Support Role in Insurance Industry
7 days ago
About the Role:
This is a mid-senior level full-time position in our insurance team. We are looking for someone who can provide support to our brokers and ensure seamless quality service to our clients. The successful candidate will have a minimum of 3 years experience in NZ Insurance and be proficient in MS Office applications.
Key Responsibilities:
- Provide administrative support to aligned brokers, ensuring accuracy of information provided.
- Process policy changes such as new business, renewals, cancellations, etc.
- Manage monthly statements according to Credit Control procedures.
- Assist brokers to manage renewals in accordance with Renewal process procedures.
- Evaluate cancellation notices and ensure all client policies are updated accordingly.
- Familiarize yourself with the broker's client base and connections, promoting yourself as the key contact in their absence.
- Manage own and broker's incoming and outgoing post.
- Have an overview of client claims, providing support and assistance when necessary to ensure claim progression.
- Contribute to the smooth running of the office by answering phones, assisting with administrative/reception tasks, and helping other staff as required.
- Adhere to Company standards, processes, procedures, and policies.
- Comply with IBANZ Code of Conduct and Financial Service Provider obligations.
What We're Looking For:
- Proven experience in NZ Insurance
- Strong understanding of insurance and related products.
- Excellent communication and organizational skills.
- Ability to work independently and as part of a team.
- Proficient in MS Office applications (Outlook, Word, Excel, PowerPoint).
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