Campus Pride Jobs

The Role

The Account Executive is responsible for a portfolio of clients and prospects with accountability for the retention of clients and new business development. Will manage and develop client and WTW relationships and grow the portfolio. The Account Executive is responsible for targeting and converting prospects as well as broking into Lloyd’s and company markets.

• Understand, apply and where necessary explain the Business Unit (BU) policies and procedures all regulatory requirements.

• 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.

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

• 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.

• 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.

• 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.

• 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.

• Networking – internally with other BUs, within the sector, and with external specialists (lawyers, TPAs, insurers).

• Ensure transparency of agency and other commitments made to carriers and clients.

• 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.

• Deliver optimisation of revenue from new and existing clients using the full range of appropriate placement channels and markets for the specific client segment of the business.

• Ability to understand a client or prospect’s business, situations, opportunities, problems and key issues.

• Ability to manage relationships and negotiate placement with the insurance market.

• Prepare client and prospect presentations.

• Work with Sales Team in determining appropriate solutions.

• Identify appropriate markets and determine placing strategy.

• Create and grow relationships with underwriters in London and international markets.

• Participate in information gathering exercises with clients and prospects.

• Ensure ongoing compliance with WTW guidelines and procedures.

• Ensure good relationships and communication with other WTW colleagues.

• A thorough understanding and an expert real time user for all relevant systems.

• Support the overall operational governance and decision making process for BU.

• Support management and WTWin the management of risks applicable to BU.

• Any other duties commensurate with position or level of responsibility.

• Maintain relevant qualifications required for the role.

The Requirements

• Preferably educated to degree level or relevant industry experience.

• Practical understanding of account development.

• Experienced at new business sales process and track record of converting prospects into clients.

• Skilled at building effective relationships, at all levels, with clients, prospects, associates, insurers and external specialists.

• Ability to represent the BU 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.

• Knowledge of Professional Indemnity Insurance products would be an advantage.

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.