Account Director - Education

The Role

• Portfolio and Client Management - Education Specialization

  • Manage, retain, and grow a significant portfolio of Education clients 
  • Manage comprehensive insurance programs tailored to the sector, covering risks such as:
    • Public & Products Liability for schools and campuses
    • Professional Indemnity for educators and training staff
    • Student Accident / Personal Injury
    • Cyber risk & data breach protection
    • Employment Practices Liability
    • Property & ISR for multi-building campuses
    • Travel (domestic & international student staff travel)
    • Special issues cover to meet safeguarding obligations
  • Provide strategic risk advice aligned to sector-specific obligations 
  • Lead and own the renewal strategy engagement with client
  • Manage and execute reporting to state clients
  • Conduct on site client visits 
  • Proactively engage with clients on emerging risks impacting the sector 

• People Leadership

• Business Development and Sector Growth

  • Identify opportunities to expand the Education portfolio through networks, associations, and sector relationships.
  • Attend and represent the organisation at education industry events, conferences, and board briefings.
  • Build deep, trusted relationships with school boards, business managers, principals, and risk teams.
  • Lead tender responses and proposal development for large schools, multi-campus networks in conjunction with National Education Lead 
  • Work with National Education Lead to execute growth plans for the state. 

• Operational Excellence and Compliance

  • Maintain complete and accurate client documentation
  • Participate in business improvement initiatives relevant to Education broking operations.
  • Adhere to company 

• Claim and Risk Advisory

  • Partner with claims specialists to deliver positive outcomes and keep clients informed.
  • Analyse claims trends for clients in the portfolio and proactively recommend risk mitigation strategies 

Performance Measures

• Portfolio retention across the Education sector.
• Revenue growth and cross sell outcomes.
• Satisfaction levels from principals, boards, and business managers.
• Team engagement and performance.

• Ensure all sales processes are compliant with the WTW Excellence Model and local regulations.

• Ensure adherence to Client Excellence Model (CEM) and WCS principles.

-