with claims management, client database management and liaison with underwriters.
**The Role**
- Prepare client documentation and invoices, for example, renewal questionnaires, quote slips, client insurance manuals, 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 Willis Towers Watson in a professional manner.
- Maintain comprehensive client data on Willis Towers Watson systems, facilities and databases
- Compare renewal terms with the previous year and advise 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 standard are achieved and timely settlement of claims.
- Undertake professional development
- Contribute to the overall achievement of the new business target on an annual basis for the team.
- Ensure accuracy and quality of pipeline on a regular basis.
- Ensure premium funding 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
**The Requirements**
- Degree qualified in any discipline - Not Essential
- Tier 1 Broking Compliance qualification or willingness to work towards this
- Sound oral and written communication skills both on individual and small group basis.
- Excellent report writing and correspondence skills.
- Ability to prioritise work, manage deadlines and work under pressure.
- A team player with ability to demonstrate credibility and gain trust.
- Proficient in all MS Office products.
- Experience using eGlobal is desired but not essential
- A quick learner and the desire to take on additional duties when required.
**In the spirit of reconciliation WTW acknowledges the Traditional Custodians of country throughout Australia and their connections to land, sea and community. We pay our respect to their Elders past and present and extend that respect to all Aboriginal and Torres Strait Islander peoples today.
