Identify primary budget holders and decision makers within clients, establish and maintain active
relationships with these people
Provide technical, industry and subject matter expertise where required
Liaise with clients and build strong relationships
Grow existing portfolio by identifying new new, and/or existing opportunities
Operational and Service Delivery
Lead and deliver the end to end ongoing client service, adhering to
standardised policies, procedures and service standards
Support the BU in accurate budgeting, forecasting and tracking of revenue
Deliver high levels of client service in line with standard operating procedures
Manage client pricing to ensure each client meets agreed target profitability levels
Proactively develop appropriate solutions and proposals for clients to ensure optimum client retention
rates
Communicate effectively with clients, associates, markets and others where appropriate to maximise
service delivery levels
Development of service plans that define the engagement and timing of engagement with the client
Manage KPIs/SLAs to ensure targets are met
Ensure adherence to Group policies, procedures and all regulatory requirements
Provide feedback on corrective action required to retain clients or enhance process performance, actively
supporting the implementation of any actions that are put in place
Responsibility for supporting the drive of the sales process and business area practice activity in relation
to winning, retaining and developing profitable new clients
Develop and maintain a pipeline of prospects including research, initiation of contact, meetings,
responding to RFPs, new business presentations, accurately maintaining the CRM database in order to
create and convert sales opportunities
Respond quickly and accurately to new business introductions
Networking \xe2\x80\x93 internally with other BUs, within the sector, and with external specialists (lawyers, TPAs, insurers)
Placement Management
Work closely and maintain working relationships with key market contacts (and the Business leads) as required
Ensure transparency of agency and other commitments made to carriers and clients
Manage compliant processing of contracts as per FCA and contract certainty requirements
Assist with loading of data into the relevant WTW Systems
Check policies, market presentations and client documentation as appropriate
Assist with and design programme and pricing structures to best meet the client\xe2\x80\x99s needs based on knowledge of the client, the insurance market and industry sector proposition
Ability to understand a client or prospect\xe2\x80\x99s business, situations, opportunities, problems and key issues
Prepare client and prospect presentations considering the impact of client profitability
Work with Sales Team in determining appropriate solutions and structuring and pricing the deal
Identify appropriate markets and determine placing strategy
Ensure ongoing compliance with WTW guidelines and procedures
Ensure good relationships and communication with other WTW colleagues
Support the overall operational governance and decision making process for BU
Any other duties commensurate with position or level of responsibility
Maintain relevant qualifications required for the role
The Requirements
Proven track record of delivering high levels of client service and broking
Strong practical knowledge of account development and appropriate tools to achieve this aim
Experienced knowledge of insurance markets globally in order to deal effectively with client and WTW
needs.
Skilled at building effective relationships, at all levels, with clients, prospects, associates, insurers and
external specialists
Ability to represent the practice and WTW with integrity and credibility
Strong communication, negotiation and influencing skills
Experience of working with and adhering to processes and systems to support client service delivery
At WTW, we believe difference makes us stronger. We want our workforce to reflect the different and varied markets we operate in and to build a culture of inclusivity that makes colleagues feel welcome, valued and empowered to bring their whole selves to work every day. We are an equal opportunity employer committed to fostering an inclusive work environment throughout our organisation. We embrace all types of diversity
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