Account Executive – Insurance

Responsibilities

• Identify primary budget holders and decision makers within clients and the Willis Global Network, establish and maintain active relationships with these people
• Provide technical, industry and subject matter expertise where required (nationally in the UK and overseas)
• Draw on expertise within specialist technical teams within the BU and across the Group for clients as required
• Liaise with clients/the Willis Global Network and build strong relationships
• Determine appropriate solutions, structure, price and placement strategies that meet the clients' needs and deliver profitable business for a range of clients
• Grow existing portfolio by identifying new opportunities from existing accounts
• Work alongside (and provide direction as appropriate) to the CSE service team in Ipswich
• Provide renewal documentation with the support of CSE and Brokers

Actively drive the sales process and IBU Practice activity in relation to winning, retaining and developing profitable new clients.

• Develop and maintain a pipeline of prospects including research, initiation of contact, meetings, responding to RFPs, new business presentations, accurately maintaining Willis CRM database to create and convert sales opportunities
• Respond quickly and accurately to Network new business introductions
• Actively identify opportunities to work with colleagues across the WUKR/Global business to capitalise on account penetration and cross‑selling opportunities
• Maintain a detailed knowledge of products and services offered by Willis
• Network internally with other BUs, within the sector, and with external specialists (lawyers, TPAs, insurers)

Deliver optimisation of revenue from new and existing clients through the use of the full range of appropriate placement channels and markets for the specific client segment of the WUKR business.

• Work closely and maintain working relationships with market contacts (and the Broking Team) as required
• Ensure transparency of agency and other commitments made by WUKR to carriers and clients
• Ensure compliant processing of contracts as per FCA and contract certainty requirements
• Ensure accurate loading of data into the DMS system within agreed time and quality standards
• Check policies, market presentations and client documentation as appropriate
• Design programme and pricing structures based on market and client sector proposition knowledge

Lead and deliver the end-to-end ongoing client service, adhering to standardised policies, procedures and service standards. Support the BU in accurate budgeting, forecasting and tracking of revenue.

• Deliver high levels of client service in line with the WUKR standard operating procedures for client activity
• Manage client pricing to ensure each client meets agreed target profitability levels
• Proactively develop appropriate solutions and proposals for clients to ensure optimal client retention rates
• Communicate effectively with clients, associates, markets and others where appropriate to maximise service delivery levels
• Manage KPIs/SLAs to ensure targets are met
• Ensure adherence to Group policies, procedures and all regulatory requirements
• Provide feedback on corrective action required to retain clients or enhance process performance, actively supporting the implementation of any actions that are put in place

Support the overall operational governance and decision‑making process for BU and WUKR. Support management and Willis in the management of risks applicable to BU. Perform any other duties commensurate with the position or level of responsibility.

Are you a driven professional with a passion for building relationships, delivering client‑focused solutions, and growing business? Do you thrive in a fast‑paced environment where your technical expertise and strategic approach make a real impact? We are seeking a talented individual to join our team and help us deliver outstanding service and results to our valued clients across the UK and internationally.

• Proven track record of delivering…