Account Manager

About Us:
Crombie Lockwood has been helping New Zealanders protect what's important for over 40 years. From our humble beginnings in Napier in 1978, we’ve proudly built up a network from Invercargill to Kaitaia. Today we are a team of around 850 people in 27 local offices. We place premiums in excess of $800 million on behalf of over 100,000 customers. In 2014 we joined Gallagher, the world’s fourth largest insurance broker. This international backing combined with our national resources enables us to negotiate the best benefits, conditions and premiums for our clients.

Overview:
**About us**:
Crombie Lockwood has been helping New Zealanders protect what's important for over 40 years.

From our small beginnings in Napier in 1978, we have proudly built up a network from Invercargill to Kaitaia. Today there is a team of around 800 people in more than 30 offices spread across the country.

We're one of the largest insurance broking companies in New Zealand, placing premiums in excess of $1 billion.

We take great pride on the professional quality of our advice and service that we deliver to our client base and the investment that we make into our people’s development through our tailored leadership development programs.

At Crombie Lockwood success doesn’t just happen, we make it happen. We’re always looking for new ways to do more and to be better, and that means hiring the best people

**About the role**:
Based at our
**Auckland Central branch in Beaumont Street**, we are looking for a
**mid-level Account Manager** to support the Employee Benefits Manager, Advisers and the National Manager Life & Health to enable them to deliver all Crombie Lockwood (CL) products and services to existing and new clients.
** **You will support the Employee Benefits advisers to develop and extend their client relationships directly and develop new business. The role supports us to achieve our aspiration and commitment to our clients by ensuring all the team is provided with adequate technical support and administrative assistance as necessary.

**Responsibilities**:

- Provide administrative support in policy processing so that all client requirements are met
- Manage time and workload efficiently to ensure appropriate support is available to the New Life team and that documentation is delivered consistently within the agreed time frames
- X Plan site administration and maintenance (New Life client database) including Loading and maintaining integrity of all client data in X Plan, manage user access, maintain templates as instructed
- Create and maintain all client profiles
- Manage data migration for business acquisitions and mergers
- Managing Employee Benefits scheme’s annual review process and preparing annual
- Produce reports to established deadlines.
- Research needs analysis and provide recommendations prior to renewals, ensuring that the annual renewal is processed on time and all client requirements are met at an acceptable level.

**To be successful in this role you will have**:

- Previous experience in office administration and data processing, preferably in the insurance industry
- Previous experience of insurance document and record management using a CRM tool, ideally with ‘X Plan’
- Highly organised and efficient with a strong attention to detail and a ‘can-do’ attitude
- Competent/advanced user of Microsoft Office (including Excel)
- Team player who possesses excellent interpersonal and communication skills.

**Benefits**:

- Comprehensive reward and recognition program
- Life benefit (T&Cs apply)
- Discounted personal insurance
- Yearly wellness contribution
- Yearly flu vaccinations
- We support you to develop your skills with excellent learning and development opportunities within a friendly team environment.

At Crombie Lockwood success doesn’t just happen, we make it happen. We’re always looking for new ways to do more and to be better, and that means hiring the best people, and wouldn’t it be great to have Crombie Lockwood on your CV?

**How to apply**: