Account Executive

Join our Financial Lines and Executive Risk (FINEX) team in Adelaide and contribute to all aspects of client service. Assist the team to maintain and grow its existing portfolio of corporate clients

The Role:

Assist Senior Brokers in all aspects of client servicing to maintain and grow an existing book of FINEX business, and some P&C lines where required

Accurately prepare client documentation such as renewal questionnaires and reports, placing slips, renewal reports, client manuals and invoice documents, including premium funding quotes

Analyse and formulate recommendations in relation to renewal information, quotation terms and policy documentation to ensure that documentation matches client requirements

Provide support to Senior Brokers in managing larger clients’ insurance, risk management and programs, ensuring the delivery of high-quality service

Develop and maintain relationships with insurers, clients and other key stakeholders (internal and external), representing Willis Towers Watson in a professional manner

Maintain comprehensive client data on Willis Towers Watson systems, facilities and databases

Liaise with Operations on any issues the team may be having and provide suggestions for improvement

The Requirements:

Sound oral and written communication skills

Excellent report writing and correspondence skills

The ability to prioritise work, manage deadlines and work under pressure

A team player with the ability to demonstrate credibility and gain trust

Proficient in all MS Office products

A proven understanding of internet and intranet applications and usage

A quick learner with the drive to take on additional duties when required

Preferably degree qualified in any discipline

You have, or are prepared to undertake, the Tier 1 (insurance broking) qualification

Previous financial lines experience would be an asset but is not a mandatory requirement.

Equal Opportunity Employer