DESCRIPTION

Join our FINEX Practice, based in Melbourne or Sydney, as an Account Executive in our dedicated Due Diligence and Private Equity team. Bring your project skills and insurance knowledge to this fast-paced and exciting role.
The team is responsible for the management and delivery of insurance due diligence for clients undertaking mergers, acquisitions, divestments, and project financing activities. The team also manages relationships with private equity firms and their portfolio companies, working collaboratively with colleagues in financial lines, property, casualty, workers’ compensation, and specialty teams to win new broking appointments and maintain the renewal book.
The role would suit a diligent team player who can demonstrate excellent interpersonal, organisational, and time management skills, is self-motivated, and can contribute to all aspects of client service and project delivery.

THE REQUIREMENTS

• Tier 1 Insurance qualification, or a willingness to obtain one
• Excellent administrative and support skills
• Experience in an Account Executive, Account Broker, or Underwriting role, working with corporate and/or global clients
• Sound oral and written communication skills
• Strong attention to detail, with the ability to manage multiple priorities and deadlines while keeping all stakeholders informed and maintaining a proactive approach in a dynamic environment
• Excellent time management skills, with an awareness of the time-sensitive nature of advisory transactions, and the ability to work on multiple projects simultaneously
• Proficient in all Microsoft Office products
• Strong interpersonal skills, with the ability to work under pressure, resolve conflicts, and negotiate effectively

IN THE SPIRIT OF RECONCILIATION WILLIS TOWERS WATSON ACKNOWLEDGES THE TRADITIONAL CUSTODIANS OF COUNTRY THROUGHOUT AUSTRALIA AND THEIR CONNECTIONS TO LAND, SEA AND COMMUNITY. WE PAY OUR RESPECT TO THEIR ELDERS PAST AND PRESENT AND EXTEND THAT RESPECT TO ALL ABORIGINAL AND TORRES STRAIT ISLANDER PEOPLES TODAY.

We’re committed to equal employment opportunity and provide application, interview and workplace adjustments and accommodations to all applicants. If you foresee any barriers, from the application process through to joining WTW, please email candidate.helpdesk@willistowerswatson.co

• Assisting senior brokers with all aspects of the delivery of Due Diligence reports, including managing client information requests, report writing, premium calculations, and liaising with specialist brokers in financial lines, property, casualty, and workers’ compensation.
• Engaging with transaction stakeholders (private equity firms, lawyers, investment banks) to develop relationships and coordinate the day-to-day delivery of projects.
• Reviewing documentation, including sale and purchase agreements, due diligence reports, insurance programs, and risk information, and producing reports and advice as requested.
• Delivering superior client service by being responsive and available to meet clients’ demands and timelines.
• Contributing to the overall achievement of the team’s annual new business target.
• Ensuring the accuracy and quality of the team’s WIP and pipeline on a weekly basis.
• Our business continues to grow due to the excellence of our work and our relationships with clients; therefore, the successful applicant will be supportive of our ongoing growth and success. Over time, the Account Executive will have opportunities to manage their own small projects with supervision and contribute to business development activities.