Account Executive

18 hours ago

Melbourne, Australia WTW Full time

**The Role**:

- Provide assistance to senior brokers when required and effectively manage and grow a portfolio of clients ensuring that their risk management and insurance broking needs are identified and met.
- Accurately prepare client documentation such as renewal questionnaires and reports, quote slips, placing slips, client manuals, confirmation of covers and invoice documents, including premium funding quotes
- Provide support to senior brokers in managing larger clients’ insurance, risk management and programs, ensuring the delivery of high-quality services
- Develop and maintain relationships with insurers, clients and other key stakeholders (internal and external), representing WTW in a professional manner
- Handle smaller insurance classes of major clients and potentially own portfolio of up and coming/strategic clients
- Maintain comprehensive client data on WTW systems, facilities and databases
- Respond to client claims enquiries, provide advice on the claims process and maintain the claims database
- Liaise with insurance assessors as required
- Manage workflow and diary systems, ensuring agreed claims standards are achieved with timely settlement of claims
- Contribute to individual and team annual new business targets ensuring they are met
- Ensure pipeline accuracy and quality is maintained on a regular basis
- Debtor collections are managed in accordance with terms of trade
- Comply with all Company policies and procedures
- Achieve and maintain compliance with relevant AU regulations
- Undertake professional development when required

**The Requirements**:

- An innovative thinker with the ability to collaborate and work in a team
- The want to grow, improve and achieve - and support the team to exceed client servicing and budgetary expectations
- Proactive support of clients and the team
- 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 the ability to demonstrate credibility and gain trust
- Proficient in all MS Office products, particularly Excel
- Experience using eGlobal is desired but not essential
- A quick learner with the drive to take on additional duties when required
- Preferably degree qualified in any discipline
- You have, or are prepared to undertake, and maintain compliance with the Financial Services Reform Act Tier 1 education requirement (e.g. Diploma of Financial Services, Insurance Broking) within
- The ability to work autonomously with mínimal guidance
- A focus on excellence and the ability to produce accurate work
- A background in general insurance and construction is preferred, although not essential

**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.

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