Life Insurance Adviser Support
Insurance Market
Papanui, Christchurch, Full Time, Financial Services
Please Quote Reference Number 16268
  • Exciting entry level opportunity to start your finance career
  • Previous retail experience or administration experience?
  • Great can-do attitude with a good sense of humour?

  • Our team is growing and we're looking for our next superstar!

    As our new Life Insurance Adviser Support, you will join an established, very successful Loan & Insurance Market business in Papanui. This role can be full time or part time for the right applicant.

    If you have the right attributes, we can provide full training to ensure your success.

    We believe in rewarding the hard work of our employees, so you will be given a competitive remuneration package, career advancement opportunities and enjoy working in a supportive work environment.

    Working within a team of 10, you will help support our mortgage advisers who assist customers obtain mortgage finance and deal with a wide range of banks and lending institutions.

    The role is varied and your duties will include, but are not limited to:
    • Assisting with the management of daily tasks
    • Managing CRM maintenance of client records
    • Pre-screening documents
    • Monitoring the Annual Reviews
    • Packaging and processing all insurance applications
    • All client, insurer, valuer, solicitor liaison from interview to settlement
    • Ongoing client service and database management
    • Post settlement and on-going client management programme
    • Completing required insurance referrals
    • Producing marketing material as required
    Key skills and attributes include:
    • Excellent organisational and time management skills
    • Ability to prioritise and meet deadlines
    • High degree of work accuracy
    • Sound computer abilities
    • Team Player
    Express your interest through our online application form.

    Please Quote Reference Number 16268

    Please Complete the Details in our Form Below

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