Account Executive Facultative
Dubai, United Arab Emirates
Job Description
the Role Client Relationship Management: Work on assigned New Business, Renewal placements and clients to complete the following activities, under supervision of the Lead Broker:
- Pipeline population and updates into CRM, as advised by Lead Broker
- Create and maintain placement file on Electronic Filing System/Document Management System (DMS)
- File all pertinent information related to assigned placements
- Conduct DFSA (Dubai Financial Services Authority) onboarding of new clients
- Conduct Know Your Customer checks (KYC) refreshers as and when required
- Log requests on Service Hub for Mumbai Placing & Billing Team to prepare MRC’s (Market Reform Contracts), Invoices and Evidence of Covers (EOCs)
- Coordinate with Mumbai Placing & Billing (P&B) Team on queries, errors, revisions etc.
- Share all documentation produced by Mumbai P&B with the Lead Broker
- Perform Sanctions Checks on SMART tool through coordination with Lead Broker on resolution of issues and queries
- Perform Third Party Approval process by populating the Third-Party Scorecard through coordination with Lead Broker on resolution of issues and queries
- Check Market Security and TOBA (Terms of Business Agreement) status of markets being proposed and advise to Lead Broker
- Ensure Market Security Status (including non-approved market letters, fact sheets) are informed to the Lead Broker
- Populate market appraisal information by use of FMA (Fair Market Appraisal) tool/Market Appraisal Sheet
- Evaluate Organisation setup (Client, Insured, Reinsured, Reinsurers, Third Party etc.) on Eclipse and initiate actions accordingly, including due diligence (KYC) where required
- Coordinate with central KYC and Sanctions Teams on queries, errors, revision etc.
- Prepare CEM (Client Excellence Model) Quote-to-Client (QTC) and Confirmation of Cover (CoC) where requested, and submit to Lead Broker
- Relevant academic qualification or equivalent experience
- Relevant professional qualification or equivalent experience, with the ability to translate knowledge and experience into recommendations to add value to the business
- Proven expertise across a variety of risk and insurance products and services, or deep expertise in a narrower area
- Excellent organizational skills and understanding of inter-departmental dependencies
- Skilled at building effective relationships, at all levels, with clients, prospects, associates, and (re)insurers.
- Ability to represent the practice and Willis Towers Watson with integrity and credibility
- Good communication skills, negotiation and influencing skills in English
- Experience of working with and adhering to processes and systems to support client service delivery
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Job Detail
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Job IdJD1429344
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IndustryNot mentioned
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Total Positions1
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Job Type:Full Time
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Salary:Not mentioned
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Employment StatusPermanent
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Job LocationDubai, United Arab Emirates
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EducationNot mentioned