Senior Insurance Advisor – Fire & General

Financial Independence Limited; Tauranga; On-site; NZD 70,000 - 90,000; Full time

Benefits offered by this job

Competitive salary package

Medical insurance

One WFH day per week

Professional development and training

Modern Tauranga CBD offices

Job summary

Financial Independence is a leading insurance advisory firm based in Tauranga CBD. We are seeking an experienced insurance professional to join our Durham Street office in a permanent full-time position.

The role blends broker support, client service, insurance administration and claims assistance, working with Commercial Brokers on domestic and commercial insurance. You will manage renewals, policy changes and new business while helping clients navigate claims with advocacy and care.

Qualifications

• Experience in the insurance industry, domestic and/or commercial insurance.
• Strong understanding of insurance products, policy administration and client servicing.
• Excellent communication and relationship-building skills.
• Ability to manage competing priorities while maintaining accuracy.
• Experience working with CRM, broking and document management systems.
• Strong organisational and problem-solving skills.
• Proactive approach to supporting multiple team members.
• Claims experience would be advantageous but not essential.

Responsibilities

• Provide administrative and client support to Commercial Brokers.
• Manage domestic insurance enquiries, renewals, policy alterations and new business.
• Build strong relationships with clients and deliver exceptional customer service.
• Liaise with insurers to obtain quotations, process changes and achieve favourable outcomes.
• Assist clients with claims enquiries and claims management when required.
• Maintain accurate records, documentation and compliance standards.
• Process policy transactions efficiently across broking systems.
• Respond promptly and professionally to client and insurer enquiries.
• Contribute to continuous improvement initiatives and team success.

Skills

Insurance industry experience

Insurance products knowledge

Communication skills

Relationship building

Prioritization

CRM experience

Broking systems

Documentation management systems

Organisational skills

Problem solving

Proactive mindset

Claims experience (advantageous)

NZ Certificate in Financial Services (

Education

New Zealand Certificate in Financial Services (Level 5)

Tools

CRM

Broking systems

Job description

Financial Independence is a leading insurance advisory firm based in Tauranga CBD. We are seeking an experienced insurance professional to join our Durham Street office in a permanent full-time position.

The role blends broker support, client service, insurance administration and claims assistance, working with Commercial Brokers on domestic and commercial insurance. You will manage renewals, policy changes and new business while helping clients navigate claims with advocacy and care.