Client Relationship Management

Develop and manage relationships with clients, underwriters, and service providers. Understand client business and risk management needs to deliver tailored solutions. Lead client strategy, pricing, and placement to ensure profitable outcomes.

Business Development

Drive new business acquisition and client retention. Maintain and convert a pipeline of prospects through research, meetings, and RFP responses. Collaborate across business units to identify cross-selling opportunities.

Broking & Placement

Design insurance programs and placement strategies aligned with client needs and market conditions. Negotiate with insurers in London and international markets. Ensure compliance with internal guidelines and regulatory requirements.

Operational & Leadership Duties

Develop service plans and manage end-to-end client service delivery. Support budgeting, forecasting, and revenue tracking. Act as a senior point of contact, providing technical expertise and mentoring team members.

Additional Responsibilities

Represent FINEX/WTW in industry panels and events. Promote a high-performance culture and uphold company policies. Expert knowledge of D&O and financial lines productsACII-qualified, studying, or committed to ACIIDemonstrated excellence in client service and business developmentInsight into global insurance markets and broking/claims processesProficient in Microsoft Office, Outlook, and web-based tools 

Key Skills

Strong communicator, negotiator, and influencerPersuasive written and verbal presentation abilitiesAnalytical mindset with clear, focused problem-solvingResults-driven, able to lead teams and drive change quicklyExcellent relationship-builder at all organizational levelsBusiness and political awareness 

Compliance & Professionalism

Holds all required UK regulatory licenses and meets FCA standardsRepresents the firm with credibility and integrity

 

Equal Opportunity Employer

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 organization. We embrace all types of diversity.

 

At WTW, we trust you to know your work and the people, tools and environment you need to be successful. The majority of our colleagues work in a ”hybrid” style, with a mix of remote, in-person and in-office interactions dependent 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.