Description
Working in the Financial, Professional and Executive Risks (FINEX) team based in our Auckland 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
Ensure 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 accuracy prior to distribution to clients and insurers
Ensuring the timely and accurate production and 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
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
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
Support the team to ensure compliance with all specified business management processes
Qualifications
The Requirements
Proven insurance broking and/or legal experience with specialist knowledge in the liability practice area
Level 5 Insurance qualifications and significant business experience
Excellent interpersonal, oral and written communication skills, both on an individual and group basis
Reasonable level of competency in Word and Excel and knowledge of PowerPoint
Understanding of claims management processes
Broad business and economic understanding
A customer-centric approach and a strong desire to understand and meet a client's needs
Proven time management skills and a proactive approach to working
Professionalism, reliability, and an ability to work in a team and autonomously when required
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