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Lead Associate - Trade Credit Broker
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Lead Associate - Trade Credit Broker

Posted 26 March by WTW
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Salary icon Competitive salary
Location icon Cardiff , South Glamorgan


As a Lead Associate within our Financial Solutions Trade Credit team, based in Cardiff you will be working in a team focussing on a broad base of UK and International Corporate and Financial Institution clients. 

The Role:
  • Taking responsibly for client management; including placement strategy, general query management, credit limit facilitation, claims handling and expanding client relationships.
  • Working with existing clients to review their existing programmes, presenting best possible solutions.
  • Completion of formal client documentation in accordance with the relevant compliance procedures; preparing broking documentation (e.g. confirmation of cover and endorsements). 
  • Be an active user on all WTW systems including CRM and broking platform, ensuring adherence to all WTW standards.
  • Attend and present at industry events and conferences, when necessary. 
  • Develop good working relationships and work closely with the main Insurers in the region. 
  • Develop relationships with WTW colleagues within the broader WTW network with the intention of unlocking trade credit opportunities. 
  • Support the team in accurate budgeting, forecasting and tracking of revenue (including allocations)
  • Coordinating and streamlining management information for the team (income monitoring).
  • Contribute to delivery of our new business strategy and targets within the Global Line of Business. 
  • Support new business initiatives to Corporates, Banks and other Financial Institutions.
Requirements:
  • Educated to Degree level.  With Industry Qualifications (E.g. CII and/or CICM).
  • Prior experience in Trade Credit (both Whole turnover and Excess of Loss policies).
  • Knowledge of Receivables Financing, Captive Solutions, and Syndications would be beneficial.
  • Problem solving and decision-making skills essential.
  • Excellent communication (written, verbal, oral & presentation) skills and interpersonal skills essential.
  • Must be able to work in a fast-paced and dynamic team environment where lateral thinking, initiative, self-motivation and decision-making skills are crucial.
  • Good use of Microsoft Excel, Word and PowerPoint.
  • Knowledge of the credit Insurance product suite and previous relationships with UK carriers preferred.
  • Excellent organisational skills and ability to juggle a large workload and prioritise work effectively.
  • Strong team player with good people and leadership skills.


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 organisation. We embrace all types of diversity.

Our work style: 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. You can also benefit from flexible working opportunities, such as part-time working, and will have control over your work-life balance.

Reference: 52378247

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