Insurance Specialist

3 weeks ago


Auckland City, New Zealand AIA Full time

AIA New Zealand is a leading life insurer with almost 40 years’ experience in the New Zealand market and is part of the AIA Group, the largest independent publicly listed pan-Asian life insurance group. With a unique customer value proposition focused on life, health and wellbeing, AIA New Zealand’s purpose is to make a difference in people’s lives.

The opportunity:
We are seeking an Insurance Specialist to provide exceptional financial advice and service to our customers. Ensuring that the customers’ needs are the core focus of all interactions and that any advice given is appropriate and fits within the AIA NZ nominated representative framework.

This is a salaried role and is a great stepping-stone for someone looking to become a Financial Adviser.

Key responsibilities include:
- Managing inbound and outbound phone calls from/to AIA NZ customers and assisting them regarding their insurance needs- Understanding and complying with all regulatory requirements- Completing all required training, development, education requirements, and product accreditations on an ongoing basis- Managing customer needs and contacting them within agreed service levels- Building networks and relationships across Partnership Insurance and Customer teams- Ensuring all advice interactions, customer documentation and notes are captured correctly- Contributing to a high performing team through participation and a commitment to professional development- Ensuring that customers have a positive experience.

We're looking for someone who has:
- Exceptional written and oral communication skills and enjoys talking to people everyday- Proven experience in superior relationship management, developing deep connections with internal and external stakeholders at all levels- The ability to demonstrate value through phone-based relationships- A New Zealand Certificate in Financial Services (NZCFS Level 5 Version 2) to demonstrate technical proficiency in the field- A resilient mindset and a care-driven approach to customer management- A passion for helping New Zealanders protect what matters most.

We will provide comprehensive training to complement the skills you bring. Our solid reputation, coupled with a modern approach presents a unique opportunity for you. Now is the perfect time to join us as we embark on an ambitious growth strategy.

Why choose AIA:
At AIA, we’ve made a promise to help people live healthier, longer, better lives. And it starts with our own people, providing you with:
- Investment in training and development to build on your current skills- Career development through internal mobility opportunities- Meaning work, for a business helping make positive health and wellbeing changes to the lives of New Zealanders- Access additional leave days to recharge and refresh yourself- Wonderful Health and Wellbeing initiatives that support you- Supportive and inclusive managers- Flexible working arrangements.

What’s next?

Recruitment Agencies: Our Talent team does not require any recruitment agency support.


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