Account Executive

The Role:

Client Relationship Management

• Understand the clients’ business and their risk management needs and look for solutions to deliver those needs through the provision of ongoing service. 

• Understand, apply and where necessary explain the business unit policies and procedures.

• Identify primary budget holders and decision makers within clients, establish and maintain active relationships with these people

• Provide technical, industry and subject matter expertise where 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 from existing opportunities

• Work alongside (and provide direction as appropriate) to the CSE service team 

• Provide renewal documentation with the support of CSE and Brokers

Business Development

• Actively support the drive of the sales process and business area practice activity in relation to winning, retaining and developing profitable new clients

• Develop and maintain a pipeline of prospects including research, initiation of contact, meetings, responding to RFPs, new business presentations, accurately maintaining Willis Towers Watson CRM database in order to create and convert sales opportunities

• Networking – internally with other BUs, within the sector, and with external specialists (lawyers, TPAs, insurers).

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

• Ensure accurate loading of data within agreed time and quality standards

• Check policies, market presentations and client documentation as appropriate

• Design programme and pricing structures to best meet the client’s needs based on knowledge of the client, the insurance market and industry sector proposition

Operational and Service Delivery

• Lead 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 in line with the GB Retail standard operating procedures for client activity

• 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

• Support the overall operational governance and decision making process for BU and GB Retail

• Support management and Willis Towers Watson in the management of risks applicable to BU

• Maintain relevant qualifications required for the role

The Requirements :

• Preferably educated to a degree level

• Preferably with professional qualifications of ACII or similar

Skills: 

• Proven track record of delivering high levels of client service

• Proven ability to service ‘volume’ business to SME businesses in the UK

• Strong practical knowledge of account development and appropriate tools to achieve this aim

• Experienced knowledge of insurance markets globally in order to deal effectively with client and Willis Towers Watson’s needs

• Experienced at new business sales process and track record of converting prospects to clients

• Skilled at building effective relationships, at all levels, with clients, prospects, associates, insurers and external specialists

• Ability to represent the practice and Willis Towers Watson with integrity and credibility

• Strong communication, negotiation and influencing skills

• Working knowledge of one or more following industries:

Enjoy a generous 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, paid professional memberships, 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.

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.

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 candidate.helpdesk@wtwco.com