Hooker & Heijden

Commercial Broker Support

Hooker & Heijden  •  Wellington, NZ (Onsite)  •  3 months ago
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Job Description


Provide support for the broker in the management of their portfolio by effective client query resolution and provision of insurance support in all key aspects of their work. Assist with the resolution of client queries on Domestic and Commercial cover, and account queries. Provide assistance to the senior commercial broker with any administrative and business functions as required.

  • Resolve client queries on their commercial fire & general insurance

  • Investigate client accounts to ascertain whether the policy is the right one for the clients. Set fee level within approved discretionary guidelines

  • Check the correct type of domestic cover and level of cover for the client and amend as appropriate

  • Efficient and accurate processing of domestic insurance renewals, endorsements, and cancellations

  • Process renewals, new business, alterations and cancellations

  • Set up new policies, process finance agreements for policies that are paid monthly, send out proposals and follow-up as necessary

  • Work in with the commercial broker to achieve monthly targets

  • Active cross-selling, recognising and sharing new opportunities

  • Maintain strong communication, with the clients and provide competent and reliable advice in the absence of the broker from the office

  • Consistent review of processes to optimise efficiencies.


Requirements


  • Level 5 National Qualification (or working towards)

  • Insurance Industry experience

  • Have a very good understanding of Swift and its various modules including versioning, finance etc

  • Have a good understanding of loading all policy types.


Benefits


  • Market leading salary

  • Performance bonuses

  • Staff Benefits including health insurance.
Hooker & Heijden

About Hooker & Heijden

Our expertise is Insurance and Legal Recruitment. We provide traditional recruitment services, recruitment outsourcing, talent management and intelligent HR solutions.

Our service is defined as two offerings; A TRADITIONAL RECRUITMENT SOLUTION using our specialist recruitment team to secure the right candidate for your business or that next step in your career, and MANAGED RECRUITMENT SERVICES which is a set of tools designed as an extension of your business to simplify the process of recruiting new staff and developing your existing team to save time and money

Our specialisation is Broking, Underwriting, Distribution, and Claims but can fulfill any employment requirement you may have.

National Manager - Insurance: David Hooker

0417 135 284 or david@hookerheijden.com.au

National Manager - Workers Compensation: Damian Van Der Heijden

03 9014 9614 or damian@hookerheijden.com.au

Industry
Finance & Insurance
Company Size
1-10 employees
Headquarters
Melbourne, AU
Year Founded
2011
Website
hookerheijden.com.au
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