Pricing and Portfolio Specialist

3 weeks ago


Auckland City, New Zealand Fidelity Life Full time

Flexible working options
- Utilise your Actuarial Sciences qualification
- Great employee benefits

**The Opportunity**

***
Fidelity Life is on a journey to put the customer at the heart of everything we do, which touches on people, processes, systems, and products. Right now, we have an exciting, newly created opportunity for a graduate
**Pricing and Portfolio Specialist** to join us. Based in our Auckland office with flexible working options available, this is a fulltime permanent opportunity to get a foot in the door within the Life Insurance industry

Reporting to the Senior Manager - Administration Operations, the Pricing and Portfolio specialist will manage quotations, pricing reviews and support with day-to-day operations. Forming strong relationships with internal stakeholders such as Operations, Actuarial and Sales to assist in the delivery of new business acquisitions and retention results will be instrumental. This role will allow one to utilise their skills and knowledge, bring in bright ideas and contribute to the success of Fidelity Life’s Group Insurance business.

Day to day key tasks include:
Managing the end-to-end process for group pricing:

- Processing and preparing all pricing in adherence to our product and pricing guidelines.
- Leading continuous improvement of the processes to make these more effective and efficient.
- Preparation and presenting outcomes of pricing reviews.
- Maintaining and monitoring reporting dashboards.

Supporting and completion of administrative tasks related to our in-force portfolio, inclusive of, but not limited to:

- Processing Invoicing, arrears and receipting of accounts.
- Creating and maintaining policy documents.
- Completion of monthly scheduled tasks
- Daily banking and reconciliation.

**About you**

As a recent graduate you have an interest for learning about the Life Insurance industry and the Actuarial Science behind it You're the kind of person with an ability to think outside of the box and aren’t afraid to challenge the status-quo. You will bring a keen eye for detail coupled with a curious mindset and can recognise inefficiencies as opportunities and strive to improve these accordingly.

You’ll be passionate about providing outstanding service and going the extra mile. You pride yourself on being a collaborative team player, are highly organised and able to work independently. You have mastered the ability to prioritise and manage your time efficiently all while maintaining a high degree of accuracy and efficiency.

In addition, you will also bring the following:

- Proficient in using Microsoft Office Suite at Intermediate level i.e., Excel (complex formulas, tables, large datasets/ competent at maintaining Power BI reports).
- Have exceptional verbal and written communication skills; must be a listener and a presenter.
- Strong ability to self-review work and provide accurate outputs.
- Recently completed or working towards a university level Actuarial Sciences qualification is desired, but not required.

**About Us**

At Fidelity Life, we’re super proud to be New Zealand’s largest locally owned and operated life insurer. Our people are connected by our purpose to give New Zealanders certainty to live a more rewarding life; and by our aspiration to reimagine life insurance so we can protect even more New Zealanders.

We’re bringing our purpose and aspiration to life through an exciting customer led transformation. It’s easy to talk that talk, but we’re already walking the walk - building new data / insights and digital capabilities to unlock a deep understanding of our customers and provide innovative solutions and experiences that meet their needs.

We also know our future success requires us to step up and help New Zealand meet some big challenges - like responding to climate change and achieving better outcomes for communities who are being left behind.

So taking our lead from what our customers, people, partners, shareholders and the wider community expect of us, we’re exploring ways to be more community and environment aware, ensuring we contribute to a sustainable future for all New Zealanders.

In short, we have big aspirations and a big plan to deliver them - and we’re looking for people like you to help make it happen.



  • Auckland City, New Zealand BNZ Full time

    **Ko mātou tēnei | This is Us** Here at BNZ, it's about more than just banking. We work together in an agile, energising environment to create innovative solutions though our promise "If you can imagine a better future, let's find a way." We're looking for a passionate Pricing & Portfolio Analyst to join our Portfolio Performance & Pricing tīma (team)....

  • Specialist Pricing

    3 weeks ago


    Auckland City, New Zealand IAG New Zealand Full time

    **Make a difference.** As a Specialist Pricing, you can make the world a safer place. Join the largest insurance group in New Zealand and Australia. We’re here for you. Are you ready? **Your Role** This is a ** Specialist Pricing **role where you will support the business in achieving its strategic objectives by directing the production of...

  • Pricing Specialist

    2 weeks ago


    Auckland, New Zealand Insurance Australia Group Full time

    Make a difference as a **Pricing Specialist** **Mō te Tūranga | About the Role** In your role as a pricing specialist, you’ll be responsible for implementing pricing and analytical activities across IAG NZ’s brands. Your key contributions include developing operational pricing strategies for assigned brands and portfolios, monitoring post-change...


  • Auckland City, New Zealand IAG New Zealand Full time

    Create impact as a **Specialist **in the **Commercial Property Portfolio** **Mō te Tūranga | About the Role** n this role, you’ll support in managing our Commercial Property Portfolio and will implement portfolio strategies. This involves equipping teams with the necessary tools and knowledge for success, ensuring the long-term profitability and...

  • Pricing Specialist

    3 weeks ago


    Auckland City, New Zealand Kuehne+Nagel Full time

    This is an exciting role based in a tight knit team within our larger Sea Logistics department. - ** Your Role **:You will work closely with carriers, suppliers and our internal teams to ensure profitable growth and operational excellence. - ** Your Responsibilities**: - Work with shipping lines and internal teams to provide prices/rates to our customers...

  • Pricing Specialist

    2 weeks ago


    Auckland City, New Zealand Kuehne+Nagel Full time

    This is an exciting role based in a tight knit team within our larger Sea Logistics department. - ** Your Role **:You will work closely with carriers, suppliers and our internal teams to ensure profitable growth and operational excellence. - ** Your Responsibilities**: - Work with shipping lines and internal teams to provide prices/rates to our customers...


  • Wellington City, New Zealand IAG New Zealand Full time

    Have meaningful impact as a **Personal Portfolio Underwriting Specialist.** Join the largest insurance group in Aotearoa New Zealand and Australia. We’re here for you. Are you ready? **YOUR ROLE** As a Personal Portfolio Underwriting Specialist, you’ll use your specialist insurance knowledge in product management, underwriting, risk management or...


  • Auckland City, New Zealand AIA Full time

    At AIA, our promise is to help people live Healthier, Longer, Better Lives by encouraging them to make positive lifestyle changes one step at a time. Our firm belief is that by following our Operating Philosophy of doing the right thing, in the right way with the right people, the results will come. AIA Insurance for Life, Health and Wellbeing. The...


  • Wellington City, New Zealand New Zealand Government Full time

    Provide pricing expertise and thought leadership - Actively develop team capability, providing training and mentoring - Interpret & refine our pricing obligations, risks, opportunities, & incentives Are you an intellectually curious senior analyst with experience in coaching and developing technical pricing skills? As New Zealand's only transmission...


  • Wellington City, New Zealand Transpower Full time

    Provide pricing expertise and thought leadership - Actively develop team capability, providing training and mentoring. - Interpret & refine our pricing obligations, risks, opportunities, & incentives Are you an intellectually curious senior analyst with experience in coaching and developing technical pricing skills? As New Zealand's only transmission...

  • Pricing Specialist

    3 weeks ago


    Auckland City, New Zealand Kuehne+Nagel Full time

    This is an exciting role based in a tight knit team within our larger Sea Logistics department. - ** Your Role **:You will work closely with carriers, suppliers and our internal teams to ensure profitable growth and operational excellence. - ** Your Responsibilities**: - Work with shipping lines and internal teams to provide prices/rates to our customers...


  • Auckland City, New Zealand ANZ Banking Group Full time

    About the role Support the Product team across the Pacific region, supporting 8 countries Join an agile environment and collaborate with key stakeholders to drive change Bring your passion for customers and products to enhance the performance of our Pacific portfolio **Role Location**: Auckland or Wellington **Role Type**: Permanent, Full time What...


  • Auckland City, New Zealand ANZ Banking Group Full time

    **Date**: 30-Mar-2023 **Location**: Auckland, Wellington or Pacifi, NZ **Company**: ANZ Banking Group Limited About the role At ANZ our purpose is to shape a world where people and communities thrive, and this statement couldn’t be more true in our Pacific division, where we support 8 countries with diverse cultures and banking needs. If you have a...

  • Pricing Analyst

    1 week ago


    Auckland City, New Zealand IAG New Zealand Full time

    Create impact as a** Pricing Analyst.** Join the largest general insurance group in Aotearoa New Zealand and Australia. **Mō te Tūranga | About the Role** As our new Pricing Analyst, you'll implement pricing strategies for brands and portfolios, ensuring they meet business goals and customer needs. You'll handle pricing tasks, conduct rate reviews, and...


  • Auckland, New Zealand Insurance Australia Group Full time

    Make a difference as **a Senior Pricing Analyst** **Mō te Tūranga | About the Role** In your role as a senior pricing analyst, you’ll aim to implement pricing and analytical strategies across IAG NZ's brands, supporting key stakeholders in achieving strategic objectives. Your key responsibilities include timely completion of pricing tasks and rate...


  • Auckland City, New Zealand Suncorp Group Full time

    Are you looking for a new challenge and opportunity to lead our Consumer Portfolio teams to the next level? This role gives you the chance to do that every day, while also helping New Zealanders to “build futures and protect what matters”. Behind every customer success story - and the team that made it happen - is strong and authentic leadership. So, if...


  • Wellington City, New Zealand New Zealand Government Full time

    Mō te tūnga | About the role This is one of five roles advertised for the Portfolio Management Office. A fantastic opportunity to help re-shape the team, contributing to our interesting, vibrant and high performing team culture. A key member of the Portfolio Management Office, the Portfolio Planning and Scheduling Specialist works alongside the other...


  • Auckland City, New Zealand Xero Full time

    Xero is a beautiful, easy-to-use platform that helps small businesses and their accounting and bookkeeping advisors grow and thrive. At Xero, our purpose is to make life better for people in small business, their advisors, and communities around the world. This purpose sits at the centre of everything we do. We support our people to do the best work of...


  • Auckland City, New Zealand Kuehne+Nagel Full time

    Our Sea Logistics Pricing Team is growing and we are looking for individuals to join the team! ** Your Role **:This is an exciting role based in a tight knit team within our larger Sea Logistics department. You will work closely with carriers, suppliers and our internal teams to ensure profitable growth and operational excellence. ** Your...

  • Payments Specialist

    4 weeks ago


    Auckland City, New Zealand NZ Post Full time

    Kōrero mō te tūranga - About the role In this role, you will be responsible for a broad range of activities associated to the Commercial Pricing & Payments team. The team is responsible for monthly payments to retail agents for services they provide, the pricing of consumer parcels and the pricing of Payment Services' charges. This is not your average,...