Client Relationship Manager, New Zealand

Client Relationship Manager Jobs in New Zealand

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Findex NZ

Adviser Assistant

  • Posted 1mo ago
  • Hybrid
  • Full Time
Location

Auckland

Job Description

Are you ready for an exciting new challenge? We’re on the lookout for a dedicated and driven Adviser Assistant to become a vital part of our Specialist Risk Insurance team.

In this pivotal role, you’ll be the key point of contact for our team of Specialist Risk Advisers, working with a diverse range of clients, providing compliance advice, and helping to create tailored insurance solutions. While there are no sales targets, your contributions will play a significant role in the overall success of our team.

If you’re passionate about client service, thrive in a collaborative environment, and want to make grow your career, this could be the perfect opportunity for you!

What will your typical week look like?

  • Support our team of Specialist Risk Advisers to produce risk strategies for their business clients
  • Undertake a needs analysis, Xplan research, alteration quotes and ensure overall file compliance
  • Collaborate and support our team of Specialist Risk Advisers to assist with strategic advice objectives
  • Maintain professional relationships with key internal and external stakeholders
  • Assist with new Business applications and claims processing
  • Group schemes and ad hoc administration as required


About the perks

  • A genuine opportunity for long-term career profession
  • Continuous learning and development initiatives
  • Dynamic, flexible work arrangements allowing you to work from home and the office
  • Employee benefits including; fully paid health insurance, parental and partner leave, Employee Assistance Program, wellbeing benefits and monthly staff social events


Let’s talk about you!

  • Proven experience in providing risk strategies with knowledge of the New Zealand Risk Insurance market
  • Adept at managing a large WIP and competing priorities
  • Experience with Xplan would be advantageous
  • Self-driven person who can work autonomously
  • A collaborative team player
  • Strong commercial acumen and analytical skills


Why Findex? #writeyournextchapter

Findex is an integrated financial services business and offers an extensive range of wealth management, investment, lending, insurance and accounting services to help individuals and businesses manage and grow their wealth and protect their assets.

With a focus on empowering our people to work in a way that best meets their needs and those of their team and clients, the career growth of Findex employees isn’t limited by their location. We attract, retain, and promote people who share a sense of purpose belonging and we have a passion for creating opportunities for growth and sustainability that ripple throughout metropolitan and regional communities.

Next Steps?

Apply now – we can’t wait to hear from you! Please note, you will be directed to our careers page to apply.

Please note:

Only candidates with valid work rights within New Zealand in which this position is based will be considered.

This role is being managed by Findex Talent Acquisition and we will not accept unsolicited resumes/applications from Recruitment Agencies.

Hard Skills Required

  • Risk Insurance Knowledge
  • Compliance Analysis
  • Needs Analysis
  • Xplan Software Expertise
  • Claims Processing

Soft Skills Required

  • Communication
  • Team Collaboration
  • Time Management
  • Problem-Solving
  • Attention to Detail

Benefits and Perks

  • 🧕
    Inclusive Workspace
  • ⚖
    Work-Life Balance Support
  • 🤱
    Extended Parental Leave
  • 🎉
    Employee Discounts and Rewards
  • 🏥
    Subsidised Health Insurance
  • 📆
    Paid Volunteer Leave
  • 💸
    Payroll Giving
  • ❤
    Care and Appreciation
  • ⏰
    Flexible Work
  • 🏘
    Work from Home
  • 📣
    Referral Bonuses
  • 🎖
    Long Service Rewards
  • 💻
    Company Supplied Technology
  • 📈
    Professional Development

Job Schedule

  • Shift Work
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