Reporting Analyst

Victoria University Of Wellington; Auckland; On-site; NZD 49,000 - 69,000; Full time

Job summary

Sunnytech Solar in Auckland is seeking a Financial Adviser - Life & Health to join our team. You will assess clients’ insurance needs, prepare submissions and quotations, and negotiate policy terms with insurers.

This role focuses on building relationships with clients, including Asian-speaking business clients, and maintaining accurate policy records. NZ Certificate in Financial Services Level 5 (Life & Health) or 3+ years' experience are required.

Qualifications

• NZ Certificate in Financial Services Level 5 (Life & Health) or 3+ years of experience.
• Strong attention to detail and accuracy.
• Good communication and teamwork skills.

Responsibilities

• Assess clients’ insurance needs and risk exposures.
• Prepare and negotiate insurance submissions and quotations.
• Arrange, manage and renew policies with insurers.
• Explain policy terms clearly to clients.
• Maintain accurate policy and claims records.
• Build relationships with clients, including Asian-speaking business clients.

Skills

Attention to details

Communication

Teamwork

Education

NZ Certificate in Financial Services Level 5 (Life & Health strand)

Job description

Showing 2 Reporting Analyst jobs in Auckland

Financial Adviser-Life & Health

Auckland City ICIB Brokerweb

Job Description

ICIB Brokerweb is a privately run NZ brokerage business. We have been operating since 1975 and have over 190 team members operating from officesacross New Zealand.

We are now looking for two Financial Advisers - Life & Health to join our Auckland team.

Job Details:
Job Title: Financial Adviser - Life&Health
Location: Auckland, New Zealand
Type: Full Time Permanent
Vacancies: 2
Hours: 32 hours per week
Hourly wage: $34.00-$44.00/hour based on your skills and experiences

Key Responsibilities:

• Assess clients’ insurance needs, business activities and risk exposures, and provide appropriate insurance advice.
• Compare and recommend suitable insurance products and coverage based on clients’ requirements.
• Prepare insurance submissions and quotations and negotiate policy terms, premiums and coverage with insurers.
• Arrange, manage and renew insurance policies, ensuring clients maintain appropriate and continuous cover.
• Explain policy terms, conditions, exclusions, risks and coverage to clients in a clear and professional manner.
• Assist clients with insurance claims and liaise with insurers and underwriters on their behalf.
• Review clients’ insurance arrangements and identify changes in their business or risk profile requiring updated cover.
• Build and maintain strong relationships with clients, particularly Asian and Chinese-speaking business clients.
• Maintain accurate policy, client and claims records and comply with applicable insurance and financial services requirements.

Requirements:

You must hold NZ Certificate in Financial Services Level 5 (Life & Health strand)

or

At least three years of relevant experience

Skills & Knowledge Preferred
Attention to details
Communication and teamwork skills

Primary address of work: Auckland
Vacancy number: 1
Employment type: Permanent full time
Minimum hours per week: 30 Hours
Maximum hours per week: 40 Hours
Minimum hourly rate (low salary range): 40
Maximum hourly rate (high salary range): 45
Pay frequent: Monthly

Company Overview

NZ Supa Trading Ltd Trading name is Sunnytech Solar is an Auckland-based supplier and manufacturer of LiFePO4 lithium batteries, solar panels, RV solar kits, house solar kits and off- grid power solutions for residential, recreational, marine and commercial customers across NewZealand. Founded in 2008, the company designs and locally builds 12V, 24V, 36V and 48V lithium battery systems (from 50Ah to 600Ah) featuring active-balancing BMS protection and8,000+ cycle life, and also offers custom battery specifications on request. With over 15 years ofindustry experience, Sunnytech Solar works directly with end-users as well as retailers,distributors, installers and business partners nationwide, backed by a professional local supportteam. As New Zealand’s clean-energy market develops, the company is looking beyond itscurrent product range into closely related sectors — portable power stations, residential andcommercial battery energy storage, electric vehicles, EV chargers and charging-stationinfrastructure — and is investing in the research capability needed to decide which of these opportunities to pursue, in what order, and on what commercial model.

Job Summary

Sunnytech Solar is seeking a Business Analyst to act as the company’s in-house industry researcher and commercial analyst. This is primarily a research and advisory role. The successfulcandidate will study the New Zealand and international markets for solar generation, lithiumbattery storage, portable power stations, electric vehicles, EV chargers and charging-stationinfrastructure, and translate that research into clear industry and business insight themanagement team can act on. Working alongside the directors and the sales, technical andoperations teams, the Business Analyst will size and test new market opportunities, model thecommercial case for entering them, assess what the business would need to change internallyto support them, and present recommendations that shape how Sunnytech Solar expands itsproduct range, supply arrangements and business model over the next three to five years.

Key Responsibilities

• Research and analyse the New Zealand and overseas markets for solar generation, lithium and LiFePO4 battery storage, portable power stations, electric vehicles, EV chargers and charging-station infrastructure — covering market size, demand drivers, pricing, technology direction, and the regulatory and standards environment affecting each sector
• Track competitors, manufacturers, suppliers and distribution channels across these sectors — product ranges, pricing structures, warranty and service models, dealer and installer networks — and benchmark Sunnytech Solar’s position against them
• Build and maintain an evidence base drawn from industry and government data, trade andimport statistics, supplier information, published research and the company’s own sales, quotation and inventory records, and turn it into analysis management can act on
• Evaluate potential new business models and revenue streams — such as EV charger supplyand installation, charging-station ownership or partnership, portable power station retail,commercial battery energy storage, wholesale and dealer network expansion, and after-sales service or leasing arrangements — and set out the commercial logic, capital requirement and risk profile of each
• Prepare written feasibility studies and business cases for the management team, including volume, pricing, margin, break-even and payback modelling, entry options, and a recommended sequence and timeline for expansion
• Assess the supply side of any proposed new product category — manufacturer and OEM options, landed cost, minimum order quantities and lead times, certification and compliance requirements under New Zealand electrical safety and product standards, and warranty and service exposure
• Gather market intelligence directly from customers, installers, retailers, distributors and industry contacts, and through trade events and industry forums, to test demand assumptions before capital is committed
• Analyse the company’s current sales-to-delivery workflow, inventory control approach, customer enquiry and custom-build quotation process and internal reporting, and form a considered view on where existing systems would need to change to carry new product lines
• Work with the leadership team and department leads to develop practical solutions to theorganisational bottlenecks identified, and to set goals, plans and priorities for expansion that make efficient use of people, stock and warehouse capacity
• Put together written proposals recommending changes to procedures, adjustments to workflow and redrawing of role boundaries where new activities require them, and support the rollout of approved proposals by issuing revised work instructions, updating procedure manuals and drafting the supporting documentation staff rely on day-to-day
• Report to the management team on a regular cycle through written industry briefings and presentations, and monitor the performance of implemented decisions against forecast, flagging where commercial results or operating practice are drifting from what was agreed

Job Requirements

• A Bachelor’s degree or higher qualification in business analysis, economics, engineering, energy systems, electrical engineering, market research or a closely related discipline; OR
• At least 5 years’ relevant professional experience in industry research, market analysis, business analysis or commercial strategy work, preferably within the energy, electrical, renewable-energy, battery, automotive or related technology sectors.
• Demonstrated ability to carry out independent market and industry research — locating and interpreting industry data, sizing markets, assessing competitors, and drawingdefensible conclusions where information is incomplete.
• Strong quantitative and financial analysis skills, including building cost, margin, break-even and scenario models in Excel or comparable tools, and analysing operational, sales and technical data to identify trends and opportunities.
• Good working knowledge of the renewable-energy, battery-storage or electric-vehicle sector, including the commercial, technical, regulatory and supply-chain considerations relevant to solar, lithium battery, portable power, EV and EV charging products.
• Strong written and verbal communication skills in English, with the ability to prepare clear research reports, business cases, proposals and procedure manuals, and to presentfindings to both technical staff and non-technical management.
• Sound judgement and discretion in handling commercially sensitive information, and the ability to work independently and manage research projects with limited supervision.