Service Executive

Aon
Auckland
Workplace: HybridFull timeFunction: Solutions Engineering & Sales EngineeringSkills: ["Communication","Problem-solving","Customer-first","Self-starter","Organizational skills"]

Own client renewals end to end by confirming policy terms, quotations, and insurer documentation, and preparing premium calculations, renewal reports, and presentations. Maintain accurate client data across systems, follow up to resolve outstanding information, and support invoicing, premium collection, and aged debt management. Partner with the Assistant Service Manager and internal teams to manage workload and deliver excellent service in a fast-paced environment across multiple Auckland locations.

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FursaFursa
Aon
Aon
1 day ago

Service Executive

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Canonical indexed version, validated from employer's careers page.

Source: Company careers pageValidated by: Fursa AI
Last checked: 12 hours agoStatus: Live

Job Summary

Own client renewals end to end by confirming policy terms, quotations, and insurer documentation, and preparing premium calculations, renewal reports, and presentations. Maintain accurate client data across systems, follow up to resolve outstanding information, and support invoicing, premium collection, and aged debt management. Partner with the Assistant Service Manager and internal teams to manage workload and deliver excellent service in a fast-paced environment across multiple Auckland locations.
Location: Auckland
Workplace: Hybrid
Employment Type: Full time
Job Function: Solutions Engineering & Sales Engineering

Key Responsibilities

  • •Support client renewals and servicing in line with Aon New Zealand protocols.
  • •Confirm policy terms, quotations, and documentation with insurers.
  • •Prepare premium calculations, schedules, renewal reports, and presentations.
  • •Maintain accurate client data across systems and follow up with clients and insurers for outstanding information.
  • •Assist with invoicing, premium collection, and aged debt management while coordinating workload with the wider team.

Key Requirements

  • •Support client renewals and servicing in line with Aon New Zealand protocols.
  • •Confirm policy terms, quotations, and documentation with insurers.
  • •Prepare premium calculations, schedules, renewal reports, and presentations.
  • •Maintain accurate client data across systems and follow up to gather outstanding information.
  • •Strong communication and customer-first approach with strong administrative capabilities and the ability to use Office Products and learn new systems.
Experience:Insurance
Skills:CommunicationProblem-solvingCustomer-firstSelf-starterOrganizational skills
Tech Stack:Office Products

Company Brief

Aon
Global professional services firm providing risk, retirement, human resources, and insurance brokerage solutions to clients worldwide, including consulting, reinsurance, and data-driven risk management services.
Industry: Insurance
Company Size: Enterprise (1,001+ employees)
Revenue: USD 1B+
Growth: Public Company
Valuation: Public Company (Market Cap in USD)
Funding: IPO / Publicly Listed
Headquarters: London, United Kingdom
Founded: 1982
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Glassdoor: 3.9
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