Account Management - Corporate Risk and Broking

The Role

Role Summary

The Account Management role within our Corporate Risk and Broking Team is a senior client servicing and account leadership role responsible for directing day-to-day delivery for primarily corporate clients within CRB Philippines and serving as a trusted relationship lead for key servicing, renewal and placement matters.  The role provides leadership across the account lifecycle, shaping servicing strategy, coordinating renewal and placement execution, maintaining contract certainty and documentation quality, and ensuring delivery against service standards/SLAs, governance requirements and client commitments.  Working closely with internal specialist teams (Placement, Specialty, Claims, Engineering and Risk & Analytics) and carrier partners, the role helps drive integrated client solutions including alternative risk transfer and structured risk financing options where appropriate while strengthening retention, supporting revenue growth, identifying cross-sell opportunities, and contributing to broader team capability, operational discipline and client leadership standards.

Key Responsibilities

• Lead end-to-end servicing and account delivery for assigned corporate clients (new business and renewals), acting as the primary day-to-day contact and accountable owner for routine matters. Oversee data gathering, exposure analysis, market submissions, quotations, credit control monitoring and claims follow-ups—driving delivery to agreed service standards/SLAs, quality targets and client commitments.

• Build and maintain a detailed understanding of each client’s business, risk profile, loss history and insurance requirements; support renewal and placement strategy by coordinating with Specialty, Placement and insurer partners to structure fit‑for‑purpose P&C programs (e.g., Property, BI, Liability, Motor, Marine) and other relevant lines, and clearly communicate options and recommendations to clients.

• Lead account management activities by maintaining account plans and key stakeholder maps, setting the engagement cadence for client touchpoints (stewardship reviews / QBRs / renewal meetings), and driving actions, decisions, risks and opportunities to closure through disciplined follow-through and cross-functional coordination.

• Support innovation in risk financing solutions by helping assess, model and position alternative risk transfer options (e.g., higher retentions / deductible optimization, captive / fronting arrangements, parametric covers, structured programs) in collaboration with Specialty and Placement colleagues and support the preparation of client-ready materials and recommendations aligned to risk appetite and WTW solutions.

• Proactively manage client expectations by setting timelines, providing strategic progress updates, and leading service recovery and escalations when issues arise; direct internal and market stakeholders to resolve matters efficiently, protect the client relationship, and maintain confidence at senior stakeholder level.

• Partner with Specialty, Claims, Engineering and Risk & Analytics (ER&A) teams to deliver coordinated client solutions (risk engineering insights, analytics, benchmarking and claims advocacy), improving risk outcomes and reinforcing WTW’s integrated value proposition.

• Manage documentation timelines and contract certainty—from bind instructions through issuance of policies, endorsements, binders and certificates—ensuring accuracy, completeness, and on‑time delivery to clients and internal stakeholders.

• Support contract certainty and technical quality by validating coverage terms, limits, deductibles, warranties/conditions and policy wordings against placement instructions; escalate gaps, manage approvals, and ensure compliance with WTW governance, controls, and applicable regulatory requirements.

• Maintain effective working relationships with insurers, adjusters and claims partners; support negotiations and problem resolution (coverage interpretation, documentation discrepancies, claims servicing) to achieve timely, commercially sound outcomes for clients.

• Lead client communications and meetings for assigned accounts, including stewardship, renewal and issue-resolution discussions, providing timely, accurate responses and proactive status updates regarding coverage, placement progress, documentation, premium movements and servicing requirements; ensure minutes, action tracking and follow-through are completed to a high standard.

• Drive servicing‑led growth and retention by managing the renewal timetable, supporting stewardship/QBR and renewal presentations, and tracking opportunities and actions. Identify cross‑sell/upsell needs, collaborate with Sales/Growth colleagues and specialists to strengthen WTW value propositions, and improve win rates for broker and advisory appointments.

• Demonstrate operational excellence by maintaining complete and audit‑ready account files, following agreed processes, keeping accurate records in broking systems, producing required management information (MI), monitoring service KPIs/SLAs, completing quality checks, and proactively managing risks, controls and governance checkpoints.

• Develop working knowledge of WTW Health, Wealth and Career solutions to identify broader client needs; initiate warm referrals, coordinate internal handoffs, and help progress opportunities alongside CRB servicing activities.

• Contribute to projects, process improvements and client initiatives to support team, business and client objectives, including providing guidance to junior colleagues, sharing best practices, and helping uplift team capability and operational discipline.

• Undertake additional account support, projects and responsibilities as assigned to meet business and client objectives.

• Perform other duties as assigned.

Key Performance Measures

• Renewal and placement timeliness: key milestones met (data capture, submission, quote, bind and issuance) in line with agreed timelines

• SLA/KPI attainment: turnaround time on client and internal requests; proactive status updates delivered as agreed

• Contract certainty and documentation quality: accuracy/completeness of policies, endorsements, certificates and wordings; minimal rework and exceptions

• Client experience and retention: feedback scores, renewal/retention outcomes, and quality/timeliness of stewardship/QBR and renewal materials

• Account governance cadence: agreed client touchpoints delivered (stewardship/QBR/renewal meetings) with minutes, action logs and stakeholder updates completed on time

• Action and issue management: percentage of actions closed within agreed dates; effectiveness and timeliness of escalations/service recovery

• Claims servicing effectiveness: responsiveness, coordination quality and cycle time for key claim activities/updates (in partnership with Claims)

• Financial accuracy: premium movements, invoicing/credit control follow‑ups and reconciliation accuracy

• Growth contribution: number/quality of organic revenue opportunities and cross‑sell referrals initiated, opportunities progressed, and support to win-rate improvement

• Governance and compliance: adherence to WTW processes/controls; audit findings/closures and timely completion of mandatory requirements

The Requirements

• Bachelor’s degree (or equivalent relevant experience)

• Significant experience in insurance broking, underwriting or corporate client servicing, preferably within Property & Casualty (P&C) for mid-market to large corporate accounts, with demonstrated responsibility for leading complex account portfolios, renewals and stakeholder relationships.

• Strong working knowledge of P&C products, policy structures and placement strategy (coverage, limits, deductibles, warranties/conditions and common clauses), with the ability to guide clients and internal stakeholders through the end-to-end placement and renewal process for complex or strategically important accounts.

• Strong analytical, organisational and attention‑to‑detail skills; able to validate data quality, reconcile premium movements and produce accurate servicing/renewal reporting

• Ability to manage multiple deadlines in a fast‑paced environment while meeting agreed SLAs, quality checks and stakeholder expectations

• Excellent written and verbal communication with strong executive-level stakeholder management and influencing skills; able to lead renewal, stewardship and issue-resolution discussions, communicate technical and commercial considerations clearly, and build confidence with clients, insurers and internal leadership teams.

• Demonstrated leadership capability, including experience coordinating cross-functional teams, providing direction to junior colleagues, and driving accountability, service quality and execution discipline across account activities.

• Proficiency in Microsoft Office (especially Excel and PowerPoint); familiarity with broking/CRM platforms and document management systems is an advantage

• Strong commercial acumen and sound judgment, with the ability to balance client advocacy, market realities, profitability, risk considerations and governance requirements in decision-making.

• Confident presentation and client-facing skills

• Good negotiation skills and confidence engaging insurer/market partners to support placement and renewal outcomes

• Ability to work effectively in a collaborative, team-oriented environment and to lead through influence across multiple stakeholders, functions and market partners.

Key Competencies

• Client focus and service excellence driven, with strong commercial awareness

• Strong stakeholder partnership across CRB and HWC Lines of Business (LoB) and external market partners

• Negotiation, influencing and relationship management

• Problem‑solving with sound judgment, attention to detail, and a continuous‑improvement mindset

• Accountability, professionalism and integrity; commitment to governance, controls and quality

WTW is an Equal Employment Opportunity