Insurance Support Specialist - Commercial & Domestic NZ

Hooker & Heijden; Wellington; On-site; NZD 52,000 - 72,000; Full time

Benefits offered by this job

Health insurance

Staff benefits

Performance bonuses

Job summary

Zohorecruit in Wellington, New Zealand is seeking a diligent Insurance Support Officer to assist a broker with portfolio management and client query resolution across Domestic and Commercial cover.

You will process renewals, endorsements and cancellations, set up new policies, manage finance agreements, and support the senior broker to meet monthly targets while identifying cross-selling opportunities. Health benefits are provided.

Qualifications

• Level 5 National Qualification (or working towards).
• Insurance Industry experience.
• Strong understanding of Swift and its modules (versioning, finance, etc.).
• Good understanding of loading all policy types.
• Assist senior broker with administrative tasks and client service.

Responsibilities

• Resolve client queries on their commercial fire and general insurance.
• Investigate client accounts to ensure appropriate policies and set fees.
• Check domestic cover types and adjust as needed.
• Process renewals, endorsements and cancellations efficiently.
• Process renewals, new business, alterations and cancellations.
• Set up new policies and process finance agreements for monthly payments.
• Work with the commercial broker to achieve monthly targets.
• Cross-sell opportunities and maintain client communication.
• Provide reliable advice in the broker's absence.
• Review processes to optimise efficiencies.

Education

Level 5 National Qualification (or working towards)

Tools

Swift

Job description

Zohorecruit in Wellington, New Zealand is seeking a diligent Insurance Support Officer to assist a broker with portfolio management and client query resolution across Domestic and Commercial cover.

You will process renewals, endorsements and cancellations, set up new policies, manage finance agreements, and support the senior broker to meet monthly targets while identifying cross-selling opportunities. Health benefits are provided.