Willis Towers Watson Account Manager – Finex in Auckland, New Zealand

Account Manager – Finex

Date Posted: May 10, 2018


Not ready to Apply? at https://willistowerswatson.avature.net/WTWTalentNetwork


The Company

Willis Towers Watson is a leading global advisory, broking and solutions company that helps clients around the world turn risk into a path for growth. With roots dating to 1828, Willis Towers Watson has 40,000 employees serving more than 140 countries. We design and deliver solutions that manage risk, optimize benefits, cultivate talent, and expand the power of capital to protect and strengthen institutions and individuals. Our unique perspective allows us to see the critical intersections between talent, assets and ideas – the dynamic formula that drives business performance. Together, we unlock potential. Learn more at willistowerswatson.com.

The Business

Corporate risk and broking

We know how companies can unlock potential through effective risk management. Our clients rely on us to craft strategies to quantify, mitigate, and transfer risk, taking advantage of our specialist industry experience and unparalleled market know-how. The result is a new way of embracing risk that drives superior results.

The Role

Overview of the role:

Working in the Financial, Professional and Executive Risks (FINEX) team in our Auckland office, the successful candidate will be responsible for all aspects of servicing and growing an existing book of clients with a focus across all classes of liability insurance, ensuring the client’s risk management and insurance broking needs are identified and met.

Performance Objectives


  • Reviewing each client’s risk management and insurance objectives to ensure the delivery of high quality services

  • Preparation of client documentation and ensuring 100% accuracy prior to distribution to clients and insurers

  • Ensuring the timely and accurate production/processing of quotes, reports, invoices, premium and adjustments calculations

  • Management of client’s claims to ensure agreed claims standards are achieved and timely settlements made

  • Provide support to the Corporate Risks team in managing the liability insurance programme of larger clients

  • Maximise the revenue generated from the existing client base through continual analysis of client profitability and maximisation of group facilities

  • Ensure premium funding offered to all clients, debtor collections in accordance with terms of trade and no client placements outside of approved insurers


  • Developing and maintaining effective relationships with clients, colleagues and insurers

  • Understanding the various business units and capabilities within the Willis Towers Watson Group and bringing this collective experience and expertise to clients as and when the opportunity and / or need arises


  • Maintain comprehensive client data on Willis systems, facilities and databases

  • Ensure all documentation is prepared in accordance with company service and compliance procedures and tools

  • Promoting the Willis Towers Watson brand within the insurance industry and amongst clients, prospects and other professional networks

The Requirements

  • 2+ years insurance broking and/or legal experience with specialist knowledge in the liability practice area

  • Relevant tertiary qualification and/or significant business experience.

  • Excellent interpersonal, oral and written communication skills, both on an individual and group basis.

  • Experience in complex coverage/wording review

  • Understanding of claims management processes.

  • Broad business and economic understanding.

  • A customer centric approach and strong desire to understand and meet a client’s needs

  • Good time management skills and a proactive approach to working

  • Professionalism, reliability and an ability to work in a team and autonomously when required

Applicants must have Australian or New Zealand citizenship or hold a valid and appropriate permanent working visa. Willis Towers Watson is an equal opportunities employer and does not discriminate on any basis.


Not ready to Apply? at https://willistowerswatson.avature.net/WTWTalentNetwork


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  • Employee Type:Regular Full-Time

  • Location:Auckland, Auckland, NZ

  • Experience:2 years

  • Date Posted:May 10, 2018