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- Liaise with clients and develop strong relationships, with degree of interaction scoped out between Account Executive and Account Director/Team Leader.
- Work closely and maintain working relationships with key market contacts (and the Broking Team) as required.
- Lead and deliver the end-to-end ongoing client service, adhering to standardised policies, procedures, and service standards.
- Provide Second Pair of Eyes (SPOE) checking on placement documentation throughout the placement process, subject to management approval and formal training completion.
- Liaison with Natural Resources Gateway team members.
- Manage revenue ensuring income figures on their accounts are accurately reported on the Revenue Analysis and Forecasting Tool (RAFT) via the RAFT Updater and in
- CRM Dynamics Sales Hub for prospects with the nominated CRM Updaters (in close co-operation with Growth Leaders and/or sales and strategy focussed colleagues as appropriate) including budgeting and collection of engineering fees.
- Adherence to and accountability for:
- ensure adherence to all work practices such as Client Excellence Model (CEM) Contract Builder, Fair Market Appraisal, Document Management System, and the like.
- key operational metrics such as Business Quality Management (BQM).
- completion of all compulsory training and Continuing Professional Development (CPD) hours.
- Manage Stakeholders across WTW including but not limited to WTW Network offices, Natural Resources locations globally.
- Ability to deliver high levels of client service.
- Ability to build effective relationships, at all levels, with clients, prospects, associates, insurers, and external specialists.
- Ability to represent the practice and WTW with integrity and credibility.
- Excellent communication, negotiation and influencing skills, articulate.
- Experience and willingness of working with and adhering to processes and systems to support client service delivery.
- Ability and willingness to learn.
- Time management.
- Insurance Industry experience beneficial but not compulsory
- Study towards or willingness to complete Certificate CII beneficial.
- Proficiency in Microsoft Word, PowerPoint, and Excel
