Account Executive - Corporate
Core
Manage and grow a portfolio of corporate clients by identifying and meeting their risk management and insurance needs, primarily in Property & Casualty (P&C).
Role type
Account Executive (Corporate Insurance)
Builds
Client insurance programs and risk management solutions
Domain
Insurance broking / Corporate P&C
Deliverable
client delivery
Required skills
Client servicing, documentation preparation, database management, insurer liaison, compliance adherence, premium funding management, debtor collections, report writing, MS Office proficiency
Preferred skills
Experience with Microsoft Copilot, offshore team collaboration
Responsibilities
Prepare client documentation and invoices (renewal questionnaires, quote slips, manuals), ensure 100% accuracy of documentation, support Senior Brokers in managing larger clients, maintain comprehensive client data on WTW systems, compare renewal terms and advise on changes, liaise with offshore Operations Support team, ensure premium funding and debtor collections, maintain compliance with legislative requirements