Personal Lines Broker

Hooker and Heijden - Insurance and Underwriting Recruitment; Ngaruawahia; On-site; NZD 55,000 - 85,000; Full time

Job summary

An award-winning broking house in New Zealand is seeking a Domestic Insurance Broker to manage a portfolio of clients and promote business growth. The role includes maintaining client relationships, providing quotations, and identifying sales opportunities, while developing your broking experience under the guidance of senior brokers.

Qualifications

• Experience in personal lines insurance is essential.
• Good communication and negotiation skills required.
• Knowledge of relevant regulations and legislation within insurance.

Responsibilities

• Manage a portfolio of personal lines clients.
• Provide quotations and process endorsements, renewals, and cancellations.
• Identify opportunities for cross-sell and/or up-sell of products.

Skills

Communication

Negotiation

Collaboration

Education

Professional insurance qualifications

Tools

Word

Excel

PowerPoint

Job description

Queenstown, New Zealand | Posted on 02/18/2025

Our client, an industry-recognised and award-winning broking house, is in growth mode and seeking a Domestic Insurance Broker to help manage a portfolio of existing clients and proactively undertake business activities to promote growth of the portfolio.

Duties in this role will include:

1. Maintenance of a portfolio of personal lines clients
2. Providing quotations for new and existing clients, processing endorsements, renewals, and cancellations
3. Proactively acting upon new business leads provided by the brokerage
4. Making outbound calls to clients prior to renewal to update sums insured and policy information
5. Identifying opportunities for cross-sell and/or up-sell of products to clients
6. Working collaboratively with team members

Requirements

• Experience in personal lines insurance is essential
• Prior experience undertaking all aspects of insurance broking, including responding to client requests, processing, documentation, and claims management
• Good communication and negotiation skills
• Willingness to take direction from senior staff
• Ability to work in a collaborative team environment
• Holding or working towards professional insurance qualifications
• Understanding of the insurance market
• Knowledge of relevant regulations and legislation within insurance practice
• Proficiency in IT and office products including Word, Excel, and PowerPoint
• High ethical standards

Develop your broking experience under the guidance of senior brokers.