About the role & You:
We are seeking a confident and driven entry to mid-level Account Manager to join our New Life team located on Beaumont Street, Auckland. In this role, you will oversee a portfolio of Employee Benefits Schemes and handle the annual review process. Additionally, you will assist the Employee Benefits Manager in strengthening and expanding our client relationships and in cultivating new business opportunities.
Key responsibilities for the role include:
Managing a portfolio of Employee Benefits schemes, the annual review process and preparing annual reports to established deadlines.
Everyday administration of our groups including reporting, updating databases, statements, renewals, endorsements, contacting clients, adding and removal of members, claims, quotes, applications and other general administration.
Meet with Key accounts prior to renewals to determine if there is a need to change cover. Identify new business opportunities within existing groups and implement the changes.
Support the implementation of new group opportunities.
Provide the Employee Benefits Manager with Technical Support in undertaking client research needs analysis and provide recommendations to manager prior to renewals.
Ensure that all client policies are renewed on time and all client requirements are met at an acceptable level.
Proactively participate in all training, development and education that is undertaken by Gallagher.
Skills and Experience:
1–2 years' experience in a Life & Health role (of any type) OR 1–2 years' experience in the insurance industry would be advantageous.
Highly organised with excellent time management skills and strong attention to detail, ensuring accuracy and efficiency.
Strong problem-solving skills with a practical and common-sense approach.
Ability to work independently and collaboratively as part of a team.
Strong customer service focus with a commitment to delivery exceptional client outcomes
A Certificate in Financial Services (NZQA Level 5) is required for this role, however, we understand that not all candidates may already possess this qualification. We are committed to supporting the professional development of our team members, and as such, for the right candidate, we offer a study support program where we will cover the costs and provide the necessary support for you to obtain your NZQA Level 5 qualification in Financial Services. So, if you have the drive and motivation to excel in this role but do not currently hold the required qualification, don't worry - we've got you covered.
Benefits:
Comprehensive reward and recognition programme
Life insurance benefit (T&Cs apply)
Discounted personal insurance
Yearly wellness contribution & flu vaccinations
We support you to develop your skills with excellent learning and development opportunities within a friendly team environment.
About us:
At Gallagher, we’ve been helping to protect what’s important to people and businesses for more than 95 years. Gallagher is the world’s third largest insurance brokerage and risk management companies, with a global network of brokers in over 130 countries.
We make success happen. We are stronger as one team and together we continually strive to make a difference, whether it’s for our clients, our colleagues or our communities. Our shared values are core to our culture and are reflected in everything we do, as set out in The Gallagher Way.
How to apply:
Click the “quick apply” button above, or for more information contact our friendly recruitment team via email at [email protected]
Please note only candidates who have the right to work in New Zealand will be considered.
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