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Job description

The Role

The ideal candidate will have significant prior experience of placing financial lines insurance for a range of industries and sectors; within the role they will have the responsibility of supporting a portfolio of clients and prospects with accountability for retention of clients, new business development, client strategy & market placement.

They will manage and develop client and Willis Towers Watson relationships and grow the portfolio within the business unit. The person will be joining a very successful and dynamic team and therefore we're seeking attributes in a candidate that will add value to this strong team.

FINEX is the specialist team within Willis Towers Watson focusing on placing Directors & Officers Liability, Professional Indemnity, Pension Trustee Liability, Prospectus Liability and Crime Insurance. This role is within the Directors and Officers / Management Liability Practice.

Language skills will be advantageous but not critical.

Client Relationship Management
  • Work with senior colleagues to 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
  • Draw on expertise within specialist technical teams within the BU and across the Group for clients as required
  • Support senior colleagues to determine appropriate solutions, structure, price and placement strategies that meet the clients' needs and deliver profitable business for a range of clients

Placement Management
  • Manage compliant processing of contracts as per FCA and contract certainty requirements
  • Assist with loading of data into the relevant Willis Towers Watson Systems

Operational and Service Delivery
  • Support and deliver the end to end ongoing client service, adhering to standardised policies, procedures and service standards
  • Support the BU in accurate budgeting, forecasting and tracking of revenue
  • Deliver high levels of client service support in line with standard operating procedures
  • Communicate effectively with clients, associates, markets and others where appropriate to maximise service delivery levels
  • Working with senior colleagues in the 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

The Requirements
  • Preferably educated to A-level or relevant industry experience
  • Preferably CII Qualified but not critical
  • Proven track record of supporting teams to deliver high levels of client service
  • Proven sales track record
  • Practical knowledge of supporting account development and appropriate tools to achieve this aim
  • Good communication skills
  • Experience of working with and adhering to processes and systems to support client service delivery
  • In depth knowledge of Financial Lines products and corresponding financial and client sectors.

Opportunity Employer

Job Sector
Media, Digital & Creative
Job Position
Account Executive
London, UK Show on map
Post date
Closing date

How would you fit?

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