Service Executive

About the Role

As a Service Executive at our Wellington office, you will collaborate closely with Retail and Business Services teams to deliver outstanding client service throughout their entire journey. This role suits someone who enjoys a fast-paced workplace, handling data and documentation meticulously, and acting as the essential link that keeps daily operations running efficiently.

Key Responsibilities

• Support client renewals and service activities following established New Zealand Aon protocols.
• Verify policy terms, quotations, and documentation in coordination with insurers.
• Prepare premium calculations, schedules, renewal reports, and client presentations.
• Maintain precise client data across internal systems.
• Follow up with clients and insurers to collect any pending information.
• Assist in invoicing, premium collection, and managing overdue debts.
• Collaborate closely with the Assistant Service Manager and team members to manage workload and ensure high-quality service delivery.

Candidate Profile

You will be an effective communicator who can adapt your style to different settings, whether in person, over the phone, or via written communications. Experience in the insurance industry or a similar customer or solution-focused role with strong administrative skills is ideal.

Preferred Skills and Attributes

• A customer-centric mindset coupled with proactive problem-solving abilities.
• A motivated self-starter capable of working independently after onboarding.
• Strong organizational skills with the ability to prioritize tasks effectively.
• Proficiency with common Office software and adaptability to learn new systems quickly.

Benefits and Company Culture

We provide a comprehensive benefits package supporting diversity and inclusion. Our agile and inclusive environment promotes work-life balance and wellbeing, including two global wellbeing days annually. We embrace flexible work styles under our Smart Working program. Our culture encourages continuous learning and personal growth, ensuring employees feel connected, valued, and empowered.

Equal Opportunity Employer

We are committed to equal employment opportunities without discrimination based on race, color, religion, sex, sexual orientation, gender identity, national origin, age, disability, veteran status, marital status, or legally protected status. Reasonable accommodations are available throughout the application and employment process to qualified individuals with disabilities. For more information on accommodations, please inquire directly.