Graduate Account Executive

5 days ago


Brisbane, Australia WTW Full time

As a Graduate Account Executive, you will work alongside senior members of the team to contribute to the management and growth of the Construction Practice, ensuring that client risk management and insurance needs are identified and met or exceeded. Responsibilities will involve invoicing, client servicing, preparation of client documentation, assistance with claims management, handling of smaller strategic accounts/minor classes of large accounts, client database management and liaison with underwriters.

**The Role**:

- Provide assistance to senior brokers when required to effectively manage and help 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
- Working alongside senior brokers in the management of 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
- Under the direction of a senior broker handle smaller insurance classes and potentially own a portfolio of up-and-coming clients
- Maintain comprehensive client data on WTW systems, facilities and databases
- Collaboration with the Claims Team to respond to client claims enquiries, provide advice on the claims process and maintain the claims database as required
- 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
- 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
- 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 your Tier 1 qualifications
- A focus on excellence and the ability to produce accurate work
- An interest in general insurance and/or construction is a must


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