Account Manager - Financial, Executive & Professional Risks

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 client’s risk management and insurance broking programmes are administered to ensure the delivery of high-quality services including:

• Reviewing each client’s risk management and insurance objectives to ensure the delivery of high-quality services including 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

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 client's 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. It's not a separate initiative – rather it’s 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. 

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 candidate.helpdesk@willistowerswatson.com