QUALIFICATIONS

The Requirements:

• Extensive client management experience.
• Proven insurance industry experience related to servicing middle market and large risk managed accounts.
• Strong technical knowledge of product area and industry.
• Expertise in the power generation industry, including knowledge of key trends, challenges, and opportunities.
• Ability to provide consultation and expert advice to management on risk management issues.
• Ability to focus on delivering exceptional client service while working in a fast-paced, high-volume environment with minimal supervision.
• Strong analytical and critical thinking skills.
• Excellent verbal and written communication skills.
• Interpersonal skills, including relationship-building skills with clients and co-workers.
• Ability to work independently and self-motivated.
• Ability to work in a team setting.
• Ability to multi-task and work in a fast-paced environment.
• Strong customer service skills.
• Strong presentation skills.

THE ROLE

The Client Relationship Lead will oversee all account management activities to reach strategic client service, retention, and sales objectives. In this role, you will work closely with the other members of the client service and broking teams to ensure that the needs of the clients are met or exceeded for all client deliverables. Additionally, you will leverage your expertise in the power generation industry to provide specialized insights and solutions.

DUTIES AND RESPONSIBILITIES INCLUDE BUT ARE NOT LIMITED TO:

• Plays an active role with clients, spending a significant proportion of their time “on the pitch” e.g., participates in major client meetings & stays abreast of account development.
• Supports client development opportunities as an industry expert, to reinforce CRD relationships.
• Leads development strategy, execution, and business growth.
• Oversees regional marketing efforts. Supports and drives key campaigns and focus areas at a regional level (e.g., Climate Risk and the Energy Transition).
• Leverages industry expertise to identify client needs in geography and provide innovative integrated value propositions across Willis Segments.
• Enhances industry awareness of Willis and brand/proposition and creates/adapts IP for external publication in Geography.
• Prepares proposals and presentations of appropriate products and services, using marketing resources, practice groups, and other technical specialists.
• Research and compiles answers to client policy and coverage questions.
• Initiates relationships with and communicates with client decision-makers and insurer personnel.
• Identifies, compiles, and manages information regarding account renewal and cross-sell opportunities.
• Requests and implements policy changes and wordings to ensure clients are receiving the broadest coverage available in the marketplace and tailor specific endorsements to address client exposures.
• Manages all client deliverables and delivery within mandated timeframes.
• Develops program design and final proposals for clients.
• Assists in the preparation of client submissions.
• Maintains accurate client database and sales pipeline.