Premium Funding Specialist

We are seeking a proactive and detail-oriented Premium Funding Specialist to support our growing premium funding operations. This role is pivotal in delivering exceptional service to brokers and clients by preparing tailored funding quotes, negotiating with funding providers, and promoting premium funding solutions across the business. This position can be based in Melbourne, Sydney, or Brisbane.

The Role

• Quote Preparation: Generate accurate and timely premium funding quotes for brokers and clients, ensuring alignment with underwriting guidelines and client needs.
• Negotiation: Liaise with and negotiate with premium funding companies to secure competitive terms and solutions.
• Client & Broker Engagement: Present and explain premium funding features, benefits, and value propositions to brokers and clients, supporting their decision-making processes.
• Sales Reporting: Track and report on premium funding activity, conversion rates, and key performance metrics.
• Internal Promotion: Champion premium funding internally by educating teams, identifying opportunities, and driving adoption across the business.

The Requirements

Key Skills & Attributes

• Strong communication and negotiation skills.
• High attention to detail and accuracy in financial documentation.
• Ability to build relationships with internal and external stakeholders.
• Analytical mindset with a focus on continuous improvement.
• Experience in financial services, insurance, or premium funding (preferred).

Qualifications & Experience

• Prior experience in a financial services or insurance-related role.
• Familiarity with premium funding products and providers is advantageous.
• Proficiency in Microsoft Office Suite, especially Excel and Outlook.

Why Join WTW?

WTW provides a competitive benefits package which includes the following (eligibility requirements apply):

• Annual bonus
• Company paid salary continuance insurance
• Life and TPD insurance 
• Hybrid working
• Networks (Gender, Wellbeing, Pride)
• Career Growth – internal opportunities and development programs

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 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.

We understand flexibility is key to supporting an inclusive and diverse workforce and so we encourage requests for all types of flexible working. Please speak to your recruiter to discuss more.

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