Insurance Account Executive — Client Growth & Risk Mgmt

WTW

Sydney

Hybrid

AUD 80,000 - 120,000

Full time

2 days ago
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Benefits offered by this job

Annual bonus
Company paid salary continuance
Life and TPD insurance
Career Growth – internal opportunities

Job summary

WTW is seeking an Account Executive in Sydney to manage a portfolio of corporate clients, supporting senior brokers and ensuring risk management and insurance needs are met. You will prepare documentation, maintain client data, and liaise with underwriters to deliver high-quality service.

The role emphasizes accuracy, stakeholder relationship-building, and collaboration with offshore teams to meet client and insurer expectations.

Qualifications

  • Experience in the insurance or insurance broking industry, ideally with corporate/P&C experience.
  • Strong written and verbal communication for individuals and small groups.
  • Excellent report writing and correspondence skills.
  • Ability to prioritize, meet deadlines and work under pressure.
  • Team player with credibility and ability to gain trust.
  • Proficient in MS Office; experience with Microsoft Copilot preferred.
  • Good understanding of internet and intranet applications.
  • Willing to take on additional duties when required.

Responsibilities

  • Prepare client documentation and invoices such as renewal questionnaires and quotes.
  • Ensure 100% accuracy of documentation and obtain approvals before distribution.
  • Support Senior Brokers in managing larger clients’ insurance, risk management and programs.
  • Develop and maintain relationships with insurers, clients and stakeholders, representing WTW professionally.
  • Maintain comprehensive client data on WTW systems and databases.
  • Compare renewal terms with prior year and advise brokers of changes.
  • Work with offshore Operations Support (Mumbai) to deliver documentation.
  • Liaise with Operations on issues and suggest improvements.
  • Ensure premium funding is offered and debtor collections per terms.
  • Achieve and maintain compliance with relevant legislative requirements.

Skills

Insurance industry experience
Client servicing
Communication skills
MS Office proficiency
Quick learner

Tools

MS Office
Microsoft Copilot

Job description

WTW is seeking an Account Executive in Sydney to manage a portfolio of corporate clients, supporting senior brokers and ensuring risk management and insurance needs are met. You will prepare documentation, maintain client data, and liaise with underwriters to deliver high-quality service.

The role emphasizes accuracy, stakeholder relationship-building, and collaboration with offshore teams to meet client and insurer expectations.

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