SME Client Executive

About the Role

As an integral part of our regional SME team, you will play a pivotal role in providing outstanding service to both existing and prospective clients within the SME portfolio. Your efforts will be coordinated with various business units to ensure clients experience a seamless and positive journey.

Key Responsibilities

• Own and manage a portfolio of SME clients by promoting services and conducting risk assessments.
• Collaborate closely with Claims and Aon Business Services colleagues to deliver smooth, timely client support throughout the client lifecycle.
• Lead renewal and mid-term negotiations providing advice that is timely, accurate, and aligned with client objectives.
• Assist Client Directors and Managers with client planning activities.
• Improve and optimize systems and processes to enhance efficiency, scalability, compliance, and overall experience for colleagues and clients.
• Drive continuous improvement initiatives using data insights and industry best practices to ensure consistent, high-quality outcomes.

Preferred Skills and Experience

• Dedicated client-first approach, focusing on excellent service and long-term relationship building.
• Strong verbal and written communication skills, capable of clearly explaining insurance concepts.
• Team-oriented with a collaborative mindset for working effectively across multiple departments.
• Commercially aware with an understanding of business risks and client needs to appropriately match solutions.
• Proactive problem solver, skilled at following up and resolving issues promptly for clients and internal stakeholders.
• Resilient and adaptable, able to maintain professionalism and composure in changing and high-pressure environments.

Qualifications

Possession of a Level 5 Fire and General qualification is required. Applications from candidates on the qualification pathway or holding other relevant insurance qualifications will also be considered.

Additional Information

This position is open to candidates based within the Hawkes Bay region, including Gisborne, Hastings, or Waipukurau.

Compensation and Benefits

• Health and Life insurance coverage along with Income Protection options.
• Hybrid working arrangements to support work-life balance.
• Access to Employee Assistance Programme (EAP) services.

Equal Employment Opportunity

We are committed to fostering an inclusive and innovative workplace where all employees can be their authentic selves. We provide equal employment opportunities without discrimination based on race, religion, sexual orientation, gender identity, national origin, age, disability, marital or domestic partner status, or any other legally protected characteristic.

Reasonable accommodations are available throughout the application and employment process for individuals with disabilities.