In this role you will contribute to the management and growth of the Construction Practice, ensuring that client risk management and insurance needs are identified and met whilst supporting brokers on major projects. Key areas of accountability will include client servicing, preparation of client documentation, assistance with claims management, client database management and liaison with underwriters. We are open to considering varying levels of broking experience from entry level to several years in the insurance industry.
The Role
Assist senior brokers when required and effectively manage and grow a portfolio of clients ensuring that their risk management and insurance broking needs are identified and met.
Accurately prepare client documentation such as renewal questionnaires and reports, quote slips, placing slips, client manuals and invoice documents, including premium funding quotes.
Provide support to senior brokers in managing larger clients' insurance, risk management and programs, ensuring the delivery of high-quality services.
Develop and maintain relationships with insurers, clients, and other key stakeholders (internal and external), professionally representing WTW.
Maintain comprehensive client data on WTW systems, facilities, and databases.
Respond to client claims enquiries, provide advice on the claims process, and maintain the claims database.
Liaise with insurance assessors as required.
Manage workflow and diary systems, ensuring agreed claims standards are achieved with timely settlement of claims.
Contribute to individual and team annual new business targets ensuring they are met.
Ensure pipeline accuracy and quality are maintained regularly.
Debtor collections are managed in accordance with the terms of trade.
Achieve and maintain compliance with relevant NZ regulations.
The Requirements
An innovative thinker with the ability to collaborate and work in a team.
Sound oral and written communication skills both on an individual and small group basis.
Report writing and correspondence skills.
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.
Experience using eGlobal is desired but not essential.
A quick learner with the drive to take on additional duties when required.
You have, or are prepared to undertake Certificate in Financial Services (Level 5).
The ability to work autonomously with minimal guidance.
A focus on excellence and the ability to produce accurate work.
A background in general insurance and/or construction is preferred but not essential.
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. Most 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.
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