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Account Executive

Willis Towers Watson - Adelaide, SA

Insurance & Superannuation
Source: uWorkin



  • Assist Senior Brokers in all aspects of client servicing to maintain and grow an existing book of FINEX business, and some P&C lines where required
  • Accurately prepare client documentation such as renewal questionnaires and reports, placing slips, renewal reports, client manuals and invoice documents, including premium funding quotes
  • Analyse and formulate recommendations in relation to renewal information, quotation terms and policy documentation to ensure that documentation matches client requirements
  • Provide support to Senior Brokers in managing larger clients’ insurance, risk management and programs, ensuring the delivery of high-quality service
  • Develop and maintain relationships with insurers, clients and other key stakeholders (internal and external), representing Willis Towers Watson in a professional manner
  • Maintain comprehensive client data on Willis Towers Watson systems, facilities and databases
  • Liaise with Operations on any issues the team may be having and provide suggestions for improvement

The Requirements:
  • Sound oral and written communication skills
  • Excellent report writing and correspondence skills
  • The ability to prioritise work, manage deadlines and work under pressure
  • A team player with the ability to demonstrate credibility and gain trust
  • Proficient in all MS Office products
  • A proven understanding of internet and intranet applications and usage
  • A quick learner with the drive to take on additional duties when required
  • Preferably degree qualified in any discipline
  • You have, or are prepared to undertake, the Tier 1 (insurance broking) qualification
  • Previous financial lines experience would be an asset but is not a mandatory requirement.
Equal Opportunity Employer

Willis Towers Watson