Superannuation (Insurance & Superannuation)
Full time
Base + Kiwisaver + Discounted Life Insurance
Based at our Auckland Central branch in Beaumont Street, we are looking for a mid-level Account Manager to support the Employee Benefits Manager, Advisers and the National Manager Life & Health to enable them to deliver all Gallagher's products and services to existing and new clients. You will support the Employee Benefits Manager to develop and extend our client relationships directly and develop new business. The role supports us to achieve our aspiration and commitment to our clients by ensuring all the team is provided with adequate technical support and administrative assistance as necessary.
Key responsibilities for the role include:
Managing a portfolio of Employee Benefits schemes, the annual review process and preparing annual reports to established deadlines.
Everyday administration of our groups including reporting, updating databases, statements, renewals, endorsements, contacting clients, adding and removal of members, claims, quotes, applications and other general administration.
Meet with Key accounts prior to renewals to determine if there is a need to change cover. Identify new business opportunities within existing groups and implement the changes.
Support the implementation of new group opportunities.
Provide the Employee Benefits Manager with Technical Support in undertaking client research needs analysis and provide recommendations to manager prior to renewals.
Ensure that all client policies are renewed on time and all client requirements are met at an acceptable level.
Proactively participate in all training, development and education that is undertaken by Gallagher.
Skills and Experience:
Superb relationship building skills
Highly organised and efficient
Strong attention to detail with a focus on efficiency, accuracy and organisational skills
Advanced user of Microsoft office and other common office software.
1+ years' experience in a Life & Health role (of any kind) in the insurance industry would be an advantage
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.
We are committed to helping our people grow and succeed with us. By investing in learning and development at every level, we nurture the professional growth of our people at each step of their career path. We were recognised for our continuing commitment to our people with an 'Employer of Choice' award in 2023 HRD Awards New Zealand.
We believe that every candidate brings something special to the table, including you! So, even if you feel that you're close but not an exact match, we encourage you to apply.
How to apply:
Click the "quick apply" button above, or for more information contact our friendly recruitment team via email at ******
Please note only candidates who have the right to work in New Zealand will be considered.
Your application will include the following questions:
Which of the following statements best describes your right to work in New Zealand?
What's your expected annual base salary?
How much notice are you required to give your current employer?
Do you have a Certificate in Financial Services (NZQA Level 5)
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