Account Manager

This role will work in our Affinity team in Auckland and will be responsible for all aspects of client service to maintain and grow an existing book of business. One of the fastest growing parts of our business is our Affinity division and this role will be responsible for the maintenance and growth of this portfolio of clients.

This role requires an experienced broker adept at working with a small amount of renewals but large volumes, a diligent team player who is able to demonstrate excellent interpersonal, organisational and time management skills and who can contribute to all aspects of client service.

 

The Role

• In conjunction with the Affinity Account Executives and Manager of NZ Affinity, ensure that the client's risk management and insurance broking programmes 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
• 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 previous year and advise 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 Managers in the management of clients claims by responding to clients 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.
• 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 Level 5 qualification and/or knowledge of the insurance industry desirable
• Sound oral & written communication skills both on individual and small group basis.
• Excellent report writing and correspondence skills
• Ability to prioritise work and manage a diverse and busy workload
• A team player with ability to demonstrate credibility and gain trust
• Proficient in all MS Office products
• Good understanding of intranet applications and usage.
• A quick learner and the desire to take on additional duties when required.
• Some travel may be required

Why Join WTW?

WTW provides a competitive benefits package which includes the following (eligibility requirements apply):

• Additional paid annual leave 
• Life, Income Protection and Trauma insurance
• 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.

Flexibility is essential for an inclusive workforce. We welcome flexible working requests. Please talk to your recruiter for more details.

At WTW, we believe that a culture of inclusion and diversity is critical to our business. It's not a separate initiative – rather it's fundamental to everything we do. We are an equal-opportunity employer who is committed to fostering an inclusive work environment and embrace diversity including gender, nationality, disability, age, marital/parental status, ethnicity, gender identity and sexual orientation. We welcome applications from people from all backgrounds. 

We're committed to equal employment opportunity and provide application, interview and workplace adjustments and accommodations to all applicants. If you foresee any barriers, from the application process through to joining WTW, please email