Account Manager - Financial Institutions (FINEX)

We are currently seeking a motivated Account Manager to join our Financial Institutions team in either the Sydney or Melbourne office.

The successful candidate will be joining a highly motivated team that manages a range of corporate and mid-market 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 Institutions products, including but not limited to Professional Indemnity, Directors & Officers Liability, and Crime Insurance.

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 the Willis Towers Watson brand within the insurance industry, both locally and nationally.

The Requirements

• Excellent attention to detail
• Proven ability to understand and meet clients’ and prospects’ needs
• Tier 1 (insurance broking) 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

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 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