Description 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 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 WTW and bringing this collective experience and expertise to clients 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 Qualifications 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
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