Account Manager - Financial Lines at EE-DU! in MELBOURNE, VIC, Australia

Job description

• Working within the Financial, Professional and Executive Risks (FINEX) team in Melbourne, the successful candidate will be responsible for servicing and growing an established portfolio of clients. As part of a vibrant and high-performing team, the role will involve all aspects of client servicing, insurance market engagement and negotiation, and collaboration with colleagues across WTW to deliver integrated client solutions.

Responsibilities

• Take ownership of portfolio growth by identifying opportunities to expand client programs, increase revenue, improve client retention, and secure new business opportunities.
• Review clients’ risk management and insurance objectives to deliver high-quality service and risk solutions.
• Collaborate across WTW teams to design, deliver and manage small-medium and complex insurance programs.
• Develop and maintain strong relationships with clients, insurers and internal stakeholders to support long-term business growth.
• Leverage the full breadth of WTW’s capabilities and specialist expertise to identify opportunities and provide value-added solutions to clients.
• Act as a FINEX subject matter expert, providing technical guidance and market insights to both clients and colleagues.
• Maximise revenue from the existing client portfolio through proactive client engagement, profitability analysis, and optimisation of available facilities and market solutions.
• Identify and pursue new business opportunities by leveraging existing networks and developing new professional relationships.
• Maintain accurate and comprehensive client information within WTW systems, databases and reporting tools.
• Contribute to new business tenders by preparing content, supporting strategy development, and representing FINEX as part of client presentations and pitch teams.
• Promote the WTW brand and FINEX proposition within the insurance industry, professional networks and broader business community.
• Prepare high-quality client and insurer documentation, ensuring accuracy and attention to detail in all communications.
• Ensure all documentation and client activities comply with company policies, service standards, regulatory requirements and compliance procedures.
• Manage the timely and accurate production and processing of quotations, reports, invoices, premium calculations, endorsements and policy adjustments.
• Support effective credit control processes, including premium funding discussions, debtor management and adherence to insurer placement requirements.
• Oversee claims management activities to ensure agreed service standards are met
• Maintain a strong understanding of market developments, insurer appetite, emerging risks and industry trends to provide informed advice to clients.
• Support the continued growth of the Melbourne FINEX business through active participation in strategic initiatives, market engagement and business development activities
• -

Requirements

• A minimum of five years' experience in insurance broking, underwriting, or legal practice, with expertise in Financial Lines and Professional Risks insurance.
• Proven ability to assess client needs, negotiate with insurers, and deliver effective risk and insurance solutions.
• Strong client focus and relationship management skills.
• Excellent verbal and written communication skills, with the ability to engage effectively with clients, insurers, and colleagues.
• Sound commercial acumen and understanding of the business environment.
• Strong organisational and time management skills, with a proactive approach to work.
• Professional, collaborative, and able to work independently and as part of a team.
• Tier 1 Insurance Broking qualification, or willingness to obtain it.
• Proficiency in Microsoft Office applications, including Word, Excel, and PowerPoint.
• Growth mindset with the ability to identify opportunities and contribute to business development.

Skills

Required

• Proactive approach to work.
• Growth mindset.
• Tier 1 Insurance Broking qualification

Benefits

• WTW provides a competitive benefits package which includes the following (eligibility requirements apply):
• Annual bonus
• Company paid salary continuance insurance
• Life and TPD insurance
• Hybrid working
• Networks (Gender, Wellbeing, Pride)
• Career Growth – internal opportunities and development programs
• 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 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.
• We understand flexibility is key to supporting an inclusive and diverse workforce and so we encourage requests for all types of flexible working. Please speak to your recruiter to discuss more