Senior Broker Associate - Whangarei

About the role:

Are you currently a Broker Associate looking for that next step ?

We have a great opportunity for a Senior Broker Associate to join our purpose-driven team in Whangarei. Your exceptional attention to detail and communication skills will play a vital role in providing administrative support to our broking team and assisting clients with their account, cover, and policy inquiries. Additionally, you will be responsible for managing your own small portfolio of clients, conducting risk consulting, and driving growth and renewals. Building and maintaining relationships with external stakeholders and clients will be achieved through phone and email communication.

We value enthusiasm and a passion for learning, so previous insurance experience is required. We will provide full training and support to ensure your success in the role.

Take the first step towards a successful future in the industry and seize this opportunity to learn, grow, and make a difference in the lives of our clients

Key responsibilities for the role include:

• Resolve client queries (account and cover queries and policy amendments)
• Assist the Broking team 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 Brokers with the collection of premiums within the required timeframe
• Prepare underwriter submissions and client reports for new business
• Servicing of renewals, new business, alterations and endorsements in line with our client commitments
• Set up new policies, arrange finance agreements and collect premiums within the required timeframes to meet our client commitments
• Deliver product advice and services within expertise, authority and experience
• Proactively develop and maintain client relationships by delivering outstanding customer experience to ensure trust and brand loyalty

Skills and Experience:

• At least 3+ years’ experience in an admin / customer service role, preferably in the insurance industry
• 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.

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.

Why join Gallagher?

·         Global Opportunities: Be part of a company with a worldwide presence and endless career possibilities.

·         Professional Growth: Access to ongoing training, development programs, and mentorship opportunities.

·         Inclusive Culture: Join a team that values diversity, collaboration, and innovation.

·         Impactful Work: Make a difference by helping businesses protect their people and assets.

If you’re ready to make an impact and grow your career with a global leader, we want to hear from you.

Join Gallagher and be part of a team that’s redefining the future of insurance!

How to apply:

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

Please note only candidates who have the right to work in New Zealand will be considered.

This application gathers, stores and processes data related to your candidacy for employment at Gallagher. This application is monitored and maintained by the Gallagher Corporate Human Resources Department in accordance with the guidelines set forth in the Company's Applicant Privacy Statement.