Patient Financial Coordinator 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!