This role will work in our Affinity team in Auckland and will be responsible for all aspects of client service to maintain and grow an existing book of business. One of the fastest growing parts of our business is our Affinity division and this role will be responsible for the maintenance and growth of this portfolio of clients.
This role requires a diligent team player who is able to demonstrate excellent interpersonal, organisational and time management skills and who can contribute to all aspects of client service.
The Role
- In conjunction with the Affinity Account Executives and Manager of NZ Affinity, ensure that the client’s risk management and insurance broking programmes are administered to ensure the delivery of high-quality services with a focus on client retention and business development
- Preparation of client documentation and ensuring 100% accuracy prior to distribution to clients
- Develop and maintain relationships with insurers, clients, and other key stakeholders (internal and external), representing WTW in a professional manner.
- Maintain comprehensive client data on WTW systems, facilities, and databases
- Compare renewal terms with previous year and advise broker of any changes
- Collaboration with other colleagues to facilitate the growth and success of WTW.
- 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 be having and provide suggestions for improvement
- Support the Account Managers in the management of clients claims by responding to clients calls and enquiries and providing advice on the claim process, liaise with insurance assessors as required and ensure agreed claims standards are achieved and timely settlement of claims.
- Ensure all documentation is prepared in accordance with company service and compliance procedures
The Requirements
- Excellent administrative and support skills in a dynamic and successful insurance broking environment
- Insurance Level 5 qualification and/or knowledge of the insurance industry desirable
- Sound oral & written communication skills both on individual and small group basis.
- Excellent report writing and correspondence skills
- Ability to prioritise work and manage a diverse and busy workload
- A team player with ability to demonstrate credibility and gain trust
- Proficient in all MS Office products
- Good understanding of intranet applications and usage.
- A quick learner and the desire to take on additional duties when required.
- Some Travel may be required
Equal Opportunity Employer
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