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About the Role

The Account Executive will effectively contribute to the management and growth of a portfolio of clients, ensuring their risk management and insurance needs are identified and met. The role will also provide assistance to senior brokers as and when required.

Responsibilities

Prepare client documentation and invoices, including renewal questionnaires, quote slips, client insurance manuals, and premium funding quotes.
Ensure 100% accuracy of documentation prepared and obtain approval prior to distribution.
Provide support to Senior Brokers in managing larger clients’ insurance, risk management, and programs.
Develop and maintain relationships with insurers, clients, and other key stakeholders, representing WTW professionally.
Maintain comprehensive client data on WTW systems, facilities, and databases.
Compare renewal terms with the previous year and advise the broker of any changes.
Work in conjunction with the offshore Operations Support team to ensure the preparation and delivery of documentation.
Liaise with Operations on team issues and provide suggestions for improvement.
Ensure premium funding is offered to all clients, debtor collections are in accordance with terms of trade, and no client placements are outside of approved insurers.
Achieve and maintain compliance with relevant legislative requirements.

Requirements

Key areas of accountability include all aspects of client servicing.
Preparation of client documentation.
Client database management.
Liaison with underwriters.