FINEX D&O North American Wholesale Account Executive
FINEX D&O North American Wholesale Account Executive
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Job Description
This role provides an opportunity to manage and support a portfolio of US domiciled US listed and prospects with accountability for retention new business development client strategy & placement. You will manage and develop clients collaborate across Willis Towers Watson to provide clients with industry leading solutions and engage with underwriters to derive the best outcomes for your clients. The ideal candidate will have prior experience of client service and preferably placing Directors & Officers Liability insurance for a range of industries and sectors
Client Relationship Management:
- Understand the clients business and risk management needs and look for solutions to deliver those needs through the provision of ongoing service
- Proactively maintain strong relationships with internal and external clients
- Collaborate with colleagues to develop account service strategies for individual clients in line with BU process
- Draw on expertise of specialist technical teams within the BU and across the Group for clients as required
- Support senior colleagues to determine appropriate solutions structure price and placement strategies that meet the clients needs and deliver profitable business for a range of clients
- Lead and support on individual client programs where appropriate
- Grow existing portfolio by identifying new and/or existing opportunities
Broking:
- Responsible for supporting the drive of the sales process and business area practice activity in relation to winning retaining and developing profitable new clients with a focus on US domiciled and US listed clients.
- Gather information to understand a client# or prospects business situations opportunities problems and key issues
- Manage relationships and negotiate placement with the insurance market
- Prepare client and prospect presentations considering the impact of client profitability
- Collaborate with colleagues to determine appropriate solutions and structuring and pricing the deal
- Identify appropriate markets and determine placing strategy
- Create and grow relationships with underwriters in London and international markets
- Ensure ongoing compliance with Willis Towers Watson guidelines and procedures.
Placement Management:
- Work with senior colleagues to develop service plans that define the engagement and timing of engagement with the client
- Understand apply and where necessary explain the BU policies and procedures and manage compliant processing of contracts as per FCA and contract certainty requirements
- Deliver high levels of the end-to-end ongoing client service adhering to standardised policies procedures and service standards
- Support the BU in accurate budgeting forecasting and tracking of revenue
- Communicate effectively with clients associates markets and others where appropriate to maximise service delivery levels
- Manage KPIs/SLAs to ensure targets are met
Other:
- Share knowledge with colleagues to help drive a culture of collaboration and development
- Contribute towards an environment that promotes respect for the individual employee by adhering to the policies and guidelines of the company
- Support management and Willis Towers Watson in the management of risks applicable to BU
- Any other duties commensurate with position or level of responsibility
- Maintain relevant qualifications required for the role
Qualifications
- Knowledge of Directors & Officers insurance essential
- Preferably ACII qualified working towards or interest in completing the ACII qualification
- Ability to adapt personal style to work effectively with a wide range of clients colleagues and underwriters and must be able to forge links between broking and client servicing teams
- Good communication negotiation and interpersonal skills as well as the ability to be flexible and innovative
- Proven track record of high levels of client service
- Practical knowledge of supporting account development and the appropriate tools to achieve this aim
- Experience in pricing and designing conceptual programmes in conjunction with client teams
- Experience of working with and adhering to processes and systems to support client service delivery
- Comfortable explaining complex concepts and making recommendations to clients/client servicing teams
- Excellent presentation abilities
- Ability to assimilate and apply large volumes of information rapidly
- Ability to work both independently and as part of a wider team
- Able to prioritise manage deadlines and work under pressure
- Proficient computer skills relevant to Microsoft Office Outlook and web-based applications
- Must be prepared to work with integrity and openness complying at all times with FCA requirements.
- Ability to represent FINEX and Willis Towers Watson with integrity and credibility
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 organization. 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 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.
Required Experience:
IC
Employment Type
Full-Time
