Account Executive – Insurance

Willis Towers Watson; Ipswich; On-site; GBP 40,000 - 60,000; Full time

Job summary

A leading global advisory firm is seeking a driven professional to join their Ipswich team. This role focuses on building relationships, delivering client-focused solutions, and driving business growth. The ideal candidate will have experience in client service within the insurance industry and a passion for engaging clients effectively. Join us to contribute to outstanding service and results in a hybrid working environment.

Benefits

Hybrid working options

Inclusive workplace culture

Qualifications

• Proven track record of delivering high levels of client service.
• Experienced in the new business sales process with a track record of converting prospects to clients.
• Strong practical knowledge of account development.

Responsibilities

• Identify budget holders and maintain relationships.
• Drive the sales process and develop profitable new clients.
• Lead client service delivery and adherence to policies.

Skills

Client service expertise

Account development

Insurance market knowledge

Relationship building

Communication skills

Negotiation skills

Education

Registered with FSMA as PCP

5+ years in insurance industry

Job description

Responsibilities

• Identify primary budget holders and decision makers within clients and the Willis Global Network, establish and maintain active relationships with these people
• Provide technical, industry and subject matter expertise where required (nationally in the UK and overseas)
• Draw on expertise within specialist technical teams within the BU and across the Group for clients as required
• Liaise with clients/the Willis Global Network 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 opportunities from existing accounts
• Work alongside (and provide direction as appropriate) to the CSE service team in Ipswich
• Provide renewal documentation with the support of CSE and Brokers

Business Development Responsibilities

Actively drive the sales process and IBU 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 Willis CRM database to create and convert sales opportunities
• Respond quickly and accurately to Network new business introductions
• Actively identify opportunities to work with colleagues across the WUKR/Global business to capitalise on account penetration and cross‑selling opportunities
• Maintain a detailed knowledge of products and services offered by Willis
• Network internally with other BUs, within the sector, and with external specialists (lawyers, TPAs, insurers)

Placement Management Responsibilities

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 WUKR business.

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

Operational and Service Delivery Responsibilities

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 WUKR 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 optimal client retention rates
• Communicate effectively with clients, associates, markets and others where appropriate to maximise service delivery levels
• 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

General Responsibilities

Support the overall operational governance and decision‑making process for BU and WUKR. Support management and Willis in the management of risks applicable to BU. Perform any other duties commensurate with the position or level of responsibility.

Who We’re Looking For

Are you a driven professional with a passion for building relationships, delivering client‑focused solutions, and growing business? Do you thrive in a fast‑paced environment where your technical expertise and strategic approach make a real impact? We are seeking a talented individual to join our team and help us deliver outstanding service and results to our valued clients across the UK and internationally.

Key Knowledge, Skills & Experience

• Proven track record of delivering high levels of client service
• Proven ability to service 'volume' business to SME businesses in the UK
• Strong practical knowledge of account development and appropriate tools to achieve this aim
• Experienced knowledge of insurance markets globally to effectively meet client and Willis Global Network needs
• Knowledge of Willis products and services
• Experienced in the new business sales process with a 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 IBU Practice, WUKR and Willis 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
• International/'Reverse Flow' industry expertise ideal
• Registered with FSMA (the Belgian Insurance Regulator) as a PCP (Person in Contact with the Public), 5+ years' experience in the insurance industry, and prepared to sit and pass the required FSMA examinations within the first year of appointment

At WTW, we believe difference makes us stronger. We want our workforce to reflect the different and varied markets we operate in and to build a culture of inclusivity that makes colleagues feel welcome, valued and empowered to bring their whole selves to work every day. We are an equal‑opportunity employer committed to fostering an inclusive work environment throughout our organisation. We embrace all types of diversity. The majority of our colleagues work in a "hybrid" style, with a mix of remote, in‑person and in‑office interactions depending 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.