Entry Level SME Broker Opportunity - Energetic Workplace

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.

About the role & you

Due to internal movements, we are seeking a motivated individual to join our highly successful Broking Team in Napier as a SME Commercial Broker. This role requires working closely with small businesses to offer reliable and timely insurance advice, as well as acting as the main liaison with underwriters. 

Ideally you will have strong work ethics with excellent communication skills, relationship-building, and time management abilities, and a strong commitment to delivering exceptional customer service. While previous experience in the insurance industry is a plus, it is not necessary as we provide comprehensive training.

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.

Key Accountabilities:

• Work collaboratively to service a portfolio of SME clients predominately via. phone and email
• Be a pivotal point of contact for clients and underwriters, providing timely and trusted advice 
• Service renewals, new business, alterations and endorsements
• Set up new policies, arrange finance agreements and collecting premiums
• Resolve client queries (account queries, cover queries, policy amendments)
• Proactively develop and maintain client relationships by delivering outstanding customer experience
• Partner with the claims team to manage the claims process 
• Provide clients with timely and accurate updates on insurance claims
• Develop and maintain strong client relationships to ensure trust and brand loyalty exists 

Skills and Experience:

• Ability to build and maintain enduring relationships with clients and team members 
• Previous experience in a customer service role will be an advantage
• Previous insurance experience would be advantageous, although it is not necessary.
• Pro-active and solution orientated with a focus on delivering results
• Strong administration skills with high attention to detail
• Working knowledge of Microsoft Office
• Excellent time management skills and the ability to work under pressure
• Confident verbal and written communicator 
• A certificate in Financial Services (NZQA Level 5 )

We are committed to helping our people grow and succeed with us. By investing in learning and development at every level, we nurture the professional growth of our people at each step of their career path. We were recognised for our continuing commitment to our people with an ‘Employer of Choice’ award in 2023 HRD Awards New Zealand. 

We believe that every candidate brings something special to the table, including you! So, even if you feel that you’re close but not an exact match, we encourage you to apply.

How to apply:

Click the “quick apply” button above, or for more information contact our friendly recruitment team via email at [email protected]