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Description
Summary:
In conjunction with Account Director, understand the clients’ business and risk management needs and look for solutions to deliver those needs through the provision of ongoing service
The Role
Client Relationship Management
- In conjunction with Account Director, 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 with the BU and across the Group for clients as required
- Identify primary budget holders and decision makers within clients, establish and maintain active relationships with these people
- Liaise with clients and build strong relationships
- Determine appropriate solutions, structure, price and placement strategies, meet the clients’ needs and deliver profitable business for a range of clients
- Grow existing portfolio by identifying new, and/or existing opportunities
- Work alongside (and provide direction as appropriate) to the CSE service team
Business Development
- Responsibility for supporting the sales process and business area practice activity in relation to winning, retaining and developing profitable new clients.
- Actively identify opportunities to work with colleagues across the business to apitalize on account penetration and cross selling opportunities
- Develop and maintain knowledge of relevant products and services offered by WTW
- Networking – internally with other Bus, within the sector, and with external specialists (lawyers, TPAs, insurers).
- Support REP in implementation of consistent sales disciplines to achieve their New Business targets
- Work with team colleagues to develop winning proposals for prospects, where required
- Ensures feedback is obtained regularly from clients on WTW performance in the format agreed with clients
Placement Management
- Work closely and maintain working relationships with key market contacts (and the Broking Team), as required
- Assist with the design of programme and pricing structures to best meet the client’s needs based on knowledge of the client, the insurance market and industry sector proposition
- Deliver optimisation of revenue from new and existing clients through the use of the full range of appropriate placement channels and markets for the specific client segment of the business
Operational and Service Delivery
- Support the BU in accurate budgeting, forecasting and tracking of revenue
- Deliver high levels of client service in line with standard operating procedures
- 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
- 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
Qualifications
The Requirements:
- Preferably ACII qualified or working towards the ACII qualification
- Enthusiasm, perseverance and driven to succeed
- Proven track record of delivering high levels of client service
- Team Player
- Attention to detail and quality – ‘right first time’ mentality
- Proven ability to service ‘volume’ business
- Client Relationship Management – proven track record of delivering high levels of client service
- Experienced knowledge of insurance markets to identify opportunities and deal effectively with client and WTW needs
- Strong communication and negotiation skills
- Skilled at building effective relationships, at all levels, with clients, prospects, associates, insurers and external specialists
- Ability to represent the practice and WTW with integrity and credibility
- Experience of working with and adhering to processes and systems to support client service delivery
- Strong IT skills (Microsoft Office suite)
Equal Opportunity Employer
At WTW, we believe difference makes us stronger. We want our workforce to reflect the different and varied markets we operate in and to build a culture of inclusivity that makes colleagues feel welcome, valued and empowered to bring their whole selves to work every day. We are an equal opportunity employer committed to fostering an inclusive work environment throughout our organisation. We embrace all types of diversity.
At WTW, we trust you to know your work and the people, tools and environment you need to be successful. The majority of our colleagues work in a ”hybrid” style, with a mix of remote, in-person and in-office interactions dependent on the needs of the team, role and clients. Our flexibility is rooted in trust and “hybrid” is not a one-size-fits-all solution. 
