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Willis Towers Watson

Account Manager

The Account Manager will manage and grow a portfolio of clients, ensuring that their risk management and insurance broking needs are identified and met.

The Role:

  • Implement and review client service strategies and multiple tier client contact for all qualifying accounts
  • Obtain annual formal client feedback for all qualifying accounts in accordance with Willis Towers Watson Client Service (WCS)
  • Leverage best practice from across Willis Towers Watson to deploy within the business
  • Ensure all sales processes are compliant with Willis Towers Watson Excellence Model and local regulation and pro-actively assist the team to meet the annual new business target.
  • Explore all cross-selling opportunities, for example, Employee Benefits, Construction, Workplace Risk, M&A, FINEX.
  • Ensure adherence to Client Excellence Model (CEM) and WCS principles.
  • Represent the voice of the client both internally and within teams when decisions are made regarding process, approach and future strategy.
  • Ensure that settlements, client cash allocations and credit management fall within agreed parameters.
  • Ensure that every client has an agreed service plan and that client advocates implement every aspect of the plan.
  • Provide training to colleagues to support their learning and development.
  • Undertake professional development.
  • Ensure strong relationships are maintained with the insurer.
  • Achieve and maintain compliance with the relevant legislative requirements.
  • Maintain CRM accuracy, currency and quality maintained on a regular basis.
  • Ensure all documentation is prepared in accordance with company service and compliance procedures.

The Requirements:

  • Degree qualified in any discipline preferred.
  • Qualifications (or equivalence) in accordance with the Financial Services Legislation Amendment Act.
  • Insurance broking/industry experience of at least 5 annual business cycles.
  • Strong technical skills in coverage and wording review.
  • Understanding and technical proficiency of claims management processes.
  • Experience with the placement and servicing of complex and multinational clients.
  • Intermediate proficiency in all MS Office products and Outlook.
  • Proficient in the use of eGlobal.
  • Excellent oral and written communication skills both on individual and small group basis.
  • Demonstrated success in managing team relationships and senior level client relationships.

Equal Opportunity Employer

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