The Role

Working alongside colleagues on a portfolio of clients and prospects and supporting the retention of clients and development of new business. Will help to manage and develop client and WTW 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 service.

• Understand and apply the BU policies and procedures

• Establish and maintain active relationships with our clients and retail offices

• Provide technical, industry and subject matter expertise where required

• Draw on expertise within specialist technical teams within the BU and across the Group for clients as 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 FI clients

• Grow existing portfolio by identifying new, and/or existing opportunities

Business Development

• Drive 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.

• Respond quickly and accurately to new business introductions

• Actively identify opportunities to work with colleagues across the business to capitalise on account penetration and cross selling opportunities

• Develop and maintain knowledge of relevant products and services offered by WTW

Placement Management

• Develop and maintain working relationships with market contacts

• 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’s needs based on knowledge of the client, the insurance market and industry sector proposition

• Assist in the delivery of the end to end ongoing client service, adhering to standardised policies, procedures and service standards

Operational and Service Delivery

• Communicate effectively

• 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

The Requirements

• Support the team and WTW in the management of risks applicable to BU

• Any other duties commensurate with position or level of responsibility

• Maintain relevant qualifications required for the role

• Preferably ACII qualified or working towards the ACII qualification

• Educated to degree level or relevant industry experienceRequried Skills:

• Quick learner that demonstrates ability to build practical knowledge of account development and appropriate tools to achieve this aim.

• Ability to build 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.

• Knowledge of WTW products and services.

• Experience of working with and adhering to processes and systems to support client service deliver.

Equal Opportunity Employer

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.

At WTW, we trust you to know your work and the people, tools and environment you need to be successful. The majority of our colleagues work in a ”hybrid” style, with a mix of remote, in-person and in-office interactions dependent on the needs of the team, role and clients. Our flexibility is rooted in trust and “hybrid” is not a one-size-fits-all solution.