Risk Adviser
Possessing the ability to match strategies and products with the clients’ needs will be a strong advantage...
Summary about this job
Risk Consulting
Company: Crowe Horwath NZ Limited
Location: Southland
Work type: Full Time
Salary: n\a
Phone: +64-3-455-9940
Fax: +64-7-233-4550
E-mail: n\a
Site: n\a
Detail information about job Risk Adviser. Terms and conditions vacancy
The Role
The successful candidate will possess a strong work ethic and be able to produce results working in a structured, team environment with minimal supervision. Possessing the ability to match strategies and products with the clients’ needs will be a strong advantage with a good attention to detail.
Reporting to the Head of Risk, this role will work in a team atmosphere with other Crowe Horwath staff in order to achieve the client’s objectives using the company process.
Responsibilities will include:
Client Services
- Building and maintaining an enduring relationship with clients.
- Providing timely, appropriate advice in the key areas of Risk Strategies.
- Approach client matters with versatility and understanding.
- Adhere to the Findex process including the use of all adviser tools
Business Meetings
- Meet activity and targets as set by management
- Attend the weekly Adviser Meeting and report on tasks, KPI's, budgets and any relevant client matters.
- Reporting and Knowledge Management
- Report to the Head of Risk and Adviser Services Coordinator as required.
- Work closely with the Administration Coordinator and any Adviser Support People and to ensure the needs of the client and organisation are always met.
- Use the dedicated tasking and client management system to record all client information and track workflow.
Qualifications & Experience
- Diploma of Financial Services or higher
- Demonstrated background in adhering to established processes and procedures
- 5 years’ experience in a similar role with strong focus on insurance
Skills
- Excellent communication skills with all levels within an organisation
- Proven ability to be flexible and adaptable
- Respond honestly and consistently to staff, colleagues and situations
- Ability to display original thinking and creativity
- Ability to meet challenges with resourcefulness
- Share knowledge and information.
Next Steps:
If you are interested in joining our fast growing company and your skills meet the above criteria please submit your cover letter and resume by clicking 'apply here'
Please note that only successful candidates will be contacted.