Account Executive

This role will work within our Pacific Team in Christchurch or Auckland, assisting an Account Manager in all aspects of client service to maintain and grow an existing book of business. The portfolio will cover a variety of general lines, including domestic, medical, fire, and professional lines. You will support the senior broker in maintaining and expanding this diverse portfolio.

We are seeking a diligent team player with excellent interpersonal, organisational, and time management skills 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 Requirements

• Excellent administrative and support skills in a dynamic and successful insurance broking environment
• NZ Level 5 Insurance Qualification (or equivalent) highly desirable
• Strong oral & written communication skills, with the ability to communicate effectively both individually and in 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 take on additional responsibilities as required

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):

• 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.

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.

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 2024 Circle Back Initiative Employer – we commit to respond to every applicant.