WTW
Account Executive-FINEX
City of London
Posted about 17 hours ago
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Join as an Account Executive -FINEX within the WTW Financial Institutions team.
Responsible for a portfolio of predominantly UK based clients and prospects with accountability for retention and servicing of clients and new business development. The successful individual will manage and develop client and WTW relationships and grow portfolio within the business unit.
The Role
Client Relationship Management
- Understand the clients’ business and risk management needs and look for solutions to deliver those needs through the provision of ongoing service
- Understand, apply and where necessary explain the BU policies and procedures
- Establish and maintain active relationships with our clients and retail offices
- Provide technical, industry and subject matter expertise where required
- Draw on expertise within specialist technical teams within the BU and across the Group for clients as required
- Liaise with clients and build strong relationships
- Determine appropriate solutions, structure, price and placement strategies that meet the clients’ needs and deliver profitable business for a range of clients
- Grow existing portfolio by identifying new, and/or existing opportunities
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Business Development
- Responsibility for supporting the drive of the sales process and business area practice activity in relation to winning, retaining and developing profitable new clients.
- Assist with the development and maintenance of prospects including research, initiation of contact, meetings, responding to RFPs, new business presentations, accurately maintaining CRM database in order to create and convert sales opportunities.
- Respond quickly and accurately to new business introductions
- Actively identify opportunities to work with colleagues across the business to capitalize on account penetration and cross selling opportunities
- Develop and maintain knowledge of relevant products and services offered by Willis
- Networking – internally with other BUs, within the sector, and with external specialists
Placement Management
- Ensure transparency of agency and other commitments made to carriers and clients
- Manage compliant processing of contracts as per FCA and contract certainty requirements
- Assist with loading of data into the relevant WTW systems
- Check policies, market presentations and client documentation as appropriate
- Lead and deliver the end-to-end ongoing client service, adhering to standardized policies, procedures and service standards
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Operational and Service Delivery
- Proactively develop appropriate solutions and proposals for clients to ensure optimum client retention rates
- Communicate effectively
- Development of service plans that define the engagement and timing of engagement with the client
- Manage KPIs/SLAs to ensure targets are met
- Ensure adherence to Group policies, procedures and all regulatory requirements
- Provide feedback on corrective action required to retain clients or enhance process performance, actively supporting the implementation of any actions that are put in place
Other
- Support Willis management to manage the BU risks
- Any other duties commensurate with position or level of responsibility
- Maintain relevant qualifications required for the role
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Skills
Client relationship management
Business development
Insurance industry knowledge
Risk management
Account management
Negotiation
Influencing
Communication
Technical insurance expertise
Sales process
Portfolio management
Contract management
Regulatory compliance
Networking
Strategic planning