Client Executive
Core
Manage client portfolios, ensure risk management and insurance needs are met, and support senior brokers in the insurance sector.
Role type
Client Executive (Insurance Brokerage)
Builds
Client insurance programs and risk management solutions
Domain
Insurance / Financial Services
Deliverable
client delivery
Required skills
client relationship management, claims management, documentation preparation, data management, negotiation, workflow management, regulatory compliance
Preferred skills
Continuous Professional Development (CPD), new business target achievement, premium funding management
Technologies
MS Office, eGlobal, WTW systems
Responsibilities
Prepare client documentation and invoices; ensure 100% accuracy of documentation; support Senior Brokers in managing larger clients' insurance programs; develop and maintain relationships with insurers and clients; maintain comprehensive client data; compare renewal terms and negotiate with underwriters; liaise with offshore Operations Support team; respond to client claims enquiries; manage workflow and diary systems; ensure premium funding and debtor collections; achieve compliance with legislative requirements.
Seniority
Entry to Mid-level, individual contributor