Account Manager
6 days ago
**The Role**:
- Ensure that the client’s risk management and insurance broking programmes are administered to ensure the delivery of high-quality services
- 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
- In consultation with the Practice Leader and the Business Development Manager, support the new business development process within the team
- Contribute to the overall achievement of the New Business target on an annual basis for the team.
- Actively seek and secure new business opportunities for WTW, including through cross selling of broader service offerings
- Support the Client Advocate in the management of client’s claims by responding to client’s calls and enquiries and providing advice on the claim process, liaise with insurance assessors as required and ensure agreed claims standards are achieved and timely settlement of claims
- Maximise the revenue generated from the existing client base through continual analysis of client profitability and maximisation of group facilities.
- Ensure premium funding offered to all clients, debtor collections in accordance with terms of trade and no client placements outside of approved insurers
- Ensure all documentation is prepared in accordance with company service and compliance procedures and tools as detailed in Willis Client Service
- Support team to ensure compliance with all specified business management processes
**The Requirements**:
- A certificate in Financial Services (NZQA Level 5) or currently working towards this
- Demonstrated Insurance broking/industry experience
- Working knowledge of Microsoft Office
- Excellent time management skills and the ability to work under pressure
- Understanding and technical proficiency of claims management processes.
- Experience with the placement and servicing of complex clients.
- Confident verbal and written communicator
- Strong administration skills with high attention to detail
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