Account Executive - Personal Lines

at  WTW

Auckland City, Auckland, New Zealand -

Start DateExpiry DateSalaryPosted OnExperienceSkillsTelecommuteSponsor Visa
Immediate31 Jan, 2025Not Specified01 Nov, 2024N/AManagement Skills,General Insurance,Wellbeing,Microsoft Office,Financial ServicesNoNo
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Description:

DESCRIPTION

The successful candidate will be responsible for, and have experience in, all aspects of client servicing to maintain and grow an existing book of business. Working in a fun, fast moving, and exciting environment, you will need to demonstrate exceptional interpersonal and organisational skills, the successful candidate will have a strong service ethic ensuring incomparable quality service is always delivered to our clients.
The candidate will also help generate new business opportunities to contribute to the success of the team.

THE REQUIREMENTS

  • New Zealand Certificate in Financial Services (Level 5) General Insurance
  • Working knowledge of Microsoft Office
  • Excellent time management skills and the ability to work under pressure
  • Confident verbal and written communicator
  • Strong administration skills with high attention to detail
    Note: Employment-based non-immigrant visa sponsorship and/or assistance is not offered for this specific job opportunity

Responsibilities:

  • Ensure that the client’s risk management and domestic 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, 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 settled in a timely manner
  • 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 are conducted in accordance with the terms of trade, and no client placements occur outside of approved insurers
  • Support team to ensure compliance with all specified business management processes


REQUIREMENT SUMMARY

Min:N/AMax:5.0 year(s)

Financial Services

Banking / Insurance

Sales

Trade Certificate

Financial services (level 5 general insurance

Proficient

1

Auckland City, Auckland, New Zealand