Client Account Executive at Willis Towers Watson

Job Identification: 202505034

Job Role

• The Client Account Executive is responsible for managing client accounts, coordinating insurance documentation, handling claims, and supporting business development activities.
• The role requires close collaboration with clients, insurers, and internal teams to ensure efficient service delivery and accurate record-keeping.

Responsibilities

• Contract & Underwriting: Prepare slips, endorsements, certificates, and meeting notes; follow up on policy documents.
• Billing & Payments: Issue debit/credit notes, track payments, and coordinate with accounts.
• Renewals: Send renewal notices, organize meetings, and update records.
• Claims: Verify coverage, forward documentation, and monitor claim progress.
• Reconciliation: Prepare account statements and resolve discrepancies.
• Documentation: Draft correspondence and maintain organized records.
• Business Development: Support client outreach, meetings, and CRM updates.
• Other Tasks: Assist with additional duties as assigned.

Qualifications / Requirements
Education & Experience:

• Degree in Insurance, Business Administration, or related field.
• Previous experience in a similar role (1-2 years) within the insurance industry is preferred.

Technical Skills:

• Strong understanding of insurance processes (underwriting, claims, renewals).
• Proficiency in office software and internal systems (CRM, document management).

Soft Skills:

• Excellent communication and client relationship skills.
• Strong organizational abilities and attention to detail.
• Ability to work independently and as part of a team.