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Account Manager

2 months ago

Christchurch, New Zealand WTW Full time

The Account Manager will manage and grow a portfolio of clients, ensuring that their risk management and insurance broking needs are identified and met.

The Role

  • Implemented and reviewed client Service strategies and multiple-tier client contacts

  • Obtained annual formal client feedback

  • Leverage best practice from across WTW to deploy within the business.

  • Ensure all sales processes are compliant with the WTW Excellence Model and local regulations.

  • Ensure adherence to Client Excellence Model (CEM) and WCS principles.

  • Represent the voice of the client both internally and within teams when decisions are made regarding process, approach and future strategy.

  • Ensure that settlements, client cash allocations and credit management fall within agreed parameters.

  • Ensure that every client has an agreed service plan and that client advocates implement every aspect of the plan.

  • Actively participate in new business activity/prospecting and help to build out growth proposition

  • Establish Industry Segmented Pipeline

  • Explore all cross-selling opportunities, for example, Employee Benefits, Construction, Workplace Risk, M&A, FINEX.

  • Undertake professional development

  • Ensure strong relationships are maintained with the insurer

The Requirements

  • Insurance broking/industry experience of at least 5 annual business cycles.

  • New Zealand Certificate in Financial Services (Level 5).

  • Excellent technical skills in coverage and wording review.

  • Understanding and technical proficiency of claims management processes.

  • Experience with the placement and servicing of complex and multinational clients.

  • Intermediate proficiency in all MS Office products and Outlook.

  • Excellent oral and written communication skills both on individual and small group basis.

  • Demonstrated success in managing team relationships and senior level client relationships, your focus is on exceptional service.

  • Preferably degree qualified in any discipline.

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.

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.

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