Job Information
WTW Account Manager – Financial Lines (Executive Risk Team) in Sydney, Australia
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
Ensuring that the client’s risk management and insurance broking programs are administered to ensure the delivery of high-quality services including:
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 the WTW and bringing this collective experience and expertise to clients as and when the opportunity and/or need arises
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 (Australia only)
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.
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