Account Manager - Financial Lines
Core
Account Manager responsible for servicing and growing an established portfolio of clients in Financial, Professional, and Executive Risks (FINEX), delivering integrated insurance solutions and driving revenue growth.
Role type
Senior Account Manager (Financial Lines)
Builds
Integrated client insurance programs and risk solutions
Domain
Insurance / Financial Lines / Professional Risks
Deliverable
client delivery
Required skills
portfolio growth strategy, risk management assessment, insurance market negotiation, client relationship management, commercial acumen, claims management oversight, market trend analysis, quotation and policy administration
Preferred skills
Tier 1 Insurance Broking qualification, proficiency in Microsoft Office, strategic business development
Technologies
WTW systems, databases, reporting tools, Microsoft Office (Word, Excel, PowerPoint)
Responsibilities
Identify opportunities to expand client programs and secure new business; Review clients' risk management objectives to deliver high-quality solutions; Collaborate across teams to design and manage complex insurance programs; Act as a FINEX subject matter expert providing technical guidance; Maximize revenue through profitability analysis and optimization of market solutions; Prepare high-quality client and insurer documentation ensuring compliance; Manage timely production of quotations, reports, invoices, and policy adjustments; Oversee claims management activities to meet service standards.
Seniority
Senior, hands-on IC