Crombie Lockwood
- Posted: 23 Jul 2021
- Location: New Plymouth
- Work Type: Full Time
- Classification: Banking, finance & insurance
At Crombie Lockwood success doesn’t just happen, we make it happen. We’re always looking for new ways to do more and to be better, and that means hiring the best people. We’re looking for a customer focused team player to join our New Plymouth branch in a Broker Support role.
Key Accountabilities
Resolve client queries (account and cover queries and policy amendments)
Assist the Broker with administrative support to ensure client requirements are met and policies are renewed on time
Process alterations, endorsements and set up new policies and finance agreements
Provide support to the client when the Broker is unavailable
Prepare and dispatch renewal letters (including declarations, rating charts/underwriter placing’s) after consultation with Broker
Assist the Broker with the collection of premiums within the required timeframe
Prepare underwriter submissions and client reports for new business
About you
Experience in the insurance industry or a client facing role
The ability to build and maintain enduring relationships with clients
Highly organised and efficient with a strong attention to detail
Competent/advanced user of Microsoft Office
Desirable – A certificate in Financial Services (NZQA Level 5)
While you will need to be NZQA level 5 qualified with a Certificate in Financial Services we don’t expect you to bring this to the table. For the right candidate we will pay for and provide you with the support to gain your qualification through our study support program.
At Crombie Lockwood, we recognise, reward and celebrate success. An attractive package including benefits is offered to the right team player who has the skills and the attitude to succeed. We’ll support you to develop your skills with excellent learning and development opportunities within a friendly team environment.
Apply Now!
Employer questions
Your application will include the following questions:
Which of the following statements best describes your right to work in New Zealand?
Key Accountabilities
Resolve client queries (account and cover queries and policy amendments)
Assist the Broker with administrative support to ensure client requirements are met and policies are renewed on time
Process alterations, endorsements and set up new policies and finance agreements
Provide support to the client when the Broker is unavailable
Prepare and dispatch renewal letters (including declarations, rating charts/underwriter placing’s) after consultation with Broker
Assist the Broker with the collection of premiums within the required timeframe
Prepare underwriter submissions and client reports for new business
About you
Experience in the insurance industry or a client facing role
The ability to build and maintain enduring relationships with clients
Highly organised and efficient with a strong attention to detail
Competent/advanced user of Microsoft Office
Desirable – A certificate in Financial Services (NZQA Level 5)
While you will need to be NZQA level 5 qualified with a Certificate in Financial Services we don’t expect you to bring this to the table. For the right candidate we will pay for and provide you with the support to gain your qualification through our study support program.
At Crombie Lockwood, we recognise, reward and celebrate success. An attractive package including benefits is offered to the right team player who has the skills and the attitude to succeed. We’ll support you to develop your skills with excellent learning and development opportunities within a friendly team environment.
Apply Now!
Employer questions
Your application will include the following questions:
Which of the following statements best describes your right to work in New Zealand?