The Account Executive will effectively contribute to the management and growth of a portfolio of clients ensuring that their risk management and insurance needs are identified and met. The role will also provide assistance to senior brokers as and when required.
Key areas of accountability will include all aspects of client servicing, including preparation of client documentation, client database management and liaison with underwriters
The Role
Prepare client documentation and invoices, for example, renewal questionnaires, quote slips, client insurance manuals, and premium funding quotes.
Ensure 100% accuracy of documentation prepared and obtain approval for all client documentation prior to distribution.
Provide support to Senior Brokers in managing larger clients’ insurance, risk management and programs
Develop and maintain relationships with insurers, clients, and other key stakeholders (internal and external), representing WTW in a professional manner.
Maintain comprehensive client data on WTW systems, facilities and databases
Compare renewal terms with the previous year and advise the broker of any changes.
Work in conjunction with the offshore Operations Support team (Mumbai) to ensure the preparation and delivery of documentation.
Liaise with Operations on any issues the team may be having and provide suggestions for improvement.
Ensure premium funding is offered to all clients, debtor collections in accordance with terms of trade and no client placements outside of approved insurers.
Achieve and maintain compliance with the relevant legislative requirements
The Requirements
Experience in the insurance or insurance broking industry, ideally with experience in corporate and Property & Casualty (P&C) insurance.
Tier 1 Insurance Broking qualification.
Sound oral and written communication skills both on an individual and small group basis.
Excellent report writing and correspondence skills.
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, ideally with experience using Microsoft Copilot.
Good understanding of internet and intranet applications and usage.
A quick learner and the desire to take on additional duties when required.
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 [email protected]
