Client Service Specialist

ICIB Brokerweb Insurance & Risk Advisory is NZ's 5th largest general insurance brokerage business with 11 locations across New Zealand. We describe ourselves as a top niche insurance broker with industry specialisation across a number of sectors. We are a family-friendly business with a professional flair. Our clients are our top priority therefore the quality of our service and relationship is very important to us.

We are a member of the NZbrokers network.

About the role

To provide operational and administrative support to the broking team to help deliver an excellent standard of client service and high-quality professional risk and insurance advice and solutions to our clients.

You will primarily be responsible for coordinating administrative tasks, client communications and assisting with the preparation of financial documents.

This is a permanent full time role, working 37.5hrs a week.

Key Responsibilities

• Prepare documentation, responses and reports for clients
• Serve as a point of contact for clients to address enquiries and provide information as needed
• Maintain a high level of communication with lead broker to ensure all instructions and documentation are completed with a high level of accuracy and within deadlines
• Collaborate and coordinate across teams such as personal lines, life & health, claims and finance to deliver a seamless customer experience
• Assist brokers with policy renewals, amendments and cancellations including :
• Preparing pre-renewal requests to clients
• Preparing and completing policy calculation sheets
• Collection of claims histories
• Prepare and issue client policies, insurance certificates or insurance schedules / manuals
• Prepare, issue and process client invoices in a timely manner
• Work with brokers and finance team on credit control
• Ensure all client interactions and transactions are documented accurately and comply with legal and regulatory requirements and company standards
• Prepare and complete premium funding

Your skills and Experience

Your Qualifications

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