Job Description

Posted 3 years ago

As an Account Executive in our Commercial team you will 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 support to senior brokers 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 such as invoice documents, renewal questionnaires, quote slips, client manuals
  • 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 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
  • Respond to client claims enquiries and provide advice on the claims process
  • Liaise with insurance assessors as required
  • Manage workflow and diary systems, ensuring agreed claims standards are achieved and timely settlement of claims
  • Maintain the claims database ensuring timely updating of all information
  • Contribute to the overall achievement of new business targets on an annual basis

 

The Requirements
  • Qualifications in accordance with the Financial Services Reform Act (minimum Tier 1 Broking Compliance) as required for your role
  • Sound oral and written communication skills both on an individual and small group basis
  • Excellent report writing and correspondence skills
  • The 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
  • Experience using eGlobal is desired but not essential
  • A quick learner and the desire to take on additional duties when required

Equal Opportunity Employer

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