Account Executive - Real Estate

Responsible for delivery of outstanding client service and support for new and existing business within the Real Estate Practice.

The Role

• Day to day client service, answering queries received directly from clients, brokers and other third parties, communicating by voice as well as email including:
  • cover advice on scenarios applied across entire insurance portfolio
  • contract reviews
  • additions/deletions of cover
  • acquisitions/disposals
• Technical analysis, renewal strategy, coverage review and alternative programme design
• Data review, validation and manipulation
• Application of technical and client knowledge to full suite of documentation required to renew / place business within London Market (including Market Presentations, MRC, Endorsements etc.) post drafting
• Interpretation and review of quotations, to ensure fit for purpose and meet client demands/needs
• Negotiation of renewal terms/quotations and mid-term cover alterations
• Completion of Renewal Reports - applying both technical and bespoke client knowledge to finalise post drafting.
• Completion of summaries of insurance for all interested parties (client / managing agents / tenants / network) - applying both technical and client knowledge post drafting
• Attendance at key client and market meetings
• Working with clients, Insurers and overseas network to address and resolve technical and portfolio issues outside of renewal
• Liaison with other divisions/offices of WTW to provide portfolio management for renewal and mid-term requirements

The Requirements

• Preferably educated to A level or relevant industry experience
• Preferably with professional qualification of ACll or working towards
• Comprehensive knowledge of insurance and underwriting in order to deal effectively with client needs
• Strong interpersonal and communication skills with the ability to build relationships with new clients and insurers and maintain strong relationships with existing ones
• Able to deal professionally with internal and external contacts, able to represent BU and the wider WTW Group with a high level of credibility
• Excellent client focus with proven experience of delivery of high levels of direct client service
• Ability to analyse situations and provide recommendations to identify optimum solutions for clients
• Good understanding of the processes that support the operating model and strategy for the GB Retail overall
• Experience of working with and adhering to processes and systems that support client service delivery
• Intermediate level of IT systems (Microsoft office)
• Intermediate knowledge of data analysis
• Good presentation skills
• Working knowledge of the Real Estate market with a minimum of three years experience in this area

Equal Opportunity Employer

This employer is a corporate member of myGwork - LGBTQ+ professionals, the business community for LGBTQ+ professionals, students, inclusive employers & anyone who believes in workplace equality.