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May

Mandarin Speaking - Commercial Broker Support

Hooker and Heijden - Australia,

Insurance & Superannuation
Source: uWorkin

Source: uWorkin

JOB DESCRIPTION

Category: Insurance

Location: Auckland Auckland New Zealand

A newly created broker support opportunity has arisen with our client who specialises within insurance for our Asian community. In this role you will provide support for the broker in the managementof their portfolio by effective client query resolution and provision ofinsurance support in all key aspects of their work. Assist with the resolutionof client queries on Domestic and Commercial cover, and account queries.

  • Resolve client queries on their commercial fire& general insurance
  • Investigate client account to ascertain whether thepolicy is the right one for the clients. Set fee level within approveddiscretionary guidelines
    Check the correct type of​ domestic cover and levelof cover for the client and amend as appropriate
    Efficient and accurate processing of domesticinsurance renewals, endorsements, and cancellations
  • Process renewals, new business, alterations andcancellations
  • Set up new policies, process finance agreements forpolicies that are paid monthly, send out proposals and follow-up asnecessary
  • Work in with the commercial broker to achievemonthly targets
  • Active cross-selling, recognising and sharing newopportunities
  • Maintain strong communication, with the clients andprovide competent and reliable advice in the absence of the broker from theoffice
  • Consistentreview of processes to optimise efficiencies.

Requirements

  • Level 5 National Qualification (or workingtowards)
  • Fluent in mandarin both written and verbal
  • Insurance Industry experience
  • Have a very good understanding of Swift and itsvarious modules including versioning, finance etc
  • Havea good understanding of loading all policy types.

Benefits

  • Market leading salary
  • Performance bonuses
  • Staff Benefits including health insurance.

Details Apply Now