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
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
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.
Be unique. Be authentic. However you prefer to say it, we really mean it. Our culture
embraces people’s diverse perspectives and creates a positive environment where everyone
belongs. We’re determined to build a better, more connected world for everyone.