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Job description

The Role
  • Client Portfolio Management
    • Develop a strong relationship with clients, understanding their insurance needs and ensuring that these are fulfilled
    • Understand changes in client circumstances to ensure that the cover provided continues to match their needs
    • Where a client's needs cross over into other specialties will liaise with other Willis divisions to ensure that Willis maintains a consistent approach
    • Understand, apply and where necessary explain the business unit policies and procedures.
    • 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
    • Grow existing portfolio by identifying new from existing opportunities
  • Retention and Growth
    • Working with the Account Executives to ensure that:
    • Client retention is maintained
    • Cross-sell and up-sell opportunities are fulfilled
    • Encourage new business referrals and recommendations from existing clients
    • Undertake renewal market presentations/negotiations and make appropriate recommendations to clients
    • Respond quickly and accurately to day to day client service requirements and new business introductions
    • Maintain a detailed knowledge of products and services offered by Willis
  • Placement Management
    • Work closely and maintain working relationships with the market contacts (and the Broking Team) as required
    • Ensure compliant processing of contracts as per FCA and contract certainty requirements
    • Check policies, market presentations and client documentation as appropriate
    • Deliver optimisation of revenue from new and existing clients through the use of the full range of appropriate placement channels, facilities and markets for the specific client segment of the business
  • Operational
    • Always operate within the business procedures and requirements
    • Proactively develop appropriate solutions and proposals for clients to ensure optimum client retention rates
    • Communicate effectively with clients, associates, markets and others where appropriate to maximise service delivery levels

The Requirements
  • Relevant insurance industry experience
  • Good knowledge and understanding of the insurance market both UK and Internationally
  • Preferably educated to degree level or relevant industry experience
  • A proven track record of delivering superior levels of client service through a large scale, matrixed operational function
  • Strong communication, negotiation and influencing skills
  • Good understanding of Insurance products and services
  • Strong skills in problem solving, planning and budgeting


Equal Opportunity Employer

Learn more about Willis Towers Watson

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.

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