Responsible for a portfolio of clients and prospects with accountability for retention of clients and new business development. Will manage and develop client and Willis Global Network relationships and grow portfolio within the Incoming Business Unit sector and will be responsible for targeting and converting prospects.
Key Responsibilities & Tasks:
Client Relationship Management
Responsibilities:
Understand the clients' business and their risk management needs and look for solutions to deliver those needs through the provision of ongoing service. Understand, apply and where necessary explain the Global Network Practice policies and procedures.
Tasks:
Identify primary budget holders and decision makers within clients and the Willis Global Network, establish and maintain active relationships with these people
Provide technical, industry and subject matter expertise where required (nationally in the UK and overseas)
Draw on expertise within specialist technical teams within the BU and across the Group for clients as required
Liaise with clients/the Willis Global Network 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 clients
Grow existing portfolio by identifying new from existing opportunities
Work alongside (and provide direction as appropriate) to the CSE service team in Ipswich
Provide renewal documentation with the support of CSE and Brokers
Business Development
Responsibilities:
Actively drive the sales process and IBU Practice activity in relation to winning, retaining and developing profitable new clients
Tasks:
Develop and maintain a pipeline of prospects including research, initiation of contact, meetings, responding to RFPs, new business presentations, accurately maintaining Willis CRM database in order to create and convert sales opportunities
Respond quickly and accurately to Network new business introductions
Actively identify opportunities to work with colleagues across the WUKR/Global business to capitalise on account penetration and cross selling opportunities
Maintain a detailed knowledge of products and services offered by Willis
Networking - internally with other BUs, within the sector, and with external specialists (lawyers, TPAs, insurers).
Placement Management
Responsibilities:
Deliver optimisation of revenue from new and existing clients through the use of the full range of appropriate placement channels and markets for the specific client segment of the WUKR business
Tasks:
Work closely and maintain working relationships with the market contacts (and the Broking Team) as required
Ensure transparency of agency and other commitments made by WUKR to carriers and clients
Ensure compliant processing of contracts as per FCA and contract certainty requirements
Ensure accurate loading of data into the DMS system within agreed time and quality standards
Check policies, market presentations and client documentation as appropriate
Design programme and pricing structures based on market and client sector proposition knowledge
Operational and Service Delivery
Responsibilities:
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
Tasks:
Deliver high levels of client service in line with the WUKR standard operating procedures for client activity
Manage client pricing to ensure each client meets agreed target profitability levels
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
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
General
Responsibilities:
Support the overall operational governance and decision making process for BU and WUKR
Support management and Willis in the management of risks applicable to BU
Any other duties commensurate with position or level of responsibility
Qualifications
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Key Knowledge, Skills & Experience
Proven track record of delivering high levels of client service
Proven ability to service 'volume' business to SME businesses in the UK
Strong practical knowledge of account development and appropriate tools to achieve this aim
Experienced knowledge of insurance markets globally in order to deal effectively with client and Willis Global Network needs
Knowledge of Willis products and services
Experienced at new business sales process and track record of converting prospects to clients
Skilled at building effective relationships, at all levels, with clients, prospects, associates, insurers and external specialists
Ability to represent the IBU Practice, WUKR and Willis 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
International/'Reverse Flow' industry expertise ideal
The role will require the successful candidate to be registered with FSMA (the Belgian Insurance Regulator) as a PCP (Person in Contact with the Public), have at least 5 years' experience in the Insurance Industry and be prepared to sit and pass the required FSMA examinations within the first year of appointment.
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.
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