Client Account Executive

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.

Requirements

• Education & Experience
• Technical Skills
• Soft Skills
• Degree in Insurance, Business Administration, or related field.
• Previous experience in a similar role (1-2 years) within the insurance industry is preferred.
• Strong understanding of insurance processes (underwriting, claims, renewals).
• Proficiency in office software and internal systems (CRM, document management).
• Excellent communication and client relationship skills.
• Strong organizational abilities and attention to detail.
• Ability to work independently and as part of a team.

WTW est un employeur garantissant l'égalité des chances.