Client Operations Specialist

Join a global company and world leader in Financial Services where we put the member at the center of everything we do. An exciting opportunity has become available for **Client** **Operations Specialist **to join **Marsh - Auckland office**.

**Position Summary**:
Provide support to Client Facing Brokers in all aspects of administration and technical support (In addition to Specialist I tasks, includes processing of Certificate/Auto ID’s for complex accounts, mentoring new hires, supporting process improvement projects and as needed support additional teams if volume demand exist which requires additional expertise and knowledge of multiple practices, clients and policies) through the accurate, efficient and timely production of all policy and related documentation, including sending closing documentation to appropriate parties.

**What is in it for you?**
- Professional environment where your career path is supported within our global organization.
- Great team with close knit, energetic and supportive colleagues.

**Responsibilities**:
**Administration** **and **Documentation;**

Ensure timely and accurate production/processing of:

- Invoices and related policy documentation.
- Quotation and placing slips.
- Premium and adjustment calculations.
- Claims histories.
- Up to date computer system records.
- Current and outstanding documentation follow ups.
- All other documentation (e.g.: tax filing and third-party forms).

Production/processing of complex and confidential documentation when required including:

- Invoices and related policy documentation.
- Quotation and placing slips.
- Premium and adjustment calculations.
- Information and documentation for Pre-Renewal and Broking meetings.
- Up to date computer system records.
- Current and outstanding documentation follow ups.
- All other documentation (e.g.: tax filings and third-party forms).

**Report** **Preparation;**

Ensure timely and accurate production/processing of:

- Draft policy wordings and endorsements for Senior Account Executive / Principal.
- Draft renewal reports and insurance manuals.
- Questionnaires to assess coverage needs.
- Up to date computer system records.
- Current and outstanding documentation follow ups.
- All other documentation (e.g.: tax filings and third-party forms).

**Technical Support;**
- Provide support to Operations team Executives on all documentation and report preparation.
- Ensures Operations Services Executives have working knowledge of systems and processes within the Service team as needed.
- Provide assistance to Operations Team Leaders by acting as a point of escalation as required.
- Identify opportunities for improvement within operational processes and work with colleagues and Operations Services Team Leaders to deliver improvements.

**Workflow Administration;**
- Contribute to the achievement of Operations team Service Level Agreements (SLA), Key Performance Indicators (KPI) and business objectives.
- Manage and prioritize own workload to meet individual SLA, KPI and Quality targets.
- Processing of complex transactions and resolution of escalated matters within SLA.
- Perform step up Team Leader duties on an ad-hoc basis to support Operations team.

**Customer Awareness;**
- Maintain a basic understanding of the core aspects of relevant Insurance and related legislation.
- Support Senior Account Executives/Principals with the development, implementation and management of risk management and insurance programs, which accurately address customer needs.
- Build and maintain strong working relationships with internal and external stakeholders.
- General servicing skills and etiquette.
- Maintain an awareness of the customer’s business and insurance needs, noting all briefing information provided by Senior Servicing and Broking Manager.

**Compliance;**
- Adhere strictly to the Company's Quality practices and other systems and procedures.
- Comply fully with the Company's Errors and Omissions avoidance policy.
- Comply with company policy for continuous professional development.
- Possess a thorough working knowledge of all aspects of the Insurance (Agents & Brokers) Act, Insurance Contracts Act, Fire Services Levy, Stamp Duties, Worker's Compensation and other relevant legislation.

**Qualification / Education**:

- College/university degree or equivalent work experience.

**Experience**:

- 2-3 years previous work experience with 1-2 years previous.
- Insurance or financial services experience preferred.

**Knowledge and skills (general and technical);**
- Ability to interface with colleagues at all levels within the organization.
- Clear and concise oral and written communication skills.
- Strong numerical skills.
- Excellent organization skills - able to prioritize work and meet deadlines.
- Excellent interpersonal skills - able to work within a team.
- Comfortable and experience working with technology (solutions).
- Proficient in Microsoft Office tools (or equivalent) - Outlook, Word and Exc