Account Executive

This role will work in our Commercial 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, organizational 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 client’s 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 Willis Towers Watson in a professional manner

• Maintain comprehensive client data on Willis Towers Watson 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 Willis Towers Watson

• 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 client’s claims by responding to client’s 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

The Requirement

• 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

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 are a 2023 Circle Back Initiative Employer – we commit to respond to every applicant.