WTW
Account Manager - Financial Institutions (FINEX)
To design and deliver solutions that manage risk, optimize benefits, cultivate talent, and expand the power of capital to protect and strengthen institutions and individuals
Sales and customer success
Full-time
Office | Sydney, NSW, Australia
Visa sponsorship · No
Senior · A role for someone with advanced knowledge and skills. May involve mentoring, leading others or specialisation. Typically at least 5 years of experience.
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Why WTW
WTW provides data-driven, insight-led solutions in the areas of people, risk and capital. Leveraging the global view and local expertise of their colleagues serving 140 countries and markets, they help to sharpen your strategy, enhance organizational resilience, motivate your workforce and maximize performance.
About the role
Description
We are currently seeking a motivated Account Manager to join our Financial Institutions team in either the Sydney or Melbourne office.
The successful candidate will be joining a highly motivated team that manages a range of corporate and mid-market clients. This role requires a diligent team player who can demonstrate excellent interpersonal, organisational, and time management skills and who can contribute to all aspects of client service by assisting the team in maintaining and growing its existing portfolio. WTW will provide you with the opportunity to enhance your skill set and broaden your knowledge in the complexities of Financial Institutions products, including but not limited to Professional Indemnity, Directors & Officers Liability, and Crime Insurance.
The Role As a member of a highly motivated team, the successful candidate will be responsible for:
- Identifying insurable risks and designing and negotiating appropriate insurance solutions for the client.
- Developing and maintaining business relationships with new and existing clients, insurers, and networks.
- Working collaboratively with internal and external stakeholders to maintain and grow strong client and insurer relationships.
- Managing and supporting the team on our large, complex clients and maintaining and growing your own portfolio of clients.
- Promoting the Willis Towers Watson brand within the insurance industry, both locally and nationally.
Qualifications
The Requirements
- Excellent attention to detail
- Proven ability to understand and meet clients’ and prospects’ needs
- Tier 1 (insurance broking) qualification
- Excellent report-writing skills, supported by a high level of competency in Word and Excel, and knowledge of PowerPoint
- Outstanding oral, written communication, and presentation skills, both on an individual and small-group basis
- Strong time management skills to keep you ahead of your schedule and workload
- Professional, reliable, and able to work autonomously with minimal guidance
- We’ll love your drive, ambition, and focus on excellence
- Previous financial and executive risks experience (5+ years desirable)
- Understanding of financial products and financial markets is desirable but not required
- Degree qualification is preferred but not required
What you'll be responsible for
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Sales Pipeline Fulfilment
Ensure the top of the sales pipeline is adequately filled with quality leads
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Customer Advocacy and Feedback
Advocate for customers by providing feedback to internal teams on how to better meet customer needs
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Sales Pipeline Management
Efficiently navigate the CRM and other operational tools to create, update, retrieve, and understand information about accounts and opportunities
Skills you'll need
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Collaboration
Works with others by being open, clear in communication and listening to achieve goals
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Results orientation
Focuses on outcomes and the steps it takes to achieve them
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Problem solving
Identifies problems and develops logical solutions that address the problems
Meet the team
