Account Executive
vor 1 Monat
The Account Executive will effectively contribute to the management and growth of a portfolio of clients within a dedicated Team ensuring that their risk management and insurance needs are identified and met.
The role will also provide assistance to senior brokers within the Team 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, and 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 WTW in a professional manner. Maintain comprehensive client data on WTW systems, facilities and databases. Compare renewal terms with the previous year and advise the 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. Contribute to the overall achievement of the new business target on an annual basis for the team. Ensure premium funding is 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 Experience in the insurance or insurance broking industry. Experience using Insurer Sunrise Platforms. Tier 1 Insurance Broking qualification. Sound oral and written communication skills both on an 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 in particular Word and Excel. Good understanding of internet and intranet applications and usage. A quick learner and the desire to take on additional duties when required. #J-18808-Ljbffr
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