Client Executive - Commercial

Marsh & McLennan Companies; Nelson; Hybrid; NZD 80,000 - 100,000; Full time

Job summary

A global insurance brokerage in Nelson is seeking a Client Executive to manage key client accounts and ensure high-quality customer service. This hybrid role requires a minimum of three days in the office. Successful candidates will possess a New Zealand Certificate in Financial Advice and demonstrable experience in the insurance industry. Join us to enhance your professional development and foster a vibrant work culture.

Benefits

Professional development opportunities

Supportive leadership

Inclusive work culture

Qualifications

• Demonstrated experience in the insurance industry.
• Possess good working knowledge of all aspects of Insurance and other relevant legislation.
• Comprehensive planning and organization skills.

Responsibilities

• Manage a portfolio of key client accounts.
• Lead renewal and broking strategies.
• Maximize profitability through efficient practices.

Skills

Negotiation skills

Problem-solving skills

Excellent communication

Interpersonal skills

Education

New Zealand Certificate in Financial Advice (Level 5) in general insurance

Job description

Company:Marsh Description:

We are seeking a talented individual to join our Commercial team at Marsh. This role will be based in Nelson office. This is a hybrid role that has a requirement of working at least three days in the office.

As a Client Executive, you will manage a portfolio of key client accounts to ensure consistently high-quality customer service. The position also contributes to the company’s profit objectives by managing and achieving revenue and expense budgets, while supporting the attainment of the Practice and Team’s business plans and objectives.

We will count on you to:

• Understand and meet clients’ insurance and risk management needs.

• Lead renewal and broking strategies to achieve performance and retention goals.

• Support team business plans and ensure high client service standards.

• Maximise profitability through efficient practices, billing, and expense control.

• Build strong client and insurer relationships, monitoring organisational changes.

• Oversee the timely and accurate production of client-related documentation, including invoices, policy wordings, and renewal reports.

• Oversee complex claims and assist in settlements.

• Adhere to company quality standards, policies, and relevant legislation.

• Stay updated on insurance products and industry developments.

• Cover for other Principals as needed and perform additional duties.

What you need to have:

• New Zealand Certificate in Financial Advice (Level 5) in general insurance

• Demonstrated experience in the insurance industry

• Negotiation and problem-solving skills

• Excellent communication and interpersonal skills

• Possess good working knowledge of all aspects of Insurance and other relevant legislation

What makes you stand out?

• Comprehensive planning and organisation skills to ensure work is completed efficiently and on time.

• Sound listening and comprehension skills.

• A proactive approach to learning and developing a technical understanding of relevant insurance classes and specialist services.

Why join our team:

• We help you be your best through professional development opportunities, interesting work and supportive leaders.

• We foster a vibrant and inclusive culture where you can work with talented colleagues to create new solutions and have impact for colleagues, clients and communities.

• Our scale enables us to provide a range of career opportunities, as well as benefits and rewards to enhance your well-being.

About Marsh:

Marsh, a business of Marsh McLennan (NYSE: MMC), is the world’s top insurance broker and risk advisor. Marsh McLennan is a global leader in risk, strategy and people, advising clients in 130 countries across four businesses: Marsh, Guy Carpenter, Mercer and Oliver Wyman. With annual revenue of $24 billion and more than 90,000 colleagues, Marsh McLennan helps build the confidence to thrive through the power of perspective. For more information, visit marsh.com, or follow on LinkedIn and X. Marsh McLennan is committed to creating a diverse, inclusive and flexible work environment. We aim to attract and retain the best people and embrace diversity of age, background, disability, ethnic origin, family duties, gender orientation or expression, marital status, nationality, parental status, personal or social status, political affiliation, race, religion and beliefs, sex/gender, sexual orientation or expression, skin color, or any other characteristic protected by applicable law. Marsh McLennan is committed to hybrid work, which includes the flexibility of working remotely and the collaboration, connections and professional development benefits of working together in the office. All Marsh McLennan colleagues are expected to be in their local office or working onsite with clients at least three days per week. Office-based teams will identify at least one “anchor day” per week on which their full team will be together in person.