Senior Market Analyst – Solar & Energy Storage

Department-Of-Internal-Affairs-Nz; Auckland; On-site; NZD 61,000 - 79,000; Full time

Job summary

ICIB Brokerweb in Auckland is hiring two Financial Advisers for Life & Health to join our Auckland team. You will assess clients’ insurance needs, compare products, prepare submissions and negotiate terms with insurers, while helping clients maintain appropriate coverage and manage claims.

The role requires NZ Certificate in Financial Services Level 5 (Life & Health) or at least three years of relevant experience, with emphasis on clear communication and strong client relations, especially with

Qualifications

• NZ Certificate in Financial Services Level 5 (Life & Health) required or
• Three years of relevant experience minimum
• Experience in life and health insurance advisory is preferred

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.

Skills

Attention to details

Communication and teamwork

Education

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

3+ years experience

Job description

ICIB Brokerweb in Auckland is hiring two Financial Advisers for Life & Health to join our Auckland team. You will assess clients’ insurance needs, compare products, prepare submissions and negotiate terms with insurers, while helping clients maintain appropriate coverage and manage claims.

The role requires NZ Certificate in Financial Services Level 5 (Life & Health) or at least three years of relevant experience, with emphasis on clear communication and strong client relations, especially with