Analyst - Broking- Financial Solutions London (Trade Credit)

at  WTW

THE REQUIREMENTS

• Educated to Degree level.
• Problem solving and decision-making skills essential
• A keen interest in trade, risk and politics.
• Excellent communication (written, verbal, oral & presentation) skills and interpersonal skills essential
• Must be able to work in a fast-paced and dynamic team environment where lateral thinking, initiative, self-motivation and decision-making skills are crucial
• Good use of Microsoft Excel, Word and PowerPoint. Power BI skills would be an advantage.
• Knowledge of credit Insurance and the UK trade credit carriers advantageous.
• Excellent organisational skills and ability to juggle a large workload and prioritise work effectively
• Strong team player with good people skills and leadership potential and an overwhelming desire to provide excellent service to clients and prospects.

THE ROLE

The role is for an Analyst – Broking within our Financial Solutions Trade Credit team, based in London. This role will involve working in the trade credit team focussing on a broad range of activities that include providing administrative support to the team, new business development activities, and client servicing. Hybrid working to be considered.

Duties and responsibilities will include but not be limited to:

• Support the team with a range of administrative and system related tasks, including working extensively with CRM, Broking Platform, DMS and the billing system.
• Contribute to the delivery of our new business strategy and targets within the Trade Credit Team, including preparing sales presentations.
• Actively participate in new business activities with the intention of winning new clients.
• Develop relationships with WTW colleagues within the broader WTW network to unlock trade credit opportunities.
• Take responsibly for client account management; including placement strategy, general query management, credit limit facilitation, claims handling and expanding client relationships.
• Working with existing clients to review their existing programmes, presenting best possible solutions.
• Completion of formal client documentation in accordance with the relevant compliance procedures; preparing broking documentation (e.g. confirmation of cover and endorsements) and working with the various WTW systems to ensure clients receive the maximum benefit from WTW’s technology offering.
• Attend and present at industry events and conferences, when necessary.
• Develop good working relationships with the trade credit insurers in the region.
• Support the team in accurate budgeting, forecasting and tracking of revenue.
• Coordinating and streamlining management information for the team.