Admin Assistant / Broker Associate

Gallagher AJG; Wellington; On-site; NZD 55,000 - 75,000; Full time

Job summary

Gallagher AJG in Wellington seeks a Broker Associate to join the FinPro team. You will provide essential administrative support to brokers, handling client account and policy queries and assisting with renewals and new business processes.

Training is provided; prior insurance experience is advantageous but not required, with study support available for NZQA Level 5 Financial Services qualification.

Qualifications

• The candidate should have a NZQA Level 5 Certificate in Financial Services or be in the process with study support available.
• Ability to build and maintain client and team relationships is essential.
• Strong organisational skills and attention to detail are required for this administrative role.

Responsibilities

• Resolve client account, cover, and policy queries and amendments.
• Assist the Broker with administration to ensure renewals and client needs are met.
• Process alterations, endorsements and set up new policies and finance agreements.
• Provide support to clients when the Broker is unavailable.
• Prepare renewal letters after consultation with the Broker.
• Assist with premium collection within required timeframes.
• Prepare underwriter submissions and client reports for new business.

Skills

Admin experience

Client relationships

Attention to detail

Adaptability

Microsoft Office

Insurance experience

Education

NZQA Level 5 Financial Services

Job description

Gallagher AJG – Wellington Central, North Island

Gallagher is one of the world’s largest insurance brokerage and risk management companies, with a global network of brokers in over 130 countries. In New Zealand, we are known as Gallagher Insurance. We advise on, and arrange business, rural, personal and life and health insurance on behalf of around 160,000 clients.

We make success happen. We are stronger as one team and together we continually strive to make a difference, whether it’s for our clients, our colleagues or our communities. Our shared values are core to our culture and are reflected in everything we do, as set out in The Gallagher Way.

About the role & You:

The Financial & Professional Risks (FinPro) team specialises in the provision of risk advisory services in relation to Professional Indemnity, Directors and Officers Liability and other complex liability insurance solutions, as well as claims handling and advocacy.

We are currently seeking a Broker Associate to join our FinPro team in Wellington. Your exceptional attention to detail and communication skills will be essential in providing administrative support to our brokers and assisting clients with their account, cover, and policy queries.

We value enthusiasm and a passion for learning, and while previous insurance experience is an advantage it is not a mandatory requirement as we will provide full training and support to ensure your success in the role.

Take the first step towards a successful future in the industry and seize this opportunity to learn, grow, and make a difference in the lives of our clients

As a Broker Associate, your main responsibilities will include:

• Resolve client queries (account and cover queries and policy amendments)
• Assist the Broker with administration to ensure client requirements are met and policies are renewed on time
• Process alterations, endorsements and set up new policies and finance agreements
• Provide support to the client when the Broker is unavailable
• Prepare and dispatch renewal letters after consultation with the Broker
• Assist the Broker with the collection of premiums within the required timeframe
• Prepare underwriter submissions and client reports for new business

Skills and Experience:

• Previous admin experience would be an advantage
• The ability to build and maintain enduring relationships with clients and team members
• Highly organised and efficient with a strong attention to detail
• Ability to adapt quickly in a fast-paced environment
• Competent/advanced user of Microsoft Office
• Previous Insurance experience will be an advantage.

A Certificate in Financial Services (NZQA Level 5) is required for this role, however, we understand that not all candidates may already possess this qualification. We are committed to supporting the professional development of our team members, and as such, for the right candidate, we offer a study support program where we will cover the costs and provide the necessary support for you to obtain your NZQA Level 5 qualification in Financial Services. So, if you have the drive and motivation to excel in this role but do not currently hold the required qualification, don't worry - we've got you covered.

We are committed to helping our people grow and succeed with us. By investing in learning and development at every level, we nurture the professional growth of our people at each step of their career path. We were recognised for our continuing commitment to our people with an ‘Employer of Choice’ award in 2023 HRD Awards New Zealand.

We believe that every candidate brings something special to the table, including you! So, even if you feel that you’re close but not an exact match, we encourage you to apply.

Please note only candidates who have the right to work in New Zealand will be considered.