Client Executive
At a glance
Mid-level Account Executive role at Eedu. Auckland · full-time.
Pay not stated
growthroles summary, based on the employer's posting.
What you'll do
- Prepare accurate renewal questionnaires, quote slips, insurance manuals, invoices and premium funding quotes
- Support senior brokers with larger client insurance programs, risk work and required account servicing
- Compare renewal terms, discuss changes with underwriters and brief the senior broker
- Handle claims questions, explain next steps and keep claim workflows moving toward timely settlement
- Maintain client records, meeting minutes, pipeline quality and renewal information across company systems
What you bring
- Hold the New Zealand Certificate in Financial Services for General Insurance, or be ready to pursue it
- Communicate clearly in writing and conversation, including reports, correspondence and meeting records
- Prioritise competing work, meet deadlines under pressure and build trust with clients and teammates
- Use Microsoft Office confidently alongside internet and intranet applications
Who this fits
You’ll suit a client-facing insurance role that combines account servicing, claims support, documentation and coordination with senior brokers, insurers and offshore operations staff. The position is based in Auckland and includes hybrid working shaped by team and client needs. A degree in any subject is preferred, rather than required.
From the employer
The Client Executive will effectively contribute to the management and growth of a portfolio of clients ensuring assisting to ensure their risk management and insurance needs are identified and met. This will be a client facing role and the Client Executive will be able to build relationships with clients and insurance partners. The role will also provides assistance to Senior brokers. as and when required.
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 and renewal presentations.
The Role
- Prepare client documentation and invoices, for example, renewal questionnaires, quote slips, client insurance manuals, and premium funding quotes.
- Ensure 100% accuracy of documentation prepared and obtain approval for all client documentation prior to distribution.
- Provide support to Senior Brokers in managing larger clients’ insurance, risk management and programs
- Develop and maintain relationships with insurers, clients and other key stakeholders (internal and external), representing WTW in a professional manner.
- Maintain comprehensive client data, including meeting notes and minutes on WTW systems, facilities and databases
- Compare renewal terms with the previous year, negotiate with underwriter and advise the Senior Broker of any changes.
- 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 have and provide suggestions for improvement.
- Respond to client claims enquiries and provide advice on the claims process.
- Manage workflow and diary systems, ensuring agreed claims standards are achieved and timely settlement of claims.
- Undertake and maintain a Continuous Professional Development (CPD) plan
- Contribute to the overall achievement of the new business target annually for the team.
- Ensure the accuracy and quality of the pipeline on a regular basis.
- Ensure premium funding is offered to all clients, debtor collections in accordance with terms of trade and no client placements outside of approved insurers.
- Achieve and maintain compliance with the relevant legislative requirements
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The Requirements
- New Zealand Certificate in Financial Services (Level 5) General Insurance or willingness to work towards this
- A quick learner and the desire to take on additional duties when required.
- Sound oral and written communication skills both on an individual and small group basis.
- Excellent report writing and correspondence skills.
- Ability to take notes and record meeting minutes
- Ability to prioritise work, manage deadlines and work under pressure.
- A team player with the ability to demonstrate credibility and gain trust.
- Proficient in all MS Office products.
- Good understanding of internet and intranet applications and usage.
- Degree qualified in any discipline (preferred but not required)
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.
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 candidate.helpdesk@willistowerswatson.com
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