Associate Adviser - Life & Health

Gallagher; Hamilton; On-site; Confidential; Full time

Job summary

Gallagher in New Zealand seeks 3 Associate Advisers to join Life & Health teams in Queenstown, Hamilton and Napier in January 2027. You will deliver expert advice on Life & Health products, ensuring clients have appropriate coverage and assisting with claims and policy adjustments.

You will contribute to client retention and overall service quality. As an entry-level adviser, you will handle enquiries, prepare reports, manage claims and arrears, and support advisers with new business,

Qualifications

• 1+ year experience in Adviser Support or customer service in insurance or financial sector.
• Knowledge of NZ insurance products, services and regulations.
• Ability to build long-term client relationships and assess client needs.

Responsibilities

• Provide comprehensive client support and basic financial guidance.
• Handle policy enquiries, claims, amendments, and cancellations promptly.
• Maintain accurate client records in Gallagher CRM and coordinate with insurers.

Skills

Customer service

Insurance knowledge

Adviser support

Education

NZQA Level 5 Certificate in Financial Services

Tools

CRM systems

Quoting tools

Policy application tools

Job description

Introduction

At Gallagher, we help clients face risk with confidence because we believe that when businesses are protected, they’re free to grow, lead, and innovate. You’ll be backed by our digital ecosystem: a client‑centric suite of consulting tools making it easier for you to meet your clients where they want to be met. Advanced data and analytics providing a comprehensive overview of the risk landscape is at your fingertips. Here, you’re not just improving clients' risk profiles, you’re building trust. You’ll find a culture grounded in teamwork, guided by integrity, and fueled by a shared commitment to do the right thing. We value curiosity, celebrate new ideas, and empower you to take ownership of your career while making a meaningful impact for the businesses we serve. If you’re ready to bring your unique perspective to a place where your work truly matters; think of Gallagher.

Overview

Looking for a new challenge? Are you an Adviser Support looking for the next step? This role is for you!

We are looking for 3x Associate Advisers to join our Life & Health teams in Queenstown, Hamilton and Napier in January 2027. You will play a key role in delivering expert advice and support to Gallagher clients on Life & Health insurance products. Acting as a trusted entry‑level adviser, you will ensure clients have the appropriate coverage, provide recommendations on policy adjustments, assist with claims, and contribute to client retention efforts to deliver an exceptional client experience. With a focus on achieving the best outcomes for our clients, you will handle enquiries, produce reports, manage claims and arrears, and support advisers with new business, underwriting, and policy lifecycle management.

How You'll Make An Impact

• Deliver comprehensive client support, including basic financial advice.
• Address policy-related enquiries, claims, amendments, and cancellations promptly and professionally.
• Build strong client relationships and provide a high-quality customer experience.
• Assess client needs and offer tailored product advice in compliance with legislation.
• Lodge and manage medical and risk claims efficiently, ensuring timely settlements.
• Administer claims and maintain communication between clients, insurers, and advisers.
• Assist advisers with new business applications, compliance documentation, and client portfolio growth.
• Manage policy administration tasks, including applications, direct debits, cover changes, and cancellations.
• Generate reports on leads, renewals, arrears, credit control, and claims.
• Process documentation for amendments, cancellations, invoices, and statements.
• Ensure adviser documents comply with legislative and company standards.
• Participate in training and maintain CPD points to meet FSLAA requirements.
• Collaborate with insurers on quotes, policy changes, payments, cancellations, claims, and underwriting follow-ups.
• Maintain accurate client records and policy documentation in Gallagher's CRM system.
• Support the broader team and Operations Manager with administrative tasks.
• Mentor and train new team members.

Skills and Experience

• Experience: Preferred 1+ years in an Adviser Support role preferred, along with at least 1 year of customer service experience in insurance or a financial-related field, advising on products and assessing benefits/risks of options.
• Knowledge: Strong understanding of complex client needs, insurance products, services, and New Zealand regulations.
• Relationship Building: Proven ability to establish and maintain long-term client relationships.
• Technical Skills: Familiarity with CRM systems, databases, telephony, and quoting/application tools.
• Attention to Detail: Exceptional accuracy and detail-oriented approach.
• Analytical Skills: Ability to process information quickly and effectively to deliver optimal solutions for clients.
• Qualifications: Holds or is actively working towards a Certificate in Financial Services (NZQA Level 5)

Why Join us?

At Gallagher, we make success happen. We believe in the power of teamwork and are dedicated to making a difference for our clients, colleagues, and communities. Our shared values, known as The Gallagher Way, are at the heart of our culture and guide everything we do. We are committed to helping our clients financially survive any insurable event. As part of our team, you’ll have the opportunity to make a meaningful impact, grow your career, and work in a supportive and collaborative environment.

Compensation And Benefits

We value inclusion and diversity

Inclusion and diversity (I&D) is a core part of our business, and it’s embedded into the fabric of our organization. For more than 95 years, Gallagher has led with a commitment to sustainability and to support the communities where we live and work.

Gallagher embraces our employees’ diverse identities, experiences and talents, allowing us to better serve our clients and communities. We see inclusion as a conscious commitment and diversity as a vital strength. By embracing diversity in all its forms, we live out The Gallagher Way to its fullest.

We know you’ll really enjoy being part of our professional, close-knit team. As part of the Global Gallagher group of companies, we have scale and multi-national reach with a Kiwi feel. Gallagher believes that all persons are entitled to equal employment opportunity and prohibits any form of discrimination by its managers, employees, vendors or customers based on race, color, religion, creed, gender (including pregnancy status), sexual orientation, gender identity (which includes transgender and other gender non‑conforming individuals), gender expression, hair expression, marital status, parental status, age, national origin, ancestry, disability, medical condition, genetic information, veteran or military status, citizenship status, or any other characteristic protected (herein referred to as “protected characteristics”) by applicable federal, state, or local laws.

Equal employment opportunity will be extended in all aspects of the employer-employee relationship, including, but not limited to, recruitment, hiring, training, promotion, transfer, demotion, compensation, benefits, layoff, and termination. In addition, Gallagher will make reasonable accommodations to known physical or mental limitations of an otherwise qualified person with a disability, unless the accommodation would impose an undue hardship on the operation of our business.