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Brokerage Assistance Specialist
1 week ago
Welcome to Intogreat Solutions, a leader in offshore professional staffing for small to medium-sized businesses. Our team provides expert services across various industries, focusing on Insurance, Home Loans, Financial Planning, Contact Centers, Banking, and Accounting.
As a critical component of our operations, we are seeking an experienced individual to support our brokers and ensure seamless service delivery in their absence.
About the Job:This exciting opportunity involves working closely with our brokers to provide top-notch client support, manage policy changes, and maintain the Monthly Statement process.
- Collaborate with brokers to deliver excellent client service and support.
- Efficiently process policy changes, including new business, renewals, and cancellations.
- Manage the Monthly Statement process according to established procedures.
- Support the broker in managing renewals and ensuring timely completion.
- Handle cancellation notices promptly to avoid any client policy lapses.
- Familiarize yourself with the broker's client base and connections, offering alternative contact in their absence.
- Oversee both your and the broker's postal communications.
- Maintain a comprehensive understanding of client claims, providing support and assistance as needed.
- Contribute to a productive office environment by answering phones, assisting with administrative tasks, and supporting colleagues as required.
- Adhere to Company standards, processes, procedures, and policies.
- Comply with IBANZ Code of Conduct and Financial Service Provider regulations.
We're looking for someone with a strong background in NZ Insurance, preferably with ANZIIF or IBANZ certifications. The ideal candidate will possess excellent communication skills, a keen understanding of insurance and related products, and proficiency in MS Office applications.