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Client Onboarding Expert

1 week ago

Auckland, Auckland, New Zealand Chubb Full time

About Us

Chubb Life NZ is committed to providing high-quality insurance products and services that help protect New Zealanders. We're passionate about helping advisers so they can provide the best service and outcome for our customers. As a Distribution Operations Specialist, you'll play a vital role in supporting our advisers and driving business growth.

Responsibilities:

  • Maintain and update adviser information in Chubb Life systems, ensuring accuracy and integrity.
  • Develop and implement strategies to improve adviser onboarding processes, reducing time-to-market and enhancing overall efficiency.
  • Collaborate with internal stakeholders to resolve issues and optimize adviser experiences.
  • Analyze and report on adviser performance metrics, identifying areas for improvement and recommending solutions.

Skills and Qualifications

We're looking for individuals with:

  • Proven experience in adviser management, with a focus on process improvement and optimization.
  • Strong analytical and problem-solving skills, with the ability to identify and address complex issues.
  • Excellent communication and interpersonal skills, with the ability to build strong relationships with internal and external stakeholders.
  • Proficiency in Excel, with the ability to analyze and present data effectively.
  • A keen eye for detail, ensuring accuracy and quality in every task.