- Work with senior colleagues to develop service plans that define the engagement and timing of engagement with the client
- 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
- Deliver high levels of the end-to-end ongoing client service, adhering to standardized policies, procedures, and service standards
- Work closely and maintain working relationships with key contacts globally, as required
- Responsible for the delivery of quality documentation in respect of insurance placements
- Liaise with technical and processing teams in the US, Ipswich and Mumbai
- Prepare client packs and carrier documentation, such as marketing packs, request for proposal, insurer meetings and renewal documentation
- Candidates must have great organizational skills along with key eye for detail
- 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 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 prioritize, 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