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Gestor de Conta - Risk & Broking

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WTW

20d ago

  • Job
    Full-time
    Mid & Senior Level
  • Customer Relations
    Sales & Business Development
  • Porto

AI generated summary

  • You need a proven track record in client relations, strong negotiation skills, English fluency, risk analysis ability, a relevant degree, 3-5 years of industry experience, and analytical skills.
  • You will manage client accounts, collaborate with stakeholders, resolve issues, identify service opportunities, and support operational tasks to ensure service excellence throughout the business lifecycle.

Requirements

  • Alguém que tenha um historial comprovado de desenvolvimento de relações com clientes para gerar receitas e atingir os objetivos.
  • Um negociador experiente, capaz de tomar decisões críticas com confiança.
  • Alto domínio do inglês
  • Ser capaz de compreender e atuar com base no perfil de risco do cliente e aconselhar sobre a sua exposição ao risco.
  • Ter um interesse genuíno em fazer negócios, estabelecer novos contactos e assumir de forma independente toda a responsabilidade pelo processo do cliente.
  • Diploma universitário, de preferência em Engenharia, Gestão, Economia.
  • 3-5 anos de experiência em empresas de corretagem de seguros e resseguros, seguradoras, ou de atividade bancária.
  • Conhecimentos de informática (Word, Excel, Power Point)
  • Fortes capacidades analíticas e de resolução de problemas, incluindo pensamento crítico e adaptabilidade.

Responsibilities

  • Ser responsável por todo o processo de gestão de conta, desde a abordagem até à fidelização do cliente com a prestação de um serviço de excelência, de forma a garantir o cumprimento dos objetivos.
  • Trabalhar em estreita colaboração com clientes, seguradoras, resseguradoras e outros escritórios da WTW, para resolver problemas e identificar oportunidades para aumentar o valor dos serviços prestados aos clientes.
  • Desenvolver e manter o conhecimento dos produtos e serviços relevantes.
  • Apoiar a entrega de um serviço de excelência através da realização de atividades operacionais normalizadas para apoiar os gestores seniores/ especialistas que lidam com o cliente e o mercado em todo o ciclo de vida da colocação de novos negócios e renovações.

FAQs

What is the primary responsibility of the Gestor de Conta role?

The primary responsibility includes managing client accounts from initial approach to client retention, ensuring exceptional service to meet objectives.

What qualifications are required for this position?

Candidates should have a university degree, preferably in Engineering, Management, or Economics, along with 3-5 years of experience in insurance or reinsurance brokerage, insurance companies, or banking.

Is proficiency in English necessary for this role?

Yes, a high level of proficiency in English is required.

What type of work environment can I expect?

The work environment is international with a local perspective in Portugal, characterized by teamwork, open culture, and a focus on innovation and professionalism.

Are there opportunities for personal development in this role?

Yes, the role offers opportunities for personal development while contributing to the success of the business.

What skills should a candidate possess?

Candidates should have strong analytical and problem-solving skills, the ability to negotiate confidently, and adaptability in decision-making.

How does the company value teamwork?

The company places significant importance on teamwork, encouraging sharing and exchanging ideas among colleagues.

What kind of clients will I be working with?

You will collaborate closely with clients, insurers, reinsurers, and other WTW offices to address issues and identify opportunities to enhance service value.

What benefits does WTW offer to its employees?

WTW values innovation, excellence, and collaboration, providing a supportive environment for career development beyond just a job.

Is previous experience in client relationship development required?

Yes, a proven track record of developing client relationships that generate revenue and achieve objectives is expected.

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WTW

We transform tomorrows

Finance
Industry
10,001+
Employees
2016
Founded Year

Mission & Purpose

At WTW (NASDAQ: WTW), we provide data-driven, insight-led solutions in the areas of people, risk and capital. Leveraging the global view and local expertise of our colleagues serving 140 countries and markets, we help you sharpen your strategy, enhance organizational resilience, motivate your workforce and maximize performance.