Broker Associate

Gallagher; Dunedin; On-site; NZD 55,000 - 70,000; Full time

Job summary

A global insurance brokerage is seeking an Administrative Broker Associate to provide vital support to brokers and assist clients in Dunedin. Candidates should possess excellent communication skills, organizational abilities, and attention to detail. Previous experience in administration or customer service is preferred. Full training will be provided, making this role ideal for those looking to grow in the industry.

Qualifications

• Experience in an administrative or customer service role.
• Ability to adapt quickly in a fast-paced environment.
• Previous insurance experience is an advantage.

Responsibilities

• Resolve client queries related to accounts and policies.
• Assist the broker with necessary administration.
• Prepare and dispatch renewal letters.

Skills

Attention to detail

Communication skills

Customer service

Organizational skills

Microsoft Office proficiency

Education

Certificate in Financial Services (NZQA Level 5)

Job description

Introduction

Indulge your passion for problem-solving and address risk head-on at Gallagher's global brokerage team. Join a family of diverse minds, united by a relentless pursuit of excellence. As part of our team, you'll be the architect of protection, safeguarding businesses and empowering their ambitions. Together, we'll build a legacy of trust and triumph in the dynamic world of risk management.

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.

Overview

About us:
At Gallagher, we’ve been helping to protect what’s important to people and businesses for more than 95 years. Gallagher is the world’s third largest insurance brokerage and risk management company, with a global network of brokers in over 130 countries.

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:
Ready to take the first step towards a thriving career in the insurance industry? We are currently looking for an administrative superstar to join our team as a Broker Associate to join our team based in Dunedin. Your exceptional attention to detail will be crucial in providing administrative support to our brokers and assisting clients with their account, coverage, and policy inquiries. Additionally, excellent communication skills are essential, as you will be interacting with various stakeholders, both internally and externally. You will need to be confident, proactive, adaptable, and resilient. These traits will enable you to navigate and thrive in a fast-paced environment. Your ability to think on your feet and make quick, informed decisions will be crucial in this role. We value enthusiasm and a passion for learning, although previous insurance experience would be an advantage, it is not required as we will provide full training and support to ensure your success in the role.

How You\'ll Make An Impact

• 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 (including declarations, rating charts/underwriter placing’s) 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 experience in an administrative or customer service role
• Previous insurance experience will be an added 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
• A Certificate in Financial Services (NZQA Level 5) is required for this role. If not already held, Gallagher offers a study support program to help obtain the NZQA Level 5 qualification in Financial Services.

How to apply

We know you’ll really enjoy being part of our professional, close-knit team. As part of the US based Gallagher group of companies, we have scale and multi-national reach with a kiwi feel. If this sounds like you, then click the “apply” button above, or for more information contact our friendly recruitment team via email at [e-mail]

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 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. 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.