Account Manager – Financial Lines (Executive Risk Team)

Working in the Financial, Professional and Executive Risks (FINEX) team in Sydney or Melbourne, the successful candidate will be responsible for all aspects of servicing and growing an existing book of clients. As part of a vibrant and successful team, key areas of accountability will include all aspects of client servicing, insurance market management and negotiation, and an ability to work cross-functionally with other WTW teams. 

The Role

• Reviewing each client’s risk management and insurance objectives to ensure the delivery of high-quality services  
• Collaborating across teams to manage larger or more complex risk and insurance programs 
• Developing and maintaining effective relationships with clients, colleagues and insurers 
• Understanding the various business units and capabilities within WTW and bringing this collective experience and expertise to clients
• Maximise the revenue generated from the existing client base through continual analysis of client profitability and maximisation of group facilities 
• Actively seek new business opportunities, leveraging your existing network and proactively expanding your network
• Maintain comprehensive client data on WTW systems, facilities and databases  
• Participate in new business tenders contributing to content and actively representing FINEX lines as a member of the presentation team 
• Promoting the WTW brand within the insurance industry and amongst clients, prospects and other professional networks 
• Preparation of client documentation and ensuring 100% accuracy before distribution to clients and insurers 
• Ensure all documentation is prepared in accordance with company service and compliance procedures and tools 
• Ensuring the timely and accurate production/processing of quotes, reports, invoices, premium and adjustments calculations 
• Ensure premium funding is offered to all clients, debtor collections in accordance with terms of trade and no client placements outside of approved insurers 
• Management of client’s claims to ensure agreed claims standards are achieved and timely settlements made 

The Requirements

• A customer-centric approach and a strong desire to understand and meet a client's needs 
• Good time management skills and a proactive approach to working 
• Professionalism, reliability, and an ability to work in a team and autonomously when required
• Broad business and economic understanding 
• Excellent interpersonal, oral and written communication skills, both on an individual and group basis 
• A minimum of 5 business cycles within insurance broking and/or legal experience with specialist knowledge in the liability practice area
• Tier 1 Insurance qualifications and significant business experience 
• Reasonable level of competency in Word and Excel and knowledge of PowerPoint 

Note: Employment-based visa sponsorship and/or assistance is not offered for this specific job opportunity. 

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, WTW 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 are a 2024 Circle Back Initiative Employer – we commit to respond to every applicant.