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Broker Support
1 week ago
Both Domestic & Commercial insurance experience welcomed
- Sign on bonus for level 5 Cert. Great salary & Incentive plan
- Work close to home. Great environment. Career progression. THIS ONE IS A WINNER
**Rewards**:
- No more crossing that bridge - work close to home.
- Sign on bonus for level 5 Cert in Financial Services.
- Great salary & Incentive plan
- Free Life & TPD, Discounted general insurance.
- Work in office, with some work from home flexibility
- Genuine career progression opportunities (to Broking role)
- Really amazing team of genuine people.
Based in Albany, my client has over 20 years’ experience in providing advice, recommendations, and solutions, via risk management and insurance broking services, to both individuals and businesses throughout New Zealand.
They are a small, but effective firm, renowned for their client service and advice focus, with strong values and an enthusiastic team, which supports a very successful and positive company morale.
On their behalf we are seeking the services of an experienced BROKER SUPPORT person, who will play a key role in assisting the Broker team, in all aspects of managing their client portfolios. This role has a high client service standard, including acting as a second point of contact for clients, when Brokers are unavailable.
**What we are looking for**:
We wish to attract a motivated and experienced Broker Support, who ideally has experience across both Commercial and Personal Lines insurance. This is a Commercial Broker support role, but welcome those with strong Domestic experience to also apply.
This is a great opportunity if you are seeking career growth, as this company will invest in your training and development.
- If you are keen to grow into a Broking role, there will be opportunities to do this, for the right person._
**Key Accountabilities**:
**Policy Management**
- Timely processing of insurance placements and finalising supporting documentation.
- Self-managed renewal processing in line with commercial and domestic renewal processes.
- Assisting with new business placement and generation of welcome postal packs.
- Processing of endorsements and amendments in line with Broker advice.
- Drafting Statements of Advice in collaboration with Brokers
- Reporting on client portfolios, insured and uninsured risks in support of the Broking team.
Processing underwriting requests including negotiation with underwriters and development of placement recommendation.
- Regular reporting of placement, win/loss, and line history
**Client Service**
- Acting as a second point of contact to clients and providing timely and responsive service
- Assisting with certificates, additions/deletions, and minor policy changes.
- Engaging with the Broker team in support of good client outcomes.
- Building rapport and relationships in association with the Broker team, for the varying customer segments.
**About You**:
- 2-4 years General Insurance Experience (Domestic and Commercial insurance exp/ knowledge)
- Level 5 Certificate in Financial Services, or to be completed within 12 months.
- Strong administrative skills. MS Office Suite skills,
- Quick and accurate processing skills. Detail focused.
- Clear communication style. Strong client servicing skills.
- Well organized. A good coordinator and facilitator
- Manage own workload effectively.
- Career minded. Wanting to learn and grow professionally.
**How to Apply**:
BrkSup - LB - March 2024
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