FINEX D&O Account Executive

Client Relationship Management

• Develop and manage relationships with clients, underwriters, and service providers.
• Understand client business and risk management needs to deliver tailored solutions.
• Lead client strategy, pricing, and placement to ensure profitable outcomes.

Business Development

• Drive new business acquisition and client retention.
• Maintain and convert a pipeline of prospects through research, meetings, and RFP responses.
• Collaborate across business units to identify cross-selling opportunities.

Broking & Placement

• Design insurance programs and placement strategies aligned with client needs and market conditions.
• Negotiate with insurers in London and international markets.
• Ensure compliance with internal guidelines and regulatory requirements.

Operational & Leadership Duties

• Develop service plans and manage end-to-end client service delivery.
• Support budgeting, forecasting, and revenue tracking.
• Act as a senior point of contact, providing technical expertise and mentoring team members.

Additional Responsibilities

• Represent FINEX/WTW in industry panels and events.
• Promote a high-performance culture and uphold company policies.

• Expert knowledge of D&O and financial lines products
• ACII-qualified, studying, or committed to ACII
• Demonstrated excellence in client service and business development
• Insight into global insurance markets and broking/claims processes
• Proficient in Microsoft Office, Outlook, and web-based tools

Key Skills

• Strong communicator, negotiator, and influencer
• Persuasive written and verbal presentation abilities
• Analytical mindset with clear, focused problem-solving
• Results-driven, able to lead teams and drive change quickly
• Excellent relationship-builder at all organizational levels
• Business and political awareness

Compliance & Professionalism

• Holds all required UK regulatory licenses and meets FCA standards
• Represents the firm with credibility and integrity

Equal Opportunity Employer

At WTW, we believe difference makes us stronger. We want our workforce to reflect the different and varied markets we operate in and to build a culture of inclusivity that makes colleagues feel welcome, valued and empowered to bring their whole selves to work every day. We are an equal opportunity employer committed to fostering an inclusive work environment throughout our organization. We embrace all types of diversity.

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 remote, 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.