Account Executive - Executive Risk Team FINEX
Account Executive - Executive Risk Team FINEX
Employer Active
Job Alert
You will be updated with latest job alerts via email
Share
Job Alert
You will be updated with latest job alerts via email
Job Description
Take your career to new heights with the dynamic FINEX team in Sydney or Melbourne! Specialising in insurance and risk management FINEX operates across 40 countries supporting 21000 corporate and private clients. This opportunity sits within our Executive Risk team focusing on key policy classes such as D&O/Management Liability Employment Practices Liability Cyber Professional Indemnity and more helping organisations navigate complex risks.
To set you up for success this role requires four days in the office during probation for training reducing to a minimum of three thereafter or as the business requires.
You will support senior brokers while managing a portfolio of clients receiving expert guidance in a collaborative and supportive environment. Key responsibilities include client servicing insurance market management and negotiations and crossfunctional collaboration with other teams. This role offers a unique opportunity for professional growth in a fastpaced teamoriented environment.
The Role
Ensure that the clients risk management and insurance broking programs are administered to deliver highquality services including:
- Assist the team with various administrative and operational tasks.
- Be responsible for and manage a portfolio of clients.
- Provide comprehensive support to senior brokers in managing client accounts and policy placements including midyear adjustments and addressing client coverage concerns.
- Assist in reviewing each clients risk management and insurance objectives to ensure highquality service delivery.
- Develop effective relationships with clients colleagues and insurers to maintain client retention and support new business opportunities.
- Understand the various business units and capabilities within WTW bringing this collective experience and expertise to clients when opportunities and/or needs arise.
- Promote the WTW brand within the insurance industry and among clients prospects and other professional networks.
- Prepare client documentation ensuring accuracy before distribution to clients and insurers.
- Attend and present at market and client meetings as required (working towards this goal).
- Ensure all documentation is prepared in accordance with company service and compliance procedures and tools.
- Ensure the timely and accurate production and processing of quotes reports invoices premium adjustments and calculations meeting and exceeding set KPIs.
- Proactively keep senior brokers informed on the status of tasks ensuring they are always up to date.
Qualifications
The Requirements
- Willingness to work towards your Tier 1 Insurance qualifications
- Exposure to insurance broking and/or legal industry preferred but not essential
- Excellent interpersonal verbal and written communication skills both individually and in group settings
- Proficiency in Word and Excel with working knowledge of PowerPoint
- customerfocused approach with a strong commitment to understanding and meeting client needs
- Strong attention to detail with the ability to manage multiple priorities and deadlines while keeping all stakeholders informed and maintaining a proactive approach in a dynamic environment.
- Exhibit professionalism and reliability with the ability to collaborate effectively in a team or work independently when necessary.
- Ensure client documentation is accurate fully compliant and submitted within set timelines.
- Stay informed on industry trends market conditions and insurance products
- This is a clientfacing role that requires attendance in the office and participation in client meetings with senior brokers as needed.
- Ability to retain and apply key information to streamline workflows and enhance client outcomes.
- Creative problemsolving skills to develop innovative solutions for challenges in account management and client servicing.
- Career advancement opportunities are available for candidates who demonstrate strong technical expertise gained through independent portfolio management and contributing to the success of larger more complex accounts.
Note: Employmentbased 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 inperson and inoffice interactions dependent on the needs of the team role and clients. Our flexibility is rooted in trust and hybrid is not a onesizefitsall 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. Its not a separate initiative rather its fundamental to everything we do.We are an equalopportunity employer who is committed to fostering an inclusive work environment and embrace diversityincludinggender 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.
Were 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
Required Experience:
IC
Employment Type
Full-Time
