Category: Insurance

Location: Wellington Wellington New Zealand

Provide support for the broker in the management of their portfolio by effective client query resolution and provision of insurance support in all key aspects of their work. Assist with the resolution of client queries on Domestic and Commercial cover, and account queries. Provide assistance to the senior commercial broker with any administrative and business functions as required.
Resolve client queries on their commercial fire & general insurance
Investigate client accounts to ascertain whether the policy is the right one for the clients. Set fee level within approved discretionary guidelines
Check the correct type of domestic cover and level of cover for the client and amend as appropriate
Efficient and accurate processing of domestic insurance renewals, endorsements, and cancellations
Process renewals, new business, alterations and cancellations
Set up recent policies,



process finance agreements for policies that are paid monthly, send out proposals and follow-up as necessary
Work in with the commercial broker to achieve monthly targets
Active cross-selling, recognising and sharing new opportunities
Maintain strong communication, with the clients and provide competent and reliable advice in the absence of the broker from the office
Consistent review of processes to optimise efficiencies.

Requirements
Level 5 National Qualification (or working towards)
Insurance Industry experience
Have a very good understanding of Swift and its various modules including versioning, finance etc
Have a valuable understanding of loading all policy types.

Benefits
Market leading salary
Performance bonuses
Staff Perks including health insurance.

Details Apply Now

📌 Commercial Broker Support Wellington
🏢 Hooker And Heijden
📍 Wellington