Account Executive - Personal Lines

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 Role

• 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

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

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.

We understand flexibility is key to supporting an inclusive and diverse workforce and so we encourage requests for all types of flexible working. Please speak to your recruiter to discuss more.

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 are a 2024 Circle Back Initiative Employer – we commit to respond to every applicant.