Lead Consultant

As Lead Consultant This position is at a manager level in the area of maintaining client relationships.  It will typically be supporting consultants for high touch clients in providing the products and services as agreed with them. It also has responsibility for the overall financial performance of the team, ensuring the delivery of retention, new-from-existing and new/new sales targets.

You will be in day to day communication liaison with Operations team, Consultants, Clients and Insurers.

Performance Objectives:

Clients

• Manages a portfolio of selected or high-touch clients and ensures delivery of required services to them in coordination with other teams.
• Ensures that roles and responsibilities with respect to client service are understood and clearly communicated. Also that effective communication is maintained with the consultants on any large accounts. Supports the consultants in meetings with clients as required.  Maintain direct contact with clients as agreed with the consultants. Ensures that his/her team also maintain contact with clients as agreed with consultants.

Excellence

• Implements and maintains compliance processes in accordance with the H&B Excellence Model.
• Responsible for compliance of all activities on his/her placements. 

Financial

• Ensures the consultants are fully informed of revenue and margin requirements in order to deliver agreed level of service to clients, and supports the consultants in meetings to this end.
• Responsible for profitability of clients within his/her portfolio. 
• Responsible for actively cross selling existing clients handled by his/her team.
• Responsible for retention.

People

• Complete mandated trainings.
• Responsible for developing and upskilling the skills of fellow consultants.  This includes facilitating coaching and mentoring programmes from within, and outside the team to ensure that all team members have properly constituted Personal Development Plans.

Coordinates his/her teams interaction with the different H&B teams.

The Requirements

• Good level of standard education.
• Computer literacy
• Working knowledge of Excel, MS Project, MS Word
• Insurance industry experience
• Strong financial skills; 
• Strong interpersonal and team skills
• Polished and well developed oral and written communication skills
• Self-starter attitude and ability to work with ambiguity 
• Flexibility and proven ability to diagnose and resolve issues
• Strong analytical and creative skills
• Working knowledge of Excel, MS Project, MS Word
• Bachelor’s degree required 

The Application Process

• Stage 1: Online application and recruiter review  
• Stage 2: Live video interview with hiring manager and team  
• Stage 3: Online assessment 
• Stage 4: Offer and onboarding.

We’re committed to equal employment opportunity and provide application, interview and workplace adjustments and accommodations to all applicants. If you foresee any barriers, from the application process through to joining WTW, please email candidate.helpdesk@willistowerswatson.com.