Insurance Portfolio Specialist

2 days ago


Auckland City, New Zealand Marsh Full time

This is a great opportunity to join our employee health benefits organisation **(Mercer Marsh Benefits)** as an **Insurance Portfolio Specialist** based in our **Auckland** office.

The role of Insurance Portfolio Specialist is a mix of client services and account management. The Insurance Portfolio Specialist is responsible for providing excellent day-to-day service in relation to all aspects of operational client service.

**In this role you will be responsible for**:

- Timely and accurate processing of:

- Correspondence, letters, invoices, quotations and documentation.
- Premium and adjustment calculations.
- Information and documentation for pre-renewal and broking meetings.
- Draft policy wordings and endorsements for review by Client Executives.
- Client management - planning renewals and updating records, daily communication and liaising, arranging medical assessments, drafting policy wording.
- Accurate and timely processing of all member membership changes.
- Identification of business development opportunities.

**What is in it for you?**

This role will suit a detailed focused, energetic team player who enjoys a performance-focused environment looking to take a step up in their career into the insurance industry.
- A strong technical knowledge of Life and Disability products (ideal not required).
- An in-depth understanding of working relationships with insurers, advisers and their clients (ideal not required).
- Accurate and efficient data entry.
- Ability to prioritise and work in a challenging environment.
- Work proactively and independently or within a team.
- Possess intermediate/ advanced excel skills.
- Customer - centric.
- Driven.
- Previous experience in a sales or team support role is ideal.
- Professional and an effective communicator.
- Flexible, adaptive and responsive approach.

**Skills and Experience**
- Good computer skills including intermediate proficiency in Word, Excel, PowerPoint and Outlook.
- Good oral and written communication skills.
- Attention to detail.
- Ability to organise and prioritise effectively.
- A flexible, adaptive and responsive approach.
- Ability to work proactively and independently.
- Ability to work in a challenging environment.

**About Marsh**:
Marsh McLennan is committed to embracing a diverse, inclusive and flexible work environment. We aim to attract and retain the best people regardless of their sex/gender, marital or parental status, ethnic origin, nationality, age, background, disability, sexual orientation, gender identity or any other characteristic protected by applicable law.



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