Client Executive

WTW; Auckland; Hybrid; NZD 60,000 - 90,000; Full time

Benefits offered by this job

Hybrid working

Annual bonus

Life and income protection insurance

Trauma insurance

Company paid salary continuance

Additional paid annual leave

Job summary

WTW is seeking a Client Executive to contribute to the management and growth of a client portfolio, identifying risk management and insurance needs, and building strong relationships with clients and underwriters. The role also supports Senior Brokers and ensures high-quality client documentation and processes.

The position emphasizes client servicing, renewal preparation, claims support, and compliance with internal controls.

Qualifications

• New Zealand Certificate in Financial Services (Level 5) General Insurance or willingness to work towards this.
• 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.
• Experience using eGlobal is desired but not essential
• Good understanding of internet and intranet applications and usage.
• Degree qualified in any discipline (preferred but not required)

Responsibilities

• Prepare client documentation and invoices, e.g., renewal questionnaires, quote slips, client manuals, and premium funding quotes.
• Ensure 100% accuracy of documentation and obtain approval before distribution.
• Support Senior Brokers in managing larger clients’ insurance, risk management and programs.
• Develop and maintain relationships with insurers, clients and stakeholders, representing WTW professionally.
• Maintain comprehensive client data, including meeting notes and minutes on WTW systems.
• Compare renewal terms, negotiate with underwriters, and advise on changes.
• Coordinate with offshore Operations (Mumbai) for documentation delivery.
• Liaise with Operations to resolve issues and suggest improvements.
• Respond to client claims enquiries and advise on the claims process.
• Manage workflow and diary systems, ensuring claims standards and timely settlements.
• Maintain CPD plan and contribute to new business targets and pipeline quality.
• Ensure premium funding offered to all clients and enforce terms of trade.

Skills

Quick learner

Communication skills

Report writing

Notes/minutes

Prioritisation

Team player

MS Office

Internet usage

Trust building

Education

NZ Certificate in Financial Services (Level 5) General Insurance

Degree preferred

Tools

eGlobal

Job description

Description

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.

Description

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

Qualifications

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.
• Experience using eGlobal is desired but not essential
• Good understanding of internet and intranet applications and usage.
• Degree qualified in any discipline (preferred but not required)

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.

Flexibility is essential for an inclusive workforce. We welcome flexible working requests. Please talk to your recruiter for more details.

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 all backgrounds.

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 [e-mail]