The role encompasses management of existing portfolio of established Health & Wellbeing clients, paired with growth and development. Core objectives are comprised of consultancy and advice within an existing client portfolio, connecting clients across WTW networks, identifying growth opportunities and achieving retention and growth targets
This role is home based – with the requirement to travel to local offices and meetings as needed to deliver within role*
In this dynamic role within our Mid-Market Health & Benefits Mid-Corporate team, you will immerse yourself within a team of thought leaders and industry experts utilising your skills and experience to advise a portfolio of clients. You will have immediate exposure to key WTW clients requiring strategic advice and consulting across their range of health and wellbeing strategies. The client work will draw upon your creativity as well as your ability to strategically approach clients analyse data, draw conclusions, find solutions, and present results. You will be empowered to identify growth opportunities from across the WTW network, identify and undertake new business pursuits, deliver thought leadership and direction for clients across all sectors, and represent WTW to prospective clients, providers, and partners
The Role
1. Provide strategic and consultative advice, broking and day-to-day guidance to clients, across their health and wellbeing strategy.
2. Support WTW clients develop their benefits strategy.
3. Identify, attract, and pursue growth across both existing and new business to WTW, using initiative and sales skills to bring the full value of WTW to clients.
4. Project manage and oversee the successful renewal process for a portfolio of clients.
5. Management of own client and prospect portfolio in line with the standards of business practice defined by WTW.
6. Contribute to the overall business strategy through conceptual ideas and innovation.
7. To assess the best products and service options in relation to the requirements of each client.
8. To ensure best advice is given at every stage of the sales/renewal process and adherence to regulatory requirements is observed.
9. Required to work closely with the support team(s), assisting in the preparation of client reports; ensuring the completed review document accurately reflects the requirements of the client and covers all options available for discussion.
10. Networking with colleagues from the wider WTW organisation and business partners to identify growth opportunities.
11. Strong Provider relationships are essential to management of all existing and prospective clients.
12. Full compliance with the completion of data entry onto the CRM system; checking sales/performance figures on a monthly basis to ensure that they reflect the jobholder’s performance in according with their target.