Account Executive

4 days ago

Christchurch, New Zealand WTW Full time

This role will work in our Commercial team in Christchurch and will be responsible for assisting a Client Manager in all aspects of client service to maintain and grow an existing book of business. This role will support the senior broker responsible for the maintenance and growth of this portfolio.

This role requires a diligent team player who can demonstrate excellent interpersonal, organisational and time management skills and 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
- 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 WTW in a professional manner.
- Maintain comprehensive client data on WTW systems, facilities and databases
- Compare renewal terms with the previous year and advise the broker of any changes
- Collaboration with other colleagues to facilitate the growth and success of WTW
- 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 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 claims 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
- Insurance qualification and/or knowledge of insurance products and the insurance industry desirable
- Sound oral & written communication skills both on an individual and small group basis.
- Excellent report writing and correspondence skills
- Ability to prioritise work and manage a diverse and busy workload
- A team the player with ability to demonstrate credibility and gain trust
- Proficient in all MS Office products
- A quick learner and the desire to take on additional duties when required

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