Join our FINEX Practice, based in Melbourne or Sydney, as an Account Executive in our dedicated Due Diligence and Private Equity team. Bring your project skills and insurance knowledge to this fast-paced and exciting role.

The team is responsible for the management and delivery of insurance due diligence for clients undertaking mergers, acquisitions, divestments, and project financing activities. The team also manages relationships with private equity firms and their portfolio companies, working collaboratively with colleagues in financial lines, property, casualty, workers’ compensation, and specialty teams to win new broking appointments and maintain the renewal book.

The role would suit a diligent team player who can demonstrate excellent interpersonal, organisational, and time management skills, is self-motivated, and can contribute to all aspects of client service and project delivery.

The Role

Assisting senior brokers with all aspects of the delivery of Due Diligence reports, including managing client information requests, report writing, premium calculations, and liaising with specialist brokers in financial lines, property, casualty, and workers' compensation. Engaging with transaction stakeholders (private equity firms, lawyers, investment banks) to develop relationships and coordinate the day-to-day delivery of projects. Reviewing documentation, including sale and purchase agreements, due diligence reports, insurance programs, and risk information, and producing reports and advice as requested. Delivering superior client service by being responsive and available to meet clients’ demands and timelines. Contributing to the overall achievement of the team’s annual new business target. Ensuring the accuracy and quality of the team's WIP and pipeline on a weekly basis. Our business continues to grow due to the excellence of our work and our relationships with clients; therefore, the successful applicant will be supportive of our ongoing growth and success. Over time, the Account Executive will have opportunities to manage their own small projects with supervision and contribute to business development activities.

The Requirements

Tier 1 Insurance qualification, or a willingness to obtain oneExcellent administrative and support skillsExperience in an Account Executive, Account Broker, or Underwriting role, working with corporate and/or global clientsSound oral and written communication skillsStrong attention to detail, with the ability to manage multiple priorities and deadlines while keeping all stakeholders informed and maintaining a proactive approach in a dynamic environmentExcellent time management skills, with an awareness of the time-sensitive nature of advisory transactions, and the ability to work on multiple projects simultaneouslyProficient in all Microsoft Office productsStrong interpersonal skills, with the ability to work under pressure, resolve conflicts, and negotiate effectively

 

Why Join WTW?

WTW provides a competitive benefits package which includes the following (eligibility requirements apply):

Annual bonusCompany paid salary continuance insuranceLife and TPD insurance Hybrid workingNetworks (Gender, Wellbeing, Pride)Career Growth – internal opportunities and development programs

At WTW, we trust you to know your work and the people, tools and environment you need to be successful. The majority of our colleagues work in a ”hybrid” style, with a mix of in-person and in-office interactions dependent on the needs of the team, role and clients. Our flexibility is rooted in trust and “hybrid” is not a one-size-fits-all solution.

We understand flexibility is key to supporting an inclusive and diverse workforce and so we encourage requests for all types of flexible working. Please speak to your recruiter to discuss more.

At WTW, we believe that a culture of inclusion and diversity is critical to our business. It's not a separate initiative – rather it’s fundamental to everything we do. We are an equal-opportunity employer who is committed to fostering an inclusive work environment and embrace diversity including gender, nationality, disability, age, marital/parental status, ethnicity, gender identity and sexual orientation. We welcome applications from people from all backgrounds.  

In the spirit of reconciliation Willis Towers Watson acknowledges the Traditional Custodians of country throughout Australia and their connections to land, sea and community. We pay our respect to their Elders past and present and extend that respect to all Aboriginal and Torres Strait Islander peoples today. 

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