Broker Associate

Overview

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 :

Ready to take the first step towards a thriving career in the insurance industry?

We are currently looking for an administrative superstar to join our team as a Broker Associate to join our team based in Dunedin.

Your exceptional attention to detail will be crucial in providing administrative support to our brokers and assisting clients with their account, coverage, and policy inquiries. Additionally, excellent communication skills are essential, as you will be interacting with various stakeholders, both internally and externally

You will need to be confident, proactive, adaptable, and resilient. These traits will enable you to navigate and thrive in a fast-paced environment. Your ability to think on your feet and make quick, informed decisions will be crucial in this role.

We value enthusiasm and a passion for learning, although previous insurance experience would be an advantage, it is not required as we will provide full training and support to ensure your success in the role.

How you\'ll make an impact

Resolve client queries (account and cover queries and policy amendments)

Assist the Broker with administration 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 the Broker

Assist the Broker with the collection of premiums within the required timeframe

Prepare underwriter submissions and client reports for new business

Skills and Experience

Previous experience in an administrative or customer service role

Previous insurance experience will be an added advantage

The ability to build and maintain enduring relationships with clients and team members

Highly organised and efficient with a strong attention to detail

Ability to adapt quickly in a fast-paced environment

Competent / advanced user of Microsoft Office

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.

How to apply

We know you’ll really enjoy being part of our professional, close-knit team. As part of the US based Gallagher group of companies, we have scale and multi-national reach with a kiwi feel.

If this sounds like you, then click the “apply” button above, or for more information contact our friendly recruitment team via email at

Compensation and benefits

We value inclusion and diversity

Inclusion and diversity (I&D) is a core part of our business, and it’s embedded into the fabric of our organization. For more than 95 years, Gallagher has led with a commitment to sustainability and to support the communities where we live and work.

Gallagher embraces our employees’ diverse identities, experiences and talents, allowing us to better serve our clients and communities. We see inclusion as a conscious commitment and diversity as a vital strength. By embracing diversity in all its forms, we live out The Gallagher Way to its fullest.

We know you’ll really enjoy being part of our professional, close-knit team. As part of the Global Gallagher group of companies, we have scale and multi-national reach with a Kiwi feel.

Gallagher believes that all persons are entitled to equal employment opportunity and prohibits any form of discrimination by its managers, employees, vendors or customers based on race, color, religion, creed, gender (including pregnancy status), sexual orientation, gender identity (which includes transgender and other gender non-conforming individuals), gender expression, hair expression, marital status, parental status, age, national origin, ancestry, disability, medical condition, genetic information, veteran or military status, citizenship status, or any other characteristic protected (herein referred to as “protected characteristics”) by applicable federal, state, or local laws.

Equal employment opportunity will be extended in all aspects of the employer-employee relationship, including, but not limited to, recruitment, hiring, training, promotion, transfer, demotion, compensation, benefits, layoff, and termination. In addition, Gallagher will make reasonable accommodations to known physical or mental limitations of an otherwise qualified person with a disability, unless the accommodation would impose an undue hardship on the operation of our business.

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