Private Health

2 weeks ago

Auckland City, New Zealand Marsh Full time

**Private Health & Benefits Advisor**

Mercer Marsh Benefits (MMB) was born out of the unification of the world’s best human resources consultancy, the global leader in people risk advisory, and the number one disruptive benefits technology firm to form a unique employee benefit business. Together, we have shaped some of the world’s most loved employee benefit experiences for small companies, growing enterprises, and global firms.

**What can you expect?**

Due to a promotion, an opportunity exists within the Health and Benefits Team to service a portfolio of clients across Auckland. This unique opportunity will see you manage and grow a portfolio of retail health and benefits clients to deliver world-class advisory services. The opportunity is best suited to an individual who can identify and solve a client’s insurance needs, close the sale, work in partnership with underwriters to complete the policy and may not be particularly excited about prospecting.

**What is in it for you?**

Marsh strongly believes in “Feeling comfortable bringing your whole self to work is a fundamental right of every colleague “. We offer following benefits to our colleagues so they feel valued each day at work:

- Leading training and development program
- Professional environment where your career path really matters and is supported in our global organisation
- Great team environment with energetic and supportive colleagues
- Genuine work life balance and flexible working arrangements
- Vehicle allowance to get you from A to B in comfort

**We will count on you to**:

- Manage an existing client base, review covers and grow the book of business to ensure revenue and retention targets are met and exceeded
- Actively identify opportunities to add additional insurance for members of existing group schemes
- Develop mutually beneficial relationships with the Commercial Brokers
- Develop and maintain excellent internal and external stakeholder relationships to always preserve and protect company’s relationships
- Contribute towards the Company’s profit objectives through the effective management and attainment of revenue and expense budgets
- Lead, plan and implement clear and effective renewal and broking strategies, ensuring renewal performance meets required standards

**Day-to-day this might include**:

- Individual client interactions including calls, in-person presentations and meetings
- Providing high quality customer service, claims advocacy and advice
- Expertly managing account queries
- Developing a thorough understanding of client needs and the products and services we offer
- Regularly attending industry events and training
- May be some travel regionally

**What you need to have**:

- Relevant financial service qualifications at least to a RFA level and, or studying to achieve Level 5 qualifications
- Ability to recognise opportunities to generate new revenue
- Exceptional communication and negotiation skills
- Ability to work autonomously as well as a part of a team
- Proven sales and life insurance advisory experience in the personal insurance space is essential
- Possess a good working knowledge of all aspects of the Insurance and other relevant legislation and keep abreast of all new developments
- Role model leadership behaviours in respect of growth initiatives

**Are you Ready to Join?

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