Account Executive Review
at WTW
Higher Level Apprenticeship
Insurance and Risk Management
Ipswich
Review Submitted: May 2024
Overall Rating
4.4 /5
The Overall Rating is the average of all the ratings given in each category. We take those individual ratings and combine them into one final score!
4/5
-
Overview of Role
4/5
-
Skills Development
4.2/5
-
Structure and Support
Overview of Role
Please give an overview of your role and what this involves on a day-to-day basis:
4/5
I am currently an Account Handler at WTW, my current role consists of:
• Managing renewal business and new business enquiries independently on small/medium sized business, this includes having meetings with clients and negotiating with insurers to obtain terms which meets the needs and demands of the clients.
This includes:
o Preparing documentation
o Liaising with clients and insurers to ensure timely receipt of instruction, terms, and documentation, building strong relationships
o Promoting and applying ‘best practice’ and consistency in everything I do
o Creating and providing endorsements
• Providing support to London colleagues on their larger complex policies, assisting them in their discussions with insurers, producing documentation, and carrying out processing to allow them to use their time on other tasks.
• I assist colleagues as part of the UK New Business team in our role to obtain new business to help meet business and personal objectives.
• Use WTW systems efficiently to ensure compliance with regulations and WTW rules.
• Assisting and training new apprentices providing them with the knowledge and experience to carry out tasks independently.
• Managing renewal business and new business enquiries independently on small/medium sized business, this includes having meetings with clients and negotiating with insurers to obtain terms which meets the needs and demands of the clients.
This includes:
o Preparing documentation
o Liaising with clients and insurers to ensure timely receipt of instruction, terms, and documentation, building strong relationships
o Promoting and applying ‘best practice’ and consistency in everything I do
o Creating and providing endorsements
• Providing support to London colleagues on their larger complex policies, assisting them in their discussions with insurers, producing documentation, and carrying out processing to allow them to use their time on other tasks.
• I assist colleagues as part of the UK New Business team in our role to obtain new business to help meet business and personal objectives.
• Use WTW systems efficiently to ensure compliance with regulations and WTW rules.
• Assisting and training new apprentices providing them with the knowledge and experience to carry out tasks independently.
To what extent do you enjoy your programme?
4/5
I found it a good programme to follow, with frequent meetings to ensure i was on track
Skills Development
Have you learnt any new skills or developed existing skills?
4/5
Improved confidence and knowledge of different areas,
Structure and Support
How well organised/structured is your programme?
4/5
very well, regular frequent meetings
How much support do you receive from your employer?
4/5
Lots, manager was helpful throughout
How much support do you receive from your training provider when working towards your qualifications?
4/5
Lots, work marked (sometimes this could have been quicker to complete sooner), however had frequent meetings so I was able to ensure I was always on target and what I needed to do
How well do you feel that your qualification (through your training provider) helps you to perform better in your role?
4/5
A lot, it has meant my confidence and knowledge has improved which has improved my negotiation in my role and allowed me to be promoted
Are there extra-curricular activities to get involved in at your work? (For example, any social activities, sports teams, or even professional networking events.)
5/5
Yes, i am part of the WTW netball team and there is various social and networking events for me to attend
Recommendations & Advice
Would you recommend WTW to a friend?
Yes
Why?
it is a social company which supports your growth and achievement
What tips or advice would you give to others applying to WTW?
Always ensure you strive to help others and complete things to best of ability to help you improve in the company
