Account Executive-FINEX

Join as an Account Executive -FINEX within the WTW Financial Institutions team.  Responsible for a portfolio of predominantly UK based clients and prospects with accountability for retention and servicing of clients and new business development. The successful individual will manage and develop client and WTW relationships and grow portfolio within the business unit.

The Role
Client Relationship Management
• 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
• Establish and maintain active relationships with our clients and retail offices
• 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
• Liaise with clients and build strong relationships
• Determine appropriate solutions, structure, price and placement strategies that meet the clients’ needs and deliver profitable business for a range of clients 
• Grow existing portfolio by identifying new, and/or existing opportunities
Business Development
• Responsibility for supporting the drive of the sales process and business area practice activity in relation to winning, retaining and developing profitable new clients. 
•Assist with the development and maintenance of prospects including research, initiation of contact, meetings, responding to RFPs, new business presentations, accurately maintaining CRM database in order to create and convert sales opportunities.
•Respond quickly and accurately to new business introductions
•Actively identify opportunities to work with colleagues across the business to capitalize on account penetration and cross selling opportunities
•Develop and maintain knowledge of relevant products and services offered by Willis
• Networking – internally with other BUs, within the sector, and with external specialists 
Placement Management
•Ensure transparency of agency and other commitments made to carriers and clients
•Manage compliant processing of contracts as per FCA and contract certainty requirements
•Assist with loading of data into the relevant WTW systems 
•Check policies, market presentations and client documentation as appropriate
•Lead and deliver the end-to-end ongoing client service, adhering to standardized policies, procedures and service standards
 
Operational and Service Delivery
• Proactively develop appropriate solutions and proposals for clients to ensure optimum client retention rates
•Communicate effectively
•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
•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
Other
• Support Willis management to manage the BU risks
• Any other duties commensurate with position or level of responsibility
•Maintain relevant qualifications required for the role
 

The Requirements
• Relevant years Financial Institutions insurance industry experience
• Proven track record of delivering high levels of client service
• Strong technical knowledge of core insurance classes:  Crime, Computer Crime, Professional Indemnity and Directors and Officers Liability for Financial Institutions
• Skilled at building effective relationships, at all levels, with clients, prospects, associates, insurers and external specialists
• Ability to represent the practice and Willis with integrity and credibility.
•Strong communication, negotiation and influencing skills
• Experience of working with and adhering to processes and systems to support client service delivery 
• Experienced knowledge of insurance markets globally in order to deal effectively with client and Willis needs
• Holds all regulatory licenses, permissions and technical or other requirements applicable under UK
• Preferably ACII qualified or working towards the ACII qualification

What we offer 
Enjoy a benefits package designed to help you thrive, both professionally and personally. You'll receive 25 days of annual leave plus an extra WTW day to relax and recharge. Our comprehensive health and wellbeing offering includes private healthcare, life insurance, group income protection, and regular health assessments, all giving you peace of mind. Secure your future with our defined contribution pension scheme, featuring matched contributions up to 10% from the company.

We support your growth and balance with hybrid working options, access to an employee assistance programme, and a fully paid volunteer day to make a difference in your community. On top of these, you can opt into a variety of additional perks including an electric vehicle car scheme, share scheme, cycle-to-work programme, dental and optical cover, critical illness protection, and much more. Start making the most of your career and wellbeing with a range of benefits tailored for you.
 

Equal Opportunity Employer 

We’re committed to equal employment opportunity and provide application, interview and workplace adjustments and accommodations to all applicants. If you foresee any barriers, from the application process through to joining WTW, please email candidatehelpdesk@wtwco.com