Client Executive

Company:

Marsh

Description:

We are seeking a talented individual to join our Affinity team at MARSH NZ.

This role will be based in Auckland, NZ. This is a hybrid role that has a requirement of working at least three days a week in the office.

As part of the high-performing broking unit in our Affinity Segment, you will be responsible for assisting with the management of SME Financial Lines scheme accounts.

The role has strong focus on providing high quality customer service to both new and existing clients. Working closely within a nurturing and coaching environment to gain diverse insurance account management skills which align with our “client first principles” and operational business goals.

We will count on you to:

• Meet and exceed service standards as agreed in client service agreements.
• Take a proactive approach to all aspects of service delivery to clients, ensuring client needs are identified and met in line with agreed service standards.
• Support the Team with taking a proactive approach to triaging new business opportunities through the existing client base.
• Adhere to Marsh quality practices, including following all Marsh procedures.
• Work closely with insurer partners to negotiate favourable solutions for clients.
• Assist Segment Leader with the preparation, management, implementation and achievement of team/unit business plans and goals.

What you need to have:

• Relevant experience in either broking or underwriting, preferably with Financial Lines.
• A team player who naturally maintains solid working relations with colleagues, external clients and broader industry market segments.
• Excellent communication style able to effectively work within various audiences, adapting approach as appropriate. Displays strong oral and written communication skills.
• Time management and organisational skills are essential to effectively manage a high-volume SME/scheme based portfolio.
• Seeks out and acts on opportunities, demonstrates a willingness to learn and take on increased responsibilities
• New Zealand Certificate in Financial Services (Level 5)
   

What sets you apart?

• Effective communicator: This is key to excellent client service and delivering on our client-first principles, so you will need to have strong interpersonal skills and be able to communicate clearly and professionally in all situations.
• Analytical: Analyse complex information, evaluate risk, and provide advice and solutions to clients.
• Highly organised and can manage multiple tasks simultaneously.
• See the importance of details and getting the small things right: A high level of attention to detail is essential for ensuring accuracy in policy documentation.
• Consistently contributes to the team and supports manager’s efforts to achieve goals.  Demonstrates understanding and respect for different perspectives, values, cultures and work styles. 

Why join our team:

• We help you be your best through professional development opportunities, interesting work and supportive leaders.
• We foster a vibrant and inclusive culture where you can work with talented colleagues to create new solutions and have impact for colleagues, clients and communities.
• Our scale enables us to provide a range of career opportunities, as well as benefits and rewards to enhance your well-being.

About MARSH:

Marsh, a business of Marsh McLennan (NYSE: MMC), is the world’s top insurance broker and risk advisor. Marsh McLennan is a global leader in risk, strategy and people, advising clients in 130 countries across four businesses: Marsh, Guy Carpenter, Mercer and Oliver Wyman. With annual revenue of $24 billion and more than 90,000 colleagues, Marsh McLennan helps build the confidence to thrive through the power of perspective. For more information, visit marsh.com, or follow on LinkedIn and X.

Marsh McLennan is committed to creating a diverse, inclusive and flexible work environment. We aim to attract and retain the best people and embrace diversity of age, background, disability, ethnic origin, family duties, gender orientation or expression, marital status, nationality, parental status, personal or social status, political affiliation, race, religion and beliefs, sex/gender, sexual orientation or expression, skin color, or any other characteristic protected by applicable law.

Marsh McLennan is committed to hybrid work, which includes the flexibility of working remotely and the collaboration, connections and professional development benefits of working together in the office. All Marsh McLennan colleagues are expected to be in their local office or working onsite with clients at least three days per week. Office-based teams will identify at least one “anchor day” per week on which their full team will be together in person.