Account Executive

2 weeks ago

Wellington City, New Zealand WTW Full time

Account Executive - Corporate
- Wellington,

February 26, 2024

The Account Executive will effectively contribute to the management and growth of a portfolio of clients ensuring that their risk management and insurance needs are identified and met. This will be a client-facing role and the Account Executive will be able to build relationships with clients. The role will also assist Client Directors as and when required.

Key areas of accountability will include all aspects of client servicing, including preparation of client documentation, assistance with claims management, client database management and liaison with underwriters and renewal presentations.

**The Role**
- Prepare client documentation and invoices, for example, renewal questionnaires, quote slips, client insurance manuals, and premium funding quotes.
- Ensure 100% accuracy of documentation prepared and obtain approval for all client documentation prior to distribution.
- Provide support to Senior Brokers in managing larger clients’ insurance, risk management and programs
- Develop and maintain relationships with insurers, clients and other key stakeholders (internal and external), professionally representing WTW.
- Maintain comprehensive client data, including meeting notes and minutes on WTW systems, facilities and databases
- Compare renewal terms with the previous year, negotiate with underwriters and advise the Client Director of any changes.
- Work in conjunction with the offshore Operations Support team (Mumbai) to ensure the preparation and delivery of documentation.
- Liaise with Operations on any issues the team may have and provide suggestions for improvement.
- Respond to client claims enquiries and provide advice on the claims process.
- Manage workflow and diary systems, ensuring agreed claims standards are achieved and timely settlement of claims.
- Undertake and maintain a Continuous Professional Development (CPD) plan
- Contribute to the overall achievement of the new business target annually for the team.
- Ensure the accuracy and quality of the pipeline regularly.
- Ensure premium funding is offered to all clients, debtor collections in accordance with terms of trade and no client placements outside of approved insurers.
- Achieve and maintain compliance with the relevant legislative requirements

**The Requirements**
- Degree qualified in any discipline - Not Essential
- New Zealand Certificate in Financial Services (Level 5) General Insurance or willingness to work towards this
- Sound oral and written communication skills both on an individual and small group basis.
- Excellent report writing and correspondence skills.
- Ability to take notes and record meeting minutes
- Ability to prioritise work, manage deadlines and work under pressure.
- A team player with the ability to demonstrate credibility and gain trust.
- Proficient in all MS Office products.
- Experience using eGlobal is desired but not essential
- A quick learner and the desire to take on additional duties when 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 (NZ only)
- Life, Income Protection and Trauma insurance (NZ only)
- 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.

**We are a 2024 Circle Back Initiative Employer - we commit to respond to every applicant.

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