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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