Account Manager - Financial, Executive & Professional Risks at Willis Limited, trading as Willis Towers Watson plc

Auckland, Auckland, New Zealand -

Full Time

Start Date

Immediate

Expiry Date

14 Jun, 26

Salary

0.0

Posted On

16 Mar, 26

Experience

5 year(s) or above

Remote Job

Yes

Telecommute

Yes

Sponsor Visa

Skills

Client Servicing, Liability Insurance, Risk Management, Claims Management, Database Management, Underwriter Liaison, Quoting, Invoicing, New Business Development, Client Relationship Management, Compliance Procedures, Time Management, Interpersonal Communication, Written Communication, Microsoft Word, Microsoft Excel

Industry

Financial Services

Description

Working in the Financial, Professional and Executive Risks (FINEX) team and based Wellington office, the successful candidate will be responsible for all aspects of servicing and growing a book of clients based predominantly in the North Island region with a focus across all classes of liability insurance. Key areas of accountability will include all aspects of client servicing, including preparation of client documentation, assistance with claims management, client database management, and liaison with underwriters. The Role Ensuring that the client’s risk management and insurance broking programmes are administered to ensure the delivery of high-quality services including: * Reviewing each client’s risk management and insurance objectives to ensure the delivery of high-quality services including communication of client pre-renewal strategies * Preparation of client documentation and ensuring 100% accuracy prior to distribution to clients and insurers * Ensuring the timely and accurate production/processing of quotes, reports, invoices, premium and adjustments calculations * Provide support to the Corporate Risks team in managing the liability insurance programme of larger clients * Maximise the revenue generated from the existing client base through continual analysis of client profitability and maximisation of group facilities * Ensure premium funding is offered to all clients, debtor collections in accordance with terms of trade and no client placements outside of approved insurers * Actively seek new business opportunities, leveraging your existing network and proactively expanding your network. * Identify industry sectors that are of interest to you, so will target in support of new business. * Participate in new business tenders contributing to content and actively representing FINEX lines as a member of the presentation team * Developing and maintaining effective relationships with clients, colleagues and insurers * Understanding the various business units and capabilities within the WTW and bringing this collective experience and expertise to clients as and when the opportunity and / or need arises * Maintain comprehensive client data on WTW systems, facilities and databases * Ensure all documentation is prepared in accordance with company service and compliance procedures and tools * Promoting the WTW brand within the insurance industry and amongst clients, prospects and other professional networks * Ensure all documentation is prepared in accordance with company service and compliance procedures and tools as detailed in Willis Client Service * Support team to ensure compliance with all specified business management processes

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Responsibilities

The role involves servicing and growing a book of clients primarily in the North Island, focusing on all classes of liability insurance, which includes preparing client documentation and managing databases. Key duties also encompass ensuring high-quality service delivery, maximizing revenue from existing clients, and actively seeking new business opportunities.