Case Manager

At enable.me, we are here for our clients, their family or their businesses. We provide financial advice and coaching that help Kiwis take control of their finances and to realise a better financial future.

How we conduct our business is just as important as what we do. Our culture thrives on supporting each other to achieve the best outcomes for our clients. We care for each other and are proud to be Rainbow Tick and Living wage certified.

About the Role

We have an exciting opportunity to join our Case Manager team. In this role, you'll support our Insurance Advisers to provide high-quality administration and client support including:

• Building strong relationships with clients and our insurance providers to provide an exceptional client service
• Managing inbound and outbound calls to respond to client enquiries and proactively offer policy reviews
• Handling policy servicing, including alterations, general updates, and arrears handling
• Supporting our advisers with administrative tasks

What We're Looking For

• Previous experience in a customer focused role is essential.
• A communication style that exudes a natural warmth and empathy
• Excellent relationship management skills
• Ability to prioritise and manage time well
• A great work ethic that is full of motivation, enthusiasm and initiative
• A ‘can do’ attitude with the willingness to get stuck in and help our anywhere
• Experience or interest in the financial services sector is a bonus, but not essential - we'll teach you what you need to know!

Benefits

• Build your knowledge of Financial Services in a growing company
• Employee benefits including a suite of personal insurances
• Become part of a great team
• On-going professional development opportunities