Account Executive - Broking

This role will work in our Commercial team in Christchurch and will be responsible for assisting the Client Manager and Senior Broker in all aspects of client service to maintain and grow an existing book of business. 

We seek a diligent team player with excellent interpersonal, organisational, and time management skills who can contribute to all aspects of client service.

The Role

• In conjunction with the Account Manager, ensure that the client’s risk management and insurance broking programs are administered to ensure the delivery of high-quality services with a focus on client retention and business development
• Preparation of client documentation and ensuring 100% accuracy prior to distribution to clients and insurers
• 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 
• Compare renewal terms with previous year and advise broker of any changes
• Collaboration with other colleagues to facilitate the growth and success of WTW
• 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 be having and provide suggestions for improvement
• Support the Account Manager 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 timely settlement of claims
• Ensure all documentation is prepared in accordance with company service and compliance procedures

The Requirements

• Excellent administrative and support skills in a dynamic and successful insurance broking environment
• Insurance qualification and/or knowledge of insurance products and the insurance industry desirable
• Sound oral & written communication skills both on 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 ability to demonstrate credibility and gain trust
• Proficient in all MS Office products
• Good understanding of internet and intranet applications and usage.
• A quick learner and the desire to take on additional duties when required.

Note: Employment-based 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.