Life & Health Associate Adviser - Client Impact & Growth

Gallagher; New Zealand; On-site; Confidential; Full time

Job summary

Gallagher is seeking 3 Associate Advisers for Life & Health teams in Queenstown, Hamilton and Napier, starting January 2027. You will deliver expert basic financial advice, support policy administration, claims handling, and client retention efforts to ensure an exceptional client experience.

Build relationships, handle enquiries, and contribute to portfolio growth with compliant recommendations. As entry-level advisers, you will collaborate with insurers, advisers, and the broader team,

Qualifications

• 1+ year in Adviser Support or customer service in insurance.
• Knowledge of NZ insurance products and regulations.
• Working towards NZQA Level 5 Financial Services Certificate.

Responsibilities

• Deliver adviser support, handle client inquiries, and assist with policy administration.
• Assist advisers with new business, underwriting, and policy lifecycle tasks.
• Maintain Gallagher CRM records and generate reports on leads, renewals, arrears, and claims.
• Support training of new team members and ensure compliance with standards.

Skills

Client service

Communication

Problem solving

Attention to detail

Education

NZQA Level 5 Financial Services Certificate

Tools

CRM systems

Quoting tools

Job description

Gallagher is seeking 3 Associate Advisers for Life & Health teams in Queenstown, Hamilton and Napier, starting January 2027. You will deliver expert basic financial advice, support policy administration, claims handling, and client retention efforts to ensure an exceptional client experience.

Build relationships, handle enquiries, and contribute to portfolio growth with compliant recommendations. As entry-level advisers, you will collaborate with insurers, advisers, and the broader team,