- Assist senior brokers when required and effectively manage and grow a portfolio of clients ensuring that their risk management and insurance broking needs are identified and met.
- Accurately prepare client documentation such as renewal questionnaires and reports, quote slips, placing slips, client manuals and invoice documents, including premium funding quotes
- Provide support to senior brokers in managing larger clients' insurance, risk management and programs, ensuring the delivery of high-quality services
- Develop and maintain relationships with insurers, clients, and other key stakeholders (internal and external), professionally representing WTW
- Maintain comprehensive client data on WTW systems, facilities, and databases
- Respond to client claims enquiries, provide advice on the claims process, and maintain the claims database
- Liaise with insurance assessors as required
- Manage workflow and diary systems, ensuring agreed claims standards are achieved with timely settlement of claims
- Contribute to individual and team annual new business targets ensuring they are met
- Ensure pipeline accuracy and quality are maintained regularly
- Debtor collections are managed in accordance with the terms of trade
- Achieve and maintain compliance with relevant NZ regulations
- Undertake professional development when required
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Account Executive - Sydney, Australia - WTW
Description
In this entry level role, you will contribute to the management and growth of the Construction Practice, ensuring that client risk management and insurance needs are identified and met whilst supporting brokers on major projects. Key areas of accountability will include client servicing, preparation of client documentation, assistance with claims management, client database management and liaison with underwriters.
The Role