This position will be responsible for delivering of high quality client services to an assigned client portfolio, within FINEX lines, and promoting new sales to achieve the sales (new & renewal) targets

Responsibilities:

• Manage specific tasks supporting client service delivery and administration throughout the insurance issuance and renewal cycle as per instructions and guidance of Finex AM and higher manager

• Provide the highest level of customer service to existing and new clients as assigned and guided by senior Finex staff

• Be responsible for day-to-day client interaction, follow up to support the client relationship and ensure a smooth client journey during and beyond the insurance placement cycle, including but not limit to obtaining of quotations; explaining insurance terms/conditions; making quotations comparison and giving recommendation to clients when and where appropriate

• Understand client needs and tailor solutions to meet their requirements

• Maintain relationships with existing clients to ensure repeat business and referrals.

• Develop database of prospects through cold calling, networking, and market research. Develop database of prospects

• Proactively reach out to prospects and present financial line products/services effectively

• Collaborate with internal teams to ensure smooth onboarding and service delivery.

• Achieve and exceed yearly sales targets and retention rate of the existing portfolio

• Maintain accurate records of sales activities and client interactions in CRM systems.

• Follow up with the clients for premium collection

• Ensure all WTW Group policy requirements (legal, regulatory & compliance) are met

• Other tasks assigned by the Company

Willis Towers Watson is an equal opportunity employer