Client Executive

3 days ago

Auckland City, New Zealand Marsh & McLennan Companies Full time

**Company**: Marsh

**Description**:

- 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 that a high degree of quality customer service is always provided to all clients.
- Be active in promoting Marsh’s FINPRO capabilities, and in identifying and developing FINPRO opportunities and key contacts.
- Work closely with Marsh’s Corporate team to provide advice on Liability policies and ensure quality customer service is received by the Company’s Corporate clients.
- Contribute towards the Company’s profit objectives through the effective management and attainment of revenue and expense budgets.
- Contribute to the achievement of Finpro Practice’s business plans and objectives.
- Assist in the development of Finpro colleagues and administrative staff through clear and effective communication and delegation.

**Accountabilities**:
**Account Management;**
- Lead, plan and implement clear and effective renewal, new business, and broking strategies, ensuring Marsh’s performance meets required standards.
- Assist Client Executives with the implementation and achievement of business plans and goals.
- 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.
- Develop and maintain effective long-term relationships with key client decision makers and frequently monitor political, management and other changes within client organisations to preserve and protect the Company’s relationship at all times.

**Administration & Technical;**
- 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).**

**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.

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