Client Executive

2 months ago

Auckland, Auckland, New Zealand Marsh Full time

Client Executive – People Risk

Marsh McLennan (NYSE: MMC) is the world's leading professional services firm in the areas of risk, strategy and people. Mercer Marsh Benefits (MMB) was born out of the unification of the world's best human resources consultancy, the global leader in people risk advisory, and the number one disruptive benefits technology firm to form a unique employee benefit business. Together, we have shaped some of the world's most loved employee benefit experiences for small companies, growing enterprises, and global firms.

What can you expect?
A rare opportunity exists within the Group Employee Health and Benefits Team to service a portfolio of clients across the Auckland region. This unique opportunity will see you manage and grow a portfolio of employee health and benefits clients to deliver world-class advisory services.

What is in it for you?
Marsh strongly believes in "Feeling comfortable bringing your whole self to work is a fundamental right of every colleague ". We offer following benefits to our colleagues so they feel valued each day at work:

  • Leading training and development program
  • Professional environment where your career path really matters and is supported in our global organisation
  • Great team environment with energetic and supportive colleagues
  • Genuine work life balance and flexible working arrangements
  • Potential visa sponsorship for the right person
  • Generous Life Insurance, Income Protection and Health Insurance benefits
  • 37.5 hours per week (8:30am to 5pm)


We will count on you to:

  • Manage a portfolio of allocated corporate employee health and benefits clients
  • Manage all aspects of large strategic accounts autonomously. Provide high quality customer service, claims advocacy and advice to all stakeholders
  • Actively develop and generate new and expanded business opportunities
  • Take accountability for the timely and accurate production, processing and delivery of client related materials and documentation


Day-to-day this might include:

  • Client interactions including calls, in-person presentations and meetings with C-Suite and Heads of HR
  • Providing high quality customer service, claims advocacy and advice
  • Providing superior People Risk consulting services
  • Building strong relationships with all stakeholders, including internal (general brokers, management, global colleague network) and external (clients, claims administrators, and underwriters) customers to deliver exceptional outcomes
  • Expertly managing account queries
  • Developing a thorough understanding of client needs and the products and services we offer
  • Processing claims
  • Regularly attending industry events and training
  • May be some travel regionally


Required skills and experience:

  • New Zealand Certificate in Financial Advice (Level 5 Health ,Life & Disability)
  • Experience managing corporate employee health and benefits clients
  • Demonstrative experience proactively identifying new opportunities
  • All facets of People Risk Insurance experience, including Employee Health and Benefits
  • Proven track record validating successful claims outcomes
  • Proven success placing People Risk products with Heads of HR and C-Suite executives
  • Thorough understanding of People Risk account queries
  • Understanding compliance within the Financial Regulatory System
  • Ability to adapt and learn new subject matter rapidly
  • Strong negotiation, presentation and people skills
  • Self-motivation to work autonomously while being part of a wider team

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