Account Broker - FINEX

We are currently seeking a motivated Account Broker to join our FINEX team in Perth office

The successful candidate will be joining a highly motivated team that manages a range of corporate, mid-market and SME clients.

This role requires a diligent team player who can demonstrate excellent interpersonal, organisational, and time management skills and who can contribute to all aspects of client service by assisting the team in maintaining and growing its existing portfolio. WTW will provide you with the opportunity to enhance your skill set and broaden your knowledge in the complexities of Financial Line products, including Professional Indemnity, Directors & Officers, and Cyber Risk Management risks.

The Role

As a member of a highly motivated team, the successful candidate will be responsible for:

• Identifying insurable risks and designing and negotiating appropriate insurance solutions for the client.
• Developing and maintaining business relationships with new and existing clients, insurers, and networks.
• Working collaboratively with internal and external stakeholders to maintain and grow strong client and insurer relationships.
• Managing and supporting the team on our large, complex clients and maintaining and growing your own portfolio of clients.
• Promoting WTW brand within the insurance industry, both locally and nationally.
• Maintain comprehensive client data on internal systems
• Prepare documentation according to company service and compliance procedures
• Represent the client's voice in internal and team decisions
• Develop value propositions to generate and maximise growth opportunities
   

The Requirements

• Excellent attention to detail
• Proven ability to understand and meet clients’ and prospects’ needs
• Tier 1 Insurance Broking qualification is desirable, or a willingness to obtain the qualification.
• Excellent report-writing skills, supported by a high level of competency in Word and Excel, and knowledge of PowerPoint
• Outstanding oral, written communication, and presentation skills, both on an individual and small-group basis
• Strong time management skills to keep you ahead of your schedule and workload
• Professional, reliable, and able to work autonomously with minimal guidance
• We’ll love your drive, ambition, and focus on excellence
• Previous financial and executive risks experience (5+ years desirable)
• Understanding of financial products and financial markets is desirable but not required
• Degree qualification is preferred but not required

If you believe you have the skills and passion for this role, but don't meet every single requirement, we still encourage you to apply. We'd love to have a conversation and see if you could be a great fit for our team.

At WTW, we believe that a culture of inclusion and diversity is critical to our business. It's not a separate initiative – rather it’s fundamental to everything we do. We are an equal-opportunity employer who is committed to fostering an inclusive work environment and embrace diversity including gender, nationality, disability, age, marital/parental status, ethnicity, gender identity and sexual orientation. We welcome applications from people from all backgrounds.

In the spirit of reconciliation Willis Towers Watson acknowledges the Traditional Custodians of country throughout Australia and their connections to land, sea and community. We pay our respect to their Elders past and present and extend that respect to all Aboriginal and Torres Strait Islander peoples today.

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@willistowerswatson.com