Job Description
Join our M&A Practice, based in Melbourne, Sydney, Brisbane, or Perth, as an Account Manager in our dedicated Due Diligence and Private Equity team. Bring your project management and insurance knowledge to this fast-paced and exciting role.
The team is responsible for management and delivery of Insurance Due Diligence for clients undertaking mergers, acquisitions, divestments and project financing activities. The team also manages relationships with private equity firms and assists with the ongoing insurance arrangements for those private equity firms and their portfolio companies. We work closely with colleagues in financial lines, cyber, property, casualty and workplace risk to deliver Insurance Due Diligence reports and bring the best of WTW to our clients.
This role is client facing and would suit an experienced insurance professional who is organized, diligent and able to work with autonomy. Experience in M&A and/or a similar Due Diligence role is preferred, however not essential.
The Role
Engaging with other transaction stakeholders (lawyers, investment banks, accounting firms, investment funds, private equity firms, and corporate clients) to develop relationships and co-ordinate the day-to-day delivery of projects.
Performing premium calculations, report writing and liaising with specialist brokers in financial lines, cyber, property, casualty, and workplace risk.
Reviewing and providing advice on sale and purchase agreements, contracts, due diligence reports, risk information, and insurance policies.
Delivering superior client service by being responsive and available to meet clients’ demands and sensitive timelines.
Assisting the team leader with Business Development.
The Requirements
Tier 1 Insurance qualification or a willingness to complete it.
Excellent time management skills and the ability to respond to the time-sensitive nature of advisory transactions.
Ability to manage multiple projects at any one time.
Ability to adapt quickly to changing priorities and timelines, which sometimes occur in M&A deals.
Sound oral and written communication skills.
Excellent attention to detail.
Strong interpersonal skills, with the ability to work under pressure, resolve conflicts, and negotiate effectively.
Proficient in all MS Office products.
Technical experience in insurance across financial lines, cyber, property, casualty, or workers’ compensation for corporate or global clients; however other experience will be considered.
M&A experience preferred but not essential.
Note: Employment-based visa sponsorship and/or assistance is not offered for this specific job opportunity.
Why Join WTW?
WTW provides a competitive benefits package which includes the following (eligibility requirements apply):
Annual bonus
Company paid salary continuance insurance
Life and TPD insurance
Hybrid working
Networks (Gender, Wellbeing, Pride)
Career Growth – internal opportunities and development programs
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 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.
We understand flexibility is key to supporting an inclusive and diverse workforce and so we encourage requests for all types of flexible working. Please speak to your recruiter to discuss more.
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 [email protected]
The team is responsible for management and delivery of Insurance Due Diligence for clients undertaking mergers, acquisitions, divestments and project financing activities. The team also manages relationships with private equity firms and assists with the ongoing insurance arrangements for those private equity firms and their portfolio companies. We work closely with colleagues in financial lines, cyber, property, casualty and workplace risk to deliver Insurance Due Diligence reports and bring the best of WTW to our clients.
This role is client facing and would suit an experienced insurance professional who is organized, diligent and able to work with autonomy. Experience in M&A and/or a similar Due Diligence role is preferred, however not essential.
The Role
Engaging with other transaction stakeholders (lawyers, investment banks, accounting firms, investment funds, private equity firms, and corporate clients) to develop relationships and co-ordinate the day-to-day delivery of projects.
Performing premium calculations, report writing and liaising with specialist brokers in financial lines, cyber, property, casualty, and workplace risk.
Reviewing and providing advice on sale and purchase agreements, contracts, due diligence reports, risk information, and insurance policies.
Delivering superior client service by being responsive and available to meet clients’ demands and sensitive timelines.
Assisting the team leader with Business Development.
The Requirements
Tier 1 Insurance qualification or a willingness to complete it.
Excellent time management skills and the ability to respond to the time-sensitive nature of advisory transactions.
Ability to manage multiple projects at any one time.
Ability to adapt quickly to changing priorities and timelines, which sometimes occur in M&A deals.
Sound oral and written communication skills.
Excellent attention to detail.
Strong interpersonal skills, with the ability to work under pressure, resolve conflicts, and negotiate effectively.
Proficient in all MS Office products.
Technical experience in insurance across financial lines, cyber, property, casualty, or workers’ compensation for corporate or global clients; however other experience will be considered.
M&A experience preferred but not essential.
Note: Employment-based visa sponsorship and/or assistance is not offered for this specific job opportunity.
Why Join WTW?
WTW provides a competitive benefits package which includes the following (eligibility requirements apply):
Annual bonus
Company paid salary continuance insurance
Life and TPD insurance
Hybrid working
Networks (Gender, Wellbeing, Pride)
Career Growth – internal opportunities and development programs
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 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.
We understand flexibility is key to supporting an inclusive and diverse workforce and so we encourage requests for all types of flexible working. Please speak to your recruiter to discuss more.
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 [email protected]
💡 Quick Summary
Seeking a career-building opportunity? The Account Manager position is now open for candidates interested in the Accountant Jobs sector. This role in Sydney offers a professional environment and growth potential.
Requirement Snapshot: Candidates should possess basic communication skills, a proactive attitude, and the ability to work in a team. Experience in Accountant Jobs is a plus.
