Broker Support

Job description

About the business ICIB Brokerweb Insurance & Risk Advisory is NZ's 5th largest general insurance brokerage business with 11 locations across New Zealand. We describe ourselves as a top niche insurance broker with industry specialisation across a number of sectors. We are a family-friendly business with a professional flair. Our clients are our top priority therefore the quality of our service and relationship is very important to us. We are a member of the NZbrokers network. About the role We are looking for a fun, hard-working individual to provide operational and administration support to our Brokers. You'll be working a 37.5hr full-time working week! Based in the CBD. Key Responsibilities • Prepare for all renewals in a timely fashion • Request from Broker all necessary renewal information and documentation required from clients, including renewal declarations • Scan files to ensure accuracy and consistency of any information received from servicing personnel, especially in regard to claims history and risk detail • Remarket insurances when requested to do so • Have clients complete proposals where requested or needed • Receiving back final instructions from the Broker, and amending any covers accordingly before effecting renewal, communicating to the Broker any alterations in terms that might arise • Prepare and send out invoices in accordance with Company Policy • Send out client policies, insurance certificates or insurance schedules/manuals in accordance with Company Policy • When required to communicate with clients, insurance markets, claims assessors or other connections of the Company, to ensure that the Company’s standards and reputation are sustained and developed in line with ICIB BROKERWEB marketing and service standards. Claims: Knowledge Demonstrated capacity for working in a similar role within the Financial Services / insurance / banking industry advantageous. Competent in Microsoft word, excel (Intermediate to advance) and Outlook. Who you are You are a team-player! You have a positive and can-do attitude Preferably you would've had experience working in a similar role within the Financial Services/insurance/banking industry You are competent in Microsoft Word, Excel (Intermediate to advance), and Outlook You have amazing time management and organisation skills. Qualifications Working towards or achieved level 5 New Zealand certificate in financial services.