As a Lead Associate within our Financial Solutions Trade Credit team, based in Cardiff you will be working in a team focussing on a broad base of UK and International Corporate and Financial Institution clients. The Role:
- Taking responsibly for client management; including placement strategy, general query management, credit limit facilitation, claims handling and expanding client relationships.
- Working with existing clients to review their existing programmes, presenting best possible solutions.
- Completion of formal client documentation in accordance with the relevant compliance procedures; preparing broking documentation (e.g. confirmation of cover and endorsements).
- Be an active user on all WTW systems including CRM and broking platform, ensuring adherence to all WTW standards.
- Attend and present at industry events and conferences, when necessary.
- Develop good working relationships and work closely with the main Insurers in the region.
- Develop relationships with WTW colleagues within the broader WTW network with the intention of unlocking Trade Credit opportunities.
- Support the team in accurate budgeting, forecasting and tracking of revenue (including allocations)
- Coordinating and streamlining management information for the team (income monitoring).
- Contribute to delivery of our new business strategy and targets within the Global Line of Business.
- Support new business initiatives to Corporates, Banks and other Financial Institutions.
- Educated to Degree level. With Industry Qualifications (E.g. CII and/or CICM).
- Prior experience in Trade Credit (both Whole turnover and Excess of Loss policies).
- Knowledge of Receivables Financing, Captive Solutions, and Syndications would be beneficial.
- Problem solving and decision-making skills essential.
- Excellent communication (written, verbal, oral & presentation) skills and interpersonal skills essential.
- Must be able to work in a fast-paced and dynamic team environment where lateral thinking, initiative, self-motivation and decision-making skills are crucial.
- Good use of Microsoft Excel, Word and PowerPoint.
- Knowledge of the credit Insurance product suite and previous relationships with UK carriers preferred.
- Excellent organisational skills and ability to juggle a large workload and prioritise work effectively.
- Strong team player with good people and leadership skills.