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Account Director

4 weeks ago

Auckland City, New Zealand Willis Towers Watson Full time

Account Director
- Auckland, NZ

July 06, 2023

Manage and grow a portfolio of clients ensuring that their risk management and financial lines insurance broking needs are identified and met. Develop existing clients and drive the business development strategy for new opportunities whilst contributing to the overall growth of the portfolio.

**The Role**
- Represent the voice of the client when decisions are made regarding process, approach, and future strategy
- Obtain formal client feedback annually for all qualifying accounts
- Leverage best practice from across WTW to deploy within the team
- Ensure all sales processes are compliant with the WTW Excellence Model and local regulation
- 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
- Maintain and develop a strong relationship with insurers
- Identify development needs and build clear goals to support colleagues’ learning and career progression
- Share knowledge and collaborate with colleagues locally and internationally
- Pro-actively meet the annual new business target through involvement in selected new business exercises and major projects
- Generation of new business and cross-selling opportunities that contribute to the continued growth of the team
- Premium funding to be offered where appropriate
- Debtor collections in accordance with terms of trade
- Ensure all documentation is prepared in accordance with company service and compliance procedures and tools
- Achieve and maintain compliance with the relevant legislative requirements

**The Requirements**
- Level 5 qualification
- Preferably degree qualified
- Extensive financial lines, insurance broking or industry, experience
- Excellent technical skills in coverage and wording review
- Excellent interpersonal, organisational and time management skills
- Proven ability to collaborate within and across the team

**We are a 2023 Circle Back Initiative Employer - we commit to respond to every applicant.**

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.

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