Client Insurance Executive — Renewals & Risk Solutions

WTW; Wellington, Auckland; Hybrid; NZD 70,000 - 110,000; Full time

Benefits offered by this job

Hybrid working

Job summary

Willis Towers Watson is seeking a Client Executive to contribute to managing and growing a portfolio of clients, ensuring insurance needs are identified and met. The role is client-facing, supporting senior brokers, and involves renewals, documentation, claims liaison, and data management.

You will build relationships with insurers, clients, and stakeholders, maintain client data, and ensure accurate documentation. Hybrid working and a focus on compliance and development are expected.

Qualifications

• NZ Certificate in Financial Services (Level 5) General Insurance or willingness to work toward.
• A quick learner and willingness to take on additional duties when required.
• Excellent report writing and correspondence skills.
• Ability to take notes and record meeting minutes.
• Ability to prioritise work, meet deadlines and work under pressure.
• A team player with credibility and trust.
• Proficient in MS Office products.
• Experience using eGlobal is desirable but not essential.
• Good understanding of internet and intranet applications.
• Degree qualified in any discipline (preferred but not required).

Responsibilities

• Prepare client documentation and invoices (renewal questionnaires, quote slips, manuals, funding quotes).
• Ensure 100% accuracy of documentation and obtain approval prior to distribution.
• Provide support to Senior Brokers in managing larger clients’ insurance and risk programs.
• Develop and maintain relationships with insurers, clients and stakeholders.
• Maintain comprehensive client data and meeting notes on WTW systems.
• Compare renewal terms, negotiate with underwriter, inform Senior Broker of changes.
• Coordinate with offshore Operations Support (Mumbai) for documentation delivery.
• Respond to client claims enquiries and advise on claims process.
• Manage workflow and diary systems to meet claims standards and timely settlements.
• Undertake CPD and contribute to new business targets.
• Ensure pipeline and premium funding terms are up to date.

Skills

Oral and written communication

Prioritisation and time management

Client relationship building

Attention to detail

Problem solving

Education

NZ Certificate in Financial Services (Level 5) General Insurance

Degree (preferred) in any discipline

Tools

MS Office

eGlobal (desirable)

Job description

Willis Towers Watson is seeking a Client Executive to contribute to managing and growing a portfolio of clients, ensuring insurance needs are identified and met. The role is client-facing, supporting senior brokers, and involves renewals, documentation, claims liaison, and data management.

You will build relationships with insurers, clients, and stakeholders, maintain client data, and ensure accurate documentation. Hybrid working and a focus on compliance and development are expected.