Account Executive

Description

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 play a key part in the maintenance and growth of this client portfolio.

This position 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 Affinity Account Executives and the Manager of NZ Affinity, ensure that clients' risk management and insurance broking programmes are administered to deliver high-quality service, with a focus on client retention and business development.

Prepare client documentation and ensure 100% accuracy prior to distribution.

Develop and maintain relationships with insurers, clients, and other key stakeholders (both internal and external), representing WTW in a professional manner.

Maintain comprehensive client data across WTW systems, facilities, and databases.

Compare renewal terms with the previous year and advise brokers of any changes.

Collaborate with colleagues to support the growth and success of WTW.

Work in conjunction with the offshore Operations Support team (Mumbai) to ensure timely preparation and delivery of documentation.

Liaise with Operations on any issues the team may encounter and provide suggestions for improvement.

Support Account Managers in managing clients' claims by responding to enquiries, providing advice on the claims process, liaising with insurance assessors as needed, and ensuring agreed standards are met for timely claims settlement.

Ensure all documentation is prepared in accordance with company service and compliance procedures.

Qualifications

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 and 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 player with the ability to demonstrate credibility and gain trust

Proficient in all MS Office products

Good understanding of intranet applications and usage

A quick learner with a 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

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