Account Manager Financial, Executive & Professional Risks

Auckland - New Zealand

Monthly Salary: Not Disclosed

Posted on: Yesterday

Vacancies: 1 Vacancy

Job Summary

Description

Working in the Financial Professional and Executive Risks (FINEX) team and based Wellington office the successful candidate will be responsible for all aspects of servicing and growing a book of clients based predominantly in the North Island region with a focus across all classes of liability insurance. Key areas of accountability will include all aspects of client servicing including preparation of client documentation assistance with claims management client database management and liaison with underwriters.

The Role

Ensuring that the clients risk management and insurance broking programmes are administered to ensure the delivery of high-quality services including:

Reviewing each clients risk management and insurance objectives to ensure the delivery of high-quality servicesincluding communication of client pre-renewal strategies
Preparation of client documentation and ensuring 100% accuracy prior to distribution to clients and insurers
Ensuring the timely and accurate production/processing of quotes reports invoices premium and adjustments calculations
Provide support to the Corporate Risks team in managing the liability insurance programme of larger clients
Maximise the revenue generated from the existing client base through continual analysis of client profitability and maximisation of group facilities
Ensure premium funding is offered to all clients debtor collections in accordance with terms of trade and no client placements outside of approved insurers
Actively seek new business opportunities leveraging your existing network and proactively expanding your network.
Identify industry sectors that are of interest to you so will target in support of new business.
Participate in new business tenders contributing to content and actively representing FINEX lines as a member of the presentation team
Developing and maintaining effective relationships with clients colleagues and insurers
Understanding the various business units and capabilities within the WTW and bringing this collective experience and expertise to clients as and when the opportunity and / or need arises
Maintain comprehensive client data on WTW systems facilities and databases
Ensure all documentation is prepared in accordance with company service and compliance procedures and tools
Promoting the WTW brand within the insurance industry and amongst clients prospects and other professional networks
Ensure all documentation is prepared in accordance with company service and compliance procedures and tools as detailed in Willis Client Service
Support team to ensure compliance with all specified business management processes

Responsibilities

Qualifications

The Requirements

A minimum of 5 years of insurance broking and/or legal experience with specialist knowledge in the liability practice area
Level 5 Insurance qualifications preferred
Excellent interpersonal oral and written communication skills both on an individual and group basis
Reasonable level of competency in Word and Excel and knowledge of PowerPoint
Understanding of claims management processes
Broad business and economic understanding
A customer-centric approach and a strong desire to understand and meet a clients needs
Good time management skills and a proactive approach to working
Professionalism reliability and an ability to work in a team and autonomously 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 are an equal-opportunity employer who is committed to fostering an inclusive work environment and embrace diversityincludinggender 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:

Manager

DescriptionWorking in the Financial Professional and Executive Risks (FINEX) team and based Wellington office the successful candidate will be responsible for all aspects of servicing and growing a book of clients based predominantly in the North Island region with a focus across all classes of liab...