FINEX Financial Institutions Broker

at  WTW

SUMMARY:

We are seeking an experienced insurance professional with expertise in Financial/Professional Lines, ideally with a focus on Financial Institutions accounts. The role involves managing a diverse portfolio of clients, handling complex placements, and fostering client relationships, all while working within a dynamic and collaborative team at WTW.

THE REQUIREMENTS:

• Proven track record of delivering high levels of client service
• Practical knowledge of account development and appropriate tools to achieve this aim
• Ability to build effective relationships, at all levels, with clients, prospects, associates, insurers and external specialists
• Ability to represent the practice and Willis Towers Watson with integrity and credibility
• Good communication, negotiation and influencing skills
• Experience of working with and adhering to processes and systems to support client service delivery
• Knowledge of Financial Lines products and corresponding financial and client sectors
• Ability to take responsibility for self-learning, making the most of opportunities within the business to enhance knowledge both inside and outside the team
• Strong work ethic and desire to put the needs of the wider team first
• Willingness to actively engage with all colleagues within the wider BU to develop mutually beneficial working relationships

Qualifications:

• Preferably ACII qualified or working towards the ACII qualification
• Preferably educated to degree level or relevant industry experience

THE ROLE:

• The ideal candidate will have prior experience within Financial / Professional Lines insurance, ideally specifically in a role focussing on Financial Institutions accounts.
• Within the role they will have the responsibility of placing policies for a wide range of clients across all territories (excluding USA), both as a supporting member of the client teams and, once they develop, as a lead broker/account executive managing their own accounts.
• From time to time, the candidate will also be involved in working on new business tenders in addition to their responsibilities for the retention of existing clients.
• They will manage and develop client and Willis Towers Watson relationships and grow the portfolio within the business unit.
• The person will be joining a very successful and dynamic team (GB FI International) and therefore we are seeking a self-motivated, ambitious and hardworking individual to further enhance the team.
• A major part of this is to bring a strong team ethic with adaptability to work across countries and product lines.

PRINCIPAL ACCOUNTABILITIES

• Conduct Risk: To put the interests of clients and the integrity of the market at the heart of the way you do business