Life & Health Insurance Advisor

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Insurance Specialist to manage and develop the Life & Health business in close partnership with the Fire & General Team.

Summary about this job

Brokerage

Company: O'Connor Warren Insurance Brokers

Location: Bay of Plenty

Work type: Full Time

Salary: n\a

Phone: +64-9-459-8459

Fax: +64-7-199-5917

E-mail: n\a

Site:

Detail information about job Life & Health Insurance Advisor. Terms and conditions vacancy

  • significant career opportunity in Life insurance
  • work with a small motivating team.
  • negotiable package

About the business

O'Connor Warren Insurance Brokers has established a strong brand and positive reputation in the insurance sector.  We are one of the fastest growing New Zealand owned broking houses around and pride ourselves on our professional and personalised services.  We were runner up in the New Zealand Insurance Awards in 2016.   From the growth of the Fire & General insurances the O'Connor Warren Life & Health business has been developed, this has enabled us to provide the full suite of insurance products to our clients.   We are passionate about providing innovative insurance solutions to our clients for both their businesses and their domestic needs.       

About the role

Now we are looking to engage an Insurance Specialist for our Life & Health business.  We are seeking a motivated individual who has the ability to hit the ground running.  They will need to have relevant industry experience and have a track record of high conversion, excellent persistency and exceptional relationship skills.   

In this Role you will:

  1. Develop new business and manage existing relationships.
  2. Meet with clients and know your clients personally in order to provide useful insurance advice.
  3. Provide professional documentation and communications to clients and insurers including Statements of Advice.
  4. Be proactive in managing outstanding requirements for applications and converting these through development of strong relationships and communication with both insurers and customers. 
  5. Work in partnership with the Fire & General team to maximise insurance leads and conversion rates from existing Fire & General client base.
  6. Potential to earn over $100k p.a.

Benefits and perks

If you are looking for an amazing opportunity to establish yourself in the Life & Health insurance sector, you have a strong technical background in the Financial Services and Insurance industry, are familiar with using CRM platforms, we look forward to hearing from you.

We offer a unique & motivating team environment, potential to earn $$$, long term career opportunity, and the opportunity to work in one of the most beautiful spots in New Zealand.

Skills and experience

You will be perfect for us if:

  1. You have relevant industry experience and a sound knowledge of New Zealand insurance products and providers including both Personal & Business related products
  2. You have exceptional ability to build strong relationships including negotiating skills
  3. You possess excellent personal time management skills
  4. You thrive in a client facing role, and providing innovative solutions and be able to work well autonomously as well as part of a team

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