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Willis Towers Watson

Account Executive/Broker

The Role 

Associate Director within the Major Accounts Team of the GB Financial Institutions team.  Responsible for a portfolio of large financial institution clients and prospects with accountability for retention of clients and new business development. Will manage and develop client and Willis Towers Watson relationships and grow portfolio within the business unit and will be responsible for targeting and converting prospects.


Client Relationship Management

  • Understand the clients’ business and risk management needs and look for solutions to deliver those needs through the provision of ongoing services
  • Establish and maintain active relationships with our clients and retail offices
  • Provide technical, industry and subject matter expertise where required 
  • Liaise with clients and build strong relationships
  • Determine appropriate solutions, structure, price and placement strategies that meet the clients’ needs and deliver profitable business for a range of clients 
  • Grow existing portfolio by identifying new, and/or existing opportunities

Business Development

  • Responsibility for supporting the drive of the sales process and business area practice activity in relation to winning, retaining and developing profitable new clients. 
  • Assist with the development and maintenance of prospects including research, initiation of contact, meetings, responding to RFPs, new business presentations, accurately maintaining CRM database in order to create and convert sales opportunities.
  • Actively identify opportunities to work with colleagues across the business to capitalise on account penetration and cross selling opportunities


Placement Management

  • Work closely and maintain working relationships with key market contacts
  • Ensure transparency of agency and other commitments made to carriers and clients
  • Lead and deliver the end to end ongoing client service, adhering to standardised policies, procedures and service standards

Operational and Service Delivery

  • Proactively develop appropriate solutions and proposals for clients to ensure optimum client retention rates
  • Development of service plans that define the engagement and timing of engagement with the client
  • Manage KPIs/SLAs to ensure targets are met

The Requirements

  • Extensive industry relevant experience
  • Proven track record of delivering high levels of client service
  • Strong practical knowledge of account development and appropriate tools to achieve this aim
  • Experienced at new business sales process and track record of converting prospects to clients
  • Skilled at building effective relationships, at all levels, with clients, prospects, associates, insurers and external specialists
  • Ability to represent the practice and Willis Towers Watson with integrity and credibility
  • Strong communication, negotiation and influencing skills 
  • Experienced knowledge of insurance markets globally in order to deal effectively with client and Willis Towers Watson needs

Equal Opportunity Employer

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