Responsible for a portfolio of clients and prospects with accountability for retention of clients and new business development. Will manage and develop client and WTW relationships and grow portfolio within the business unit and will be responsible for targeting and converting prospects

 

The Role 

 

Broker appointment/Issue BOR letters to WTW Route BOR letters to carriers and request copies of policies Kick-off meeting to discuss transition plan, service requirements, renewal and claim handling instructions Finalize service agreement Follow up with carriers to confirm BOR in place Establish finalized action plans for transition timeline due dates, service plan, and communication protocols Set up weekly transition conference calls Present client with WTW team chart Discuss open/pending claims and finalize claim handling instructions  Provide copies of policies, current 5 year claims history, copies of current year applications and any currently issued certificates of insurance Determine open items with legacy broker(s) Address any outstanding items with carriers Discuss certificate protocols, including special instructions Enter certificate holders into certificate system Pre-renewal strategy discussion for deeper dive into Client's business, risks/exposures, develop risk profile analysis in preparation of the renewal strategy meeting Collect/confirm data for modelling and analytics

The Requirements 

Preferably educated to degree level or relevant industry experienceProven track record of delivering high levels of client serviceStrong practical knowledge of account development and appropriate tools to achieve this aimExperienced knowledge of insurance markets globally in order to deal effectively with client and WTW needsKnowledge of WTW products and services 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 credibilityStrong communication, negotiation and influencing skillsExperience of working with and adhering to processes and systems to support client service delivery

 

The Application Process 

Stage 1: Online application and recruiter review Stage 2: Live video interviews with hiring managers Stage 3: Offer and onboarding 

 

 

WTW is an equal opportunity employer