Client Executive

Seeking highly organised, detail focused individual who takes pride in their work.
- Great work life balance.
- Full time permanent position.

**Prime Responsibility**:

- Manage a portfolio of accounts, ensuring high quality customer service is provided at all times.
- Collaborate with Brokers, Management and Administrative staff
- Consistently attain set revenue and expense budgets.
- Work closely with Marsh’s Commercial team to provide advice on Liability policies and ensure quality customer service is received by the Company’s Commercial clients.
- Contribute towards the Company’s profit objectives through the effective management and attainment of revenue and expense budgets.

**Accountabilities**:
**Account Management;**
- Assist with the implementation and achievement of business plans and goals;
- Meet and exceed service standards agreed in clients service agreements;
- Consistently meet and exceed revenue, expense and trading profit budgets;
- Develop and maintain effective long term relationships with key client decision makers and frequently monitor political, management and other changes within the client organisations to preserve and protect the Company's relationship with the client;
- Take a pro-active approach to all aspects of account management and service delivery to clients, ensuring client needs are identified and met in line with agreed service standards.
- Implement successful account retention and defence strategies;
- Maintain an awareness of all clients claim related matters and assist in the negotiation of equitable claim settlements on behalf of clients as required;
- Develop and maintain meaningful working relationships with insurers through regular contact and liaison;
- Maximise utilisation of Marsh’s national and global resources;
- Possess a good working knowledge of all aspects of the Insurance and other relevant legislation and keep abreast of all new developments;

**Administration & Technical;**
- Ultimate responsibility for the timely and accurate production, processing and delivery of client related:

- invoices and related policy accounting documentation;
- quotation and placing slips;
- premium and adjustment calculations;
- information and documentation for Pre-Renewal and Broking meetings;
- policy wordings and endorsements for ratification by Account Mangers;
- renewal reports and insurance manuals
- certificates of currency;
- up to date computer system records;
- current and outstanding documentation follow ups;
- all other documentation
- Ensure all colleagues and activities adhere strictly to the Company's quality practices and other systems and procedures.
- Ensure all activities fully comply with the Company's Errors and Omissions avoidance policy.
- Other duties as may be required from time to time.

**Revenue Generation;**
- Recognise and capitalise upon revenue generation, growth and other opportunities.
- Actively develop additional business from existing portfolio in line with budget targets.
- Develop new business opportunities from existing portfolio and other sources.
- Unconditional support for all Company sponsored revenue generation initiatives.

**Professional Accreditation / Memberships**
- Tertiary Qualifications / Bachelor’s degree preferable
- ** New Zealand Certificate in Financial Services (Level 5) or working towards it.**

**About Marsh**:
Marsh McLennan is committed to embracing a diverse, inclusive and flexible work environment. We aim to attract and retain the best people regardless of their sex/gender, marital or parental status, ethnic origin, nationality, age, background, disability, sexual orientation, gender identity or any other characteristic protected by applicable law.

At Marsh we recognise that our people have different priorities and commitments. We are passionate about providing an inclusive workplace that supports all of our employees in managing those priorities, and we celebrate the diversity of all the family groups that make up our extended Marsh family.