Account Manager - Private Clients
Account Manager - Private Clients
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Job Description
The Role
Reporting to the Client Account Management Leader and working as part of an established team of Account Managers the successful candidate will be responsible for a portfolio of clients with accountability for retention and account development. You will manage and develop existing client relationships and grow the portfolio providing the appropriate advice and subject matter expertise required to deliver a classleading service and ensure that we have the right insurances in place to fulfil our clients demands and needs.
- Deliver a high level of customer service and maintain confidentiality at all times.
- Develop a strong relationship with your clients understanding their insurance needs and ensuring that these are fulfilled.
- Day to day client service answering queries received directly from clients cover advice on scenarios applied across entire insurance portfolio
- Arrange additions/deletions of cover as required by clients
- Preparing London market broking documentation including insurance market presentations and use of Willis systems and documentation
- Negotiate favourable terms with insurers whether on your own or working with an Account Executive
- Ensure client retention targets are met crosssell and upsell opportunities are fulfilled
- Encourage new business referrals and recommendations from your existing clients
- Always operate within the business procedures and requirements
- Apply FCA operating principles and always work in accordance with Treating Customers Fairly
- Manage and control your workflows team working to ensure these are kept up to date
- Work with our Mumbai and A&S teams to ensure a timely delivery of service and settlement of accounts.
Qualifications
The Requirements
- Ideally a minimum of 5 years Private Client sector experience
- Experience of preparing and using MRCs preferred but not essential
- Strong personal management skills with a proven track record of managing your own workloads and delivering excellent levels of client service
- Strong communication negotiation and influencing skills
- Skills in problem solving
- Concern for accuracy quality and attention to detail
Equal Opportunity Employer
At WTW we believe difference makes us stronger. We want our workforce to reflect the different and varied markets we operate in and to build a culture of inclusivity that makes colleagues feel welcome valued and empowered to bring their whole selves to work every day. We are an equal opportunity employer committed to fostering an inclusive work environment throughout our organisation. We embrace all types of diversity.
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 remote 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.
Required Experience:
Manager
Employment Type
Full-Time
