Account Executive

Auckland - New Zealand

Monthly Salary: Not Disclosed

Posted on: 30+ days ago

Vacancies: 1 Vacancy

Job Summary

Description

This role will work in our Affinity Team in Auckland and will be responsible for assisting an Account Manager in all aspects of client service to maintain and grow an existing book of business. This role will support the senior broker responsible for the maintenance and growth of this portfolio.

The role requires a diligent team player who can demonstrate excellent interpersonal organisational and time management skills and who can contribute to all aspects of client service.

The Role

In conjunction with the Account Manager ensure that the clients risk management and insurance broking programs are administered to ensure the delivery of high-quality services with a focus on client retention and business development
Full preparation of client documentation and ensuring 100% accuracy prior to distribution to clients and insurers
Develop and maintain relationships with insurers clients and other key stakeholders (internal and external) representing WTW in a professional manner
Maintain comprehensive client data on WTW systems facilities and databases
Compare renewal terms with the previous year and advise Account Manager of any changes
Collaboration with other colleagues to facilitate the growth and success of WTW
Work in conjunction with the support team to ensure the preparation and delivery of documentation
Liaise with Operations on any issues the team may be having and provide suggestions for improvement
Support the Account Manager in the management of clients claims by responding to clients calls and enquiries and providing advice on the claim process liaising with insurance assessors as required and ensuring agreed claims standards are achieved and timely settlement of claims
Ensure all documentation is prepared in accordance with company service and compliance procedures

Responsibilities

Qualifications

The Requirements

Excellent administrative and support skills in a dynamic and successful insurance broking environment
Insurance qualification and/or knowledge of the insurance industry desirable
Sound oral & written communication skills both on an individual and small group basis
Excellent report writing and correspondence skills
Ability to prioritise work and manage a diverse and busy workload
A team player with the ability to demonstrate credibility and gain trust
Proficient in all MS Office products
Good understanding of internet and intranet applications and usage
Willingness to learn and the desire to take on additional duties when required

Why Join WTW

WTW provides a competitive benefits package which includes the following (eligibility requirements apply):

Additional paid annual leave
Life Income Protection and Trauma insurance
Annual bonus
Company paid salary continuance 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.

Flexibility is essential for an inclusive workforce. We welcome flexible working requests. Please talk to your recruiter for more details.

At WTW we believe that a culture of inclusion and diversity is critical to our business. Its not a separate initiative rather its fundamental to everything we do. We are an equal-opportunity employer who is committed to fostering an inclusive work environment and embrace diversity including gender nationality disability age marital/parental status ethnicity gender identity and sexual orientation. We welcome applications from people from all backgrounds.

Were 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

Required Experience:

DescriptionThis role will work in our Affinity Team in Auckland and will be responsible for assisting an Account Manager in all aspects of client service to maintain and grow an existing book of business. This role will support the senior broker responsible for the maintenance and growth of this por...