Account Manager - Financial Lines

Working within the Financial, Professional and Executive Risks (FINEX) team in Melbourne, the successful candidate will be responsible for servicing and growing an established portfolio of clients. As part of a vibrant and high-performing team, the role will involve all aspects of client servicing, insurance market engagement and negotiation, and collaboration with colleagues across WTW to deliver integrated client solutions. 

The Role

• Take ownership of portfolio growth by identifying opportunities to expand client programs, increase revenue, improve client retention, and secure new business opportunities. 

• Review clients’ risk management and insurance objectives to deliver high-quality service and risk solutions. 

• Collaborate across WTW teams to design, deliver and manage small-medium and complex insurance programs. 

• Develop and maintain strong relationships with clients, insurers and internal stakeholders to support long-term business growth. 

• Leverage the full breadth of WTW’s capabilities and specialist expertise to identify opportunities and provide value-added solutions to clients. 

• Act as a FINEX subject matter expert, providing technical guidance and market insights to both clients and colleagues. 

• Maximise revenue from the existing client portfolio through proactive client engagement, profitability analysis, and optimisation of available facilities and market solutions. 

• Identify and pursue new business opportunities by leveraging existing networks and developing new professional relationships. 

• Maintain accurate and comprehensive client information within WTW systems, databases and reporting tools. 

• Contribute to new business tenders by preparing content, supporting strategy development, and representing FINEX as part of client presentations and pitch teams. 

• Promote the WTW brand and FINEX proposition within the insurance industry, professional networks and broader business community. 

• Prepare high-quality client and insurer documentation, ensuring accuracy and attention to detail in all communications.

• Ensure all documentation and client activities comply with company policies, service standards, regulatory requirements and compliance procedures. 

• Manage the timely and accurate production and processing of quotations, reports, invoices, premium calculations, endorsements and policy adjustments. 

• Support effective credit control processes, including premium funding discussions, debtor management and adherence to insurer placement requirements. 

• Oversee claims management activities to ensure agreed service standards are met

• Maintain a strong understanding of market developments, insurer appetite, emerging risks and industry trends to provide informed advice to clients. 

• Support the continued growth of the Melbourne FINEX business through active participation in strategic initiatives, market engagement and business development activities

The Requirements

• A minimum of five years' experience in insurance broking, underwriting, or legal practice, with expertise in Financial Lines and Professional Risks insurance.

• Proven ability to assess client needs, negotiate with insurers, and deliver effective risk and insurance solutions.

• Strong client focus and relationship management skills.

• Excellent verbal and written communication skills, with the ability to engage effectively with clients, insurers, and colleagues.

• Sound commercial acumen and understanding of the business environment.

• Strong organisational and time management skills, with a proactive approach to work.

• Professional, collaborative, and able to work independently and as part of a team.

• Tier 1 Insurance Broking qualification, or willingness to obtain it.

• Proficiency in Microsoft Office applications, including Word, Excel, and PowerPoint.

• Growth mindset with the ability to identify opportunities and contribute to business development.

Why Join WTW?

WTW provides a competitive benefits package which includes the following (eligibility requirements apply):

• Annual bonus

• Company paid salary continuance insurance

• Life and TPD insurance 

• Hybrid working

• Networks (Gender, Wellbeing, Pride)

• Career Growth – internal opportunities and development programs

At WTW, we trust you to know your work and the people, tools and environment you need to be successful. The majority of our colleagues work in a ”hybrid” style, with a mix of in-person and in-office interactions dependent on the needs of the team, role and clients. Our flexibility is rooted in trust and “hybrid” is not a one-size-fits-all solution.

We understand flexibility is key to supporting an inclusive and diverse workforce and so we encourage requests for all types of flexible working. Please speak to your recruiter to discuss more

At WTW, we believe that a culture of inclusion and diversity is critical to our business. It's not a separate initiative – rather it’s fundamental to everything we do. We are an equal-opportunity employer who is committed to fostering an inclusive work environment and embrace diversity including gender, nationality, disability, age, marital/parental status, ethnicity, gender identity and sexual orientation. We welcome applications from people from all backgrounds. 

In the spirit of reconciliation Willis Towers Watson acknowledges the Traditional Custodians of country throughout Australia and their connections to land, sea and community. We pay our respect to their Elders past and present and extend that respect to all Aboriginal and Torres Strait Islander peoples today.

We’re committed to equal employment opportunity and provide application, interview and workplace adjustments and accommodations to all applicants. If you foresee any barriers, from the application process through to joining WTW, please email [email protected]

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