DESCRIPTION

Senior Associate

THE REQUIREMENTS

Knowledge of Directors & Officers insurance essential

• Preferably ACII qualified, working towards or interest in completing the ACII qualification
• Ability to adapt personal style to work effectively with a wide range of clients, colleagues and underwriters and must be able to forge links between broking and client servicing teams
• Good communication, negotiation and interpersonal skills as well as the ability to be flexible and innovative
• Proven track record of high levels of client service
• Practical knowledge of supporting account development and the appropriate tools to achieve this aim
• Experience in pricing and designing conceptual programmes in conjunction with client teams
• Experience of working with and adhering to processes and systems to support client service delivery
• Comfortable explaining complex concepts and making recommendations to clients/client servicing teams
• Excellent presentation abilities
• Ability to assimilate and apply large volumes of information rapidly
• Ability to work both independently and as part of a wider team
• Able to prioritise, manage deadlines and work under pressure
• Proficient computer skills relevant to Microsoft Office, Outlook, and web-based applications
• Must be prepared to work with integrity and openness, complying at all times with FCA requirements.
• Ability to represent FINEX and Willis Towers Watson with integrity and credibility

Client Relationship Management:

• Understand the clients’ business and risk management needs and look for solutions to deliver those needs through the provision of ongoing service
• Proactively maintain strong relationships with internal and external clients
• Collaborate with colleagues to develop account service strategies for individual clients in line with BU process
• Draw on expertise of specialist technical teams within the BU and across the Group for clients as required
• Support senior colleagues to determine appropriate solutions, structure, price and placement strategies that meet the clients’ needs and deliver profitable business for a range of clients
• Lead and support on individual client programs where appropriate
• Grow existing portfolio by identifying new, and/or existing opportunities
• Gather information to understand a client# or prospect’s business, situations, opportunities, problems and key issues
• Manage relationships and negotiate placement with the insurance market
• Prepare client and prospect presentations considering the impact of client profitability

Broking:

• Responsible for supporting the drive of the sales process and business area practice activity in relation to winning, retaining, and developing profitable new clients with a focus on Private Equity Portfolio Entity
• Collaborate with colleagues to determine appropriate solutions and structuring and pricing the deal
• Identify appropriate markets and determine placing strategy
• Create and grow relationships with underwriters in London and international markets
• Ensure ongoing compliance with Willis Towers Watson guidelines and procedures.

Placement Management:

• Work with senior colleagues to develop service plans that define the engagement and timing of engagement with the client
• Understand, apply and where necessary explain the BU policies and procedures, and manage compliant processing of contracts as per FCA and contract certainty requirements
• Deliver high levels of 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
• Communicate effectively with clients, associates, markets and others where appropriate to maximise service delivery levels
• Manage KPIs/SLAs to ensure targets are met

Other:

• Share knowledge with colleagues to help drive a culture of collaboration and development
• Contribute towards an environment that promotes respect for the individual employee by adhering to the policies and guidelines of the company
• Support management and Willis Towers Watson in the management of risks applicable to BU
• Any other duties commensurate with position or level of responsibility