SME Client Executive

Aon

Palmerston North

Hybrid

NZD 60,000 - 85,000

Full time

13 hours ago
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Benefits offered by this job

Health and Life Insurance
Hybrid working arrangements
Employee Assistance Programme (EAP)

Job summary

Aon is seeking a dedicated client support professional to manage an SME portfolio across Whanganui, New Plymouth or Palmerston North. You will deliver high-quality service, promote insurance solutions, and work with Claims and ABS teams to ensure a smooth client journey.

The role involves leading renewal discussions, coordinating with Client Directors/Managers, and continuously improving processes to enhance client experience and efficiency in a hybrid work environment.

Qualifications

  • Client-first mindset and relationship focus.
  • Clear written and verbal communication of insurance concepts.
  • Collaborative approach with regional teams and internal colleagues.
  • Interest in business and risk to match client needs with solutions.
  • Proactive problem solving and timely issue resolution.
  • Resilient under pressure and adaptable to change.

Responsibilities

  • Manage end-to-end client journey with Claims and ABS teams for timely support.
  • Lead renewal and mid-term discussions ensuring advice is timely and accurate.
  • Contribute to client planning with Client Directors/Managers.
  • Optimize systems and processes to improve efficiency, scalability and compliance.
  • Champion continuous improvement using data insights and best practices.

Skills

Client-first
Strong communication
Collaborative
Commercial awareness
Problem solving
Resilience & adaptability

Education

Level 5 Fire & General qualification

Job description

As a key member of our regional SME team, you’ll play an important role in delivering excellent service to existing and new clients across the SME portfolio. You’ll work collaboratively across the business, to ensure a seamless, positive client experience.

We are open for this role to be based in Whanganui or New Plymouth as a preference, however we would also consider Palmerston North as a base.

The Mahi

You’ll be responsible for delivering high-quality client support, owning a SME portfolio where you will promote services, conduct risk management and working alongside the wider team to deliver solutions to Aon clients.

You Will Also
  • Manage the end-to‑end client journey, working closely with Claims teams and Aon Business Services (ABS) colleagues to ensure smooth, timely support.
  • Lead renewal and mid-term discussions, ensuring advice is timely, accurate, and aligned with client needs.
  • Contribute to client planning alongside Client Directors/Managers.
  • Optimise systems and processes to drive efficiency, scalability, compliance, and a strong colleague and client experience!
  • Champion continuous improvement, using data insights and best practice to deliver predictable, high‑standard outcomes.
About You

You’ll be a natural communicator who understands how to tailor to the situation, whether it be face to face, over the phone or through written correspondence. We’re looking for someone who enjoys working with clients, systems and detail - and who takes pride in getting things right the first time. You will ideally bring:

Skills And Experience That Will Lead To Success
  • Client-first mindset - you genuinely care about delivering great client outcomes and building long-term relationships.
  • Strong communication skills - confident and professional in both written and verbal communication, with the ability to explain insurance concepts clearly.
  • Collaborative approach - enjoy working as part of a regional team and partnering with Claims, ABS and other internal colleagues to support the client journey!
  • Commercial awareness - an interest in business and risk, with the ability to understand client needs and match them to appropriate solutions.
  • Problem-solving mindset - proactive in following up, resolving issues and finding practical solutions for clients and colleagues.
  • Resilience and adaptability - able to stay calm under pressure, adapt to change and maintain a positive, professional attitude.

A level 5 Fire and General qualification is required for this role. (Or if you are currently on the pathway to being qualified, or have qualifications in other areas of insurance we maybe able to consider your application)

Why Aon?

At Aon, we're in the business of making better decisions. Our purpose is to help protect and enrich the lives of people around the world by providing clients with the clarity and confidence to make better decisions.

What's On Offer?
  • Health and Life Insurance, plus Income Protection options.
  • Hybrid working arrangements.
  • Employee Assistance Programme (EAP) services.

Aon values an innovative workplace where all colleagues feel empowered to be their authentic selves. Aon is proud to be an equal opportunity workplace.

Aon provides equal employment opportunities to all employees and applicants for employment without regard to race, religion, sexual orientation, gender identity, national origin, age, disability, marital, domestic partner status, or other legally protected status.

We encourage applications from everyone and offer reasonable adjustments for individuals with disabilities during application, interviews, and job duties. For details on accommodations, email ReasonableAccommodations@Aon.com.

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