Client Director Dash Corporate Banking Jobs in New Zealand

About the Business

At InsuredNZ, we're passionate about helping our clients secure their futures and achieve peace of mind. We believe in fostering a collaborative and supportive team environment, offering competitive compensation and comprehensive benefits to ensure our employees thrive both personally and professionally. We're a company that values its people and invests in their success! 🚀

About the Role

This Mid Level Broker Support role in our Auckland office is key to ensuring the smooth and efficient operation of our brokerage services. You'll be a vital link between our brokers and clients, providing exceptional support and contributing to a positive client experience. This hybrid role offers flexibility and a fantastic work-life balance.

The Role Will Involve

• Provide administrative support to brokers/advisors, including preparing and processing insurance applications, endorsements, renewals, and claims documentation.
• Assist in compiling and organizing client information, policies, and documentation for underwriting and claims processing.
• Respond promptly to inquiries from brokers, clients, and internal stakeholders, providing accurate information and resolving issues efficiently.
• Maintain accurate and up-to-date client and policy records in our systems, ensuring compliance with regulatory requirements.
• Coordinate with insurance carriers to obtain quotes, bind coverage, process policy changes, and assist with claims reporting and follow-up.
• Liaise with the claims department to facilitate the claims process, including reporting claims, gathering documentation, and following up on claim status.
• Perform general administrative tasks such as data entry, digital filing, and managing correspondence to support the brokerage's operations.
• Undertake additional duties as required to support the company’s objectives and client needs.

Skills, Qualifications, and Experience

• Candidate holds, or is studying towards New Zealand Certificate in Financial Services (Insurance) (Level 5).
• Previous experience in administration, insurance, or finance is preferred.
• Comfortable handling both inbound and outbound calls.
• Strong problem-solving skills and ability to work under pressure.
• Analytical, inquisitive, and proactive with the initiative.
• Excellent written and verbal communication skills.
• Customer-focused with the ability to build and maintain relationships with customers, business partners, and teammates.
• A demonstrated interest in a career in insurance.

Benefits and Perks
Competitive salary and benefits package. 💰
Hybrid work style offering a blend of office and remote work. 🏡🏢
Collaborative and supportive team environment. 🤝
Opportunities for professional development and growth. 📈

Further Information

To apply for this role, please swipe right. We look forward to hearing from you!