Insurance Client Success Executive

Willis Towers Watson; Wellington; On-site; NZD 90,000 - 130,000; Full time

Benefits offered by this job

Additional paid annual leave

Life, Income Protection and Trauma ins

Annual bonus

Salary continuance insurance

Hybrid working

Networks (Gender, Wellbeing, Pride)

Career Growth - development programs

Job summary

Willis Towers Watson is seeking a Client Executive to manage a portfolio of clients, building relationships with clients and insurance partners while supporting Senior Brokers in Wellington. The role focuses on servicing, documentation, claims assistance, and renewal presentations.

The role emphasizes accuracy, timely correspondence, and collaboration with underwriters, the offshore team, and internal stakeholders to meet regulatory and client expectations. Hybrid work is available.

Qualifications

• NZ Certificate in Financial Services (Level 5) General Insurance or willingness to work towards this.
• Quick learner and willing to take on additional duties.
• Strong oral and written communication skills.
• Excellent report writing and correspondence skills.
• Ability to take notes and record meeting minutes.
• Ability to prioritise work, manage deadlines and work under pressure.
• Team player with credibility and trust.
• Proficient in MS Office; experience with eGlobal is desirable.
• Good understanding of internet and intranet applications.
• Degree qualified in any discipline (preferred but not required).

Responsibilities

• Prepare client documentation and invoices for renewals and quotes.
• Ensure 100% accuracy of documentation and obtain approvals prior to distribution.
• Support Senior Brokers in managing larger clients' insurance and risk programs.
• Develop and maintain relationships with insurers, clients and key stakeholders.
• Maintain comprehensive client data and meeting minutes in WTW systems.
• Compare renewal terms, negotiate with underwriters and inform Senior Broker of changes.
• Collaborate with offshore Operations Support to prepare and deliver documentation.
• Liaise with Operations to address issues and suggest improvements.
• Respond to client claims enquiries and advise on the claims process.
• Manage workflow and diary systems to achieve timely settlements.
• Maintain CPD plan and contribute to new business targets.
• Ensure pipeline accuracy and premium funding is offered to all clients.

Skills

Client relationship management

Communication skills

Report writing

Time management

Team player

Negotiation

Attention to detail

Education

New Zealand Certificate in Financial Services (Level 5) General Insurance

Degree (preferred)

Tools

MS Office

eGlobal

Job description

Willis Towers Watson is seeking a Client Executive to manage a portfolio of clients, building relationships with clients and insurance partners while supporting Senior Brokers in Wellington. The role focuses on servicing, documentation, claims assistance, and renewal presentations.

The role emphasizes accuracy, timely correspondence, and collaboration with underwriters, the offshore team, and internal stakeholders to meet regulatory and client expectations. Hybrid work is available.