Corporate Account Director

Location UK / Belfast

Job Type Permanent full-time

Salary Not disclosed

Updated 3 days ago

Reference 1438980

 Job Description

Great opportunity to manage and develop existing relationships and grow a portfolio within the business


Corporate Account Director

Responsible for a portfolio of clients and prospects with accountability for retention of clients and new business development. Will manage and develop client and Willis Towers Watson (WTW) relationships and grow portfolio within the business unit and will be responsible for targeting and converting prospects.

The Role

 Client Relationship Management

  • Understand the clients’ business and their risk management needs and look for solutions to deliver those needs through the provision of ongoing service. 
  • Understand, apply and where necessary explain the business unit policies and procedures.
  • Identify primary budget holders and decision makers within clients, establish and maintain active relationships with these people
  • Provide technical, industry and subject matter expertise where required
  • Draw on expertise within specialist technical teams within the BU and across the Group for clients as required
  • Liaise with clients 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 from existing opportunities
  • Work alongside (and provide direction as appropriate) to the CSE service team
  • Provide renewal documentation with the support of CSE and Brokers

 Business Development

  • Actively support the drive of the sales process and business area 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 WTW CRM database in order to create and convert sales opportunities
  • Respond quickly and accurately to new business introductions
  • Actively identify opportunities to work with colleagues across the business to capitalise on account penetration and cross selling opportunities
  • Maintain a detailed knowledge of products and services offered by WTW
  • Networking – internally with other BUs, within the sector, and with external specialists (lawyers, TPAs, insurers).

 Placement Management

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

 Operational and Service Delivery

  • 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 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 optimum client retention rates
  • Communicate effectively with clients, associates, markets and others where appropriate to maximise service delivery levels
  • Development of service plans that define the engagement and timing of engagement with the client
  • 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

 Other

  • Support the overall operational governance and decision making process for BU and WTW
  • Support management and WTW in the management of risks applicable to BU
  • Any other duties commensurate with position or level of responsibility
  • Maintain relevant qualifications required for the role

 The Requirements

  • Minimum of 5  years experience working as a Corporate Account Director/Executive or similar role
  • Holds all regulatory licences, permissions and technical or other requirements applicable under UK legislation and FCA rules and guidelines
  • Preferably educated to a degree level
  • Preferably with professional qualifications of ACII or similar
  • Willingness to travel to other locations as required
  • Proven track record of delivering high levels of client service
  • Strong practical knowledge of account development and appropriate tools to achieve this aim
  • Experienced knowledge of insurance markets globally in order to deal effectively with client and company needs
  • Knowledge of WTW products and services
  • Experienced at new business sales process and track record of converting prospects to clients
  • Skilled at building effective relationships, at all levels, with clients, prospects, associates, insurers and external specialists
  • Ability to represent the practice and WTW with integrity and credibility
  • Strong communication, negotiation and influencing skills
  • Experience of working with and adhering to processes and systems to support client service delivery

 The Company

Willis Towers Watson is a leading global advisory, broking and solutions company that helps clients around the world turn risk into a path for growth. With roots dating to 1828, Willis Towers Watson has 40,000 employees serving more than 140 countries. We design and deliver solutions that manage risk, optimize benefits, cultivate talent, and expand the power of capital to protect and strengthen institutions and individuals. Our unique perspective allows us to see the critical intersections between talent, assets and ideas – the dynamic formula that drives business performance. Together, we unlock potential. Learn more at willistowerswatson.com.

 

Willis Towers Watson is an equal opportunity employer

 Willis Towers Watson believes that effectively managing a diverse workforce is vital to our business strategy. We have an obligation to our organization, ourselves and our clients to hire and develop the best people we can find. We will continually review our policies and practices to ensure that all areas of the employment process (including recruiting, hiring, work assignments, compensation, benefits, promotions, transfers, company-sponsored development programs and overall workplace experience) are free from discriminatory practices. We are committed to equal employment opportunities at Willis Towers Watson.

 Unsolicited Contact

Any unsolicited resumes/candidate profiles submitted through our web site or to personal e-mail accounts of employees of Willis Towers Watson are considered property of Willis Towers Watson and are not subject to payment of agency fees. In order to be an authorized Recruitment Agency/Search Firm for Willis Towers Watson, any such agency must have an existing formal written agreement signed by an authorized Willis Towers Watson recruiter and an active working relationship with the organization. Resumes must be submitted according to our candidate submission process, which includes being actively engaged on the particular search. Likewise, for our authorized Recruitment Agencies/Search Firms, if the candidate submission process is not followed, no agency fees will be paid by Willis Towers Watson. Willis Towers Watson is an equal opportunity employer.