Senior Manager/ Assistant Vice President - FINEX (financial Lines) Sales And Retention (bengaluru)

Senior Manager/ Assistant Vice President - FINEX (Financial Lines) Sales and Retention (Bengaluru)

Willis Towers Watson (NASDAQ: WLTW) is a leading global advisory, broking and solutions company that helps clients around the world turn risk into a path for growth. With roots dating to 1828, Willis Towers Watson has 45,000 employees serving more than 140 countries and markets. We design and deliver solutions that manage risk, optimize benefits, cultivate talent, and expand the power of capital to protect and strengthen institutions and individuals. Our unique perspective allows us to see the critical intersections between talent, assets and ideas — the dynamic formula that drives business performance. Together, we unlock potential.

The FINEX team is responsible for Financial Lines solutions, ensuring a consistent flow of new revenue for the company. The team focuses on identifying growth opportunities, building strong client relationships, and delivering tailored financial line solutions to meet market needs. With a proactive and strategic approach, the team drives business expansion and supports the organization's long-term growth objectives.

Key Responsibilities

• Develop and manage a pipeline of prospective corporate clients.
• Achieve revenue/brokerage targets as defined by management.
• Cross-sell and up-sell.
• Participate in client pitches, presentations, and negotiations with insurers.

Client Relationship Management

• Act as primary point of contact for allocated accounts.
• Understand client risk exposures and provide tailored insurance solutions.
• Lead renewal discussions and ensure competitive placement terms.
• Maintain long-term strategic relationships with CXOs, Risk Managers, and Finance Heads.

Insurer & Market Coordination

• Liaise with insurance companies for quotes, negotiations, and policy issuance.
• Structure optimal insurance programs with competitive pricing and coverage.
• Stay updated on market trends, underwriting appetite, and regulatory changes.

Claims & Servicing Oversight

• Support clients during claim intimation and settlement.
• Coordinate with claims team and insurers for timely resolution.
• Ensure high service standards and turnaround times.

Compliance & Documentation

• Ensure adherence to regulatory guidelines (IRDAI regulations).
• Maintain accurate documentation and CRM updates.
• Support internal audits and compliance processes.

Team Collaboration

• Mentor junior executives / account managers.
• Work closely with placement, claims, and operations teams.
• Contribute to branch strategy and revenue planning.

KPIs

• Annual brokerage/revenue targets.
• Client retention ratio.
• New business acquisition.
• Cross-sell penetration.
• Client satisfaction metrics.
• Claims resolution efficiency.

Key Skills & Competencies

• Strong understanding of Liability Insurance Products
• Negotiation and influencing skills.
• Commercial acumen and revenue orientation.
• Executive presence and client-facing confidence.
• Analytical thinking and problem-solving ability.
• Strong written and verbal communication skills.

Qualifications & Experience

• Graduate (MBA preferred).
• 8–10 years of experience in insurance broking or general insurance. (liability insurance lines preferred)
• Proven track record of managing corporate clients.
• Experience handling mid-to-large ticket accounts preferred.

We're committed to equal employment opportunity and provide application, interview and workplace adjustments and accommodations to all applicants. If you foresee any barriers, from the application process through to joining WTW, please email candidatehelpdesk@wtwco.com.