At Fidelity Life, we take pride in our role in New Zealand's Growth Story, safeguarding the way of life for New Zealanders for over 50 years. Our success contributes directly to the growth of New Zealand, through our shareholders, customers, and people, making us a unique player in the market. As a trusted and dedicated contributor to protecting New Zealanders, we invite you to join our team and make a meaningful impact.
Role Overview:
The Group Insurance Consultant role will support Fidelity Life’s sustainable growth strategy by holding high service standards and delivering best in class service to our advisers and customers within an allocated portfolio.
The group administration function is a critical one – relied on by customers, advisers, group insurance members, brokers, and employers to do the tasks that must be done - efficiently, accurately, with as little friction as possible.
Job Description
Key Responsibilities:
Portfolio Management - Manage the day-to-day tasks associated with a portfolio of clients, while providing support to the wider team where needed.
Renewal Management – Be responsible for the annual renewal process within your portfolio, including pre-renewal data requests, processing of renewals and premium collection.
Claims process support – collect initial claims requirements from advisers and/or customers and prepare the documentation for claims assessment.
Underwriting process support – collect and prepare requirements for underwriting assessment.
Continuation option support – collect and prepare requirements for New Business processing.
Banking/invoicing – manage the invoicing process, including arrears follow-ups and premium receipting.
KPI Management – meet service expectations in line with agreed team-level KPI’s.
Service – Support advisers by providing exceptional service relating to administration of their customers policies and potential customer acquisitions.
Desired Skills and Experience
What We’re Looking For:
Experience:
Applicants with 5+ years’ experience in the life insurance sector or a comparable regulated industry will be highly regarded, though this experience is not mandatory.
Proven experience in administration of complex policies, contracts or products.
Proven results in delivering great customer outcomes
Skills:
Ability to self-manage workload and perform in a time sensitive environment and takes ownership of tasks sitting to ensure completion to a high standard.
Proficient in the Microsoft Office suite, with strong excel skills.
Ability to communicate clearly with empathy and understanding and provide first point resolution verbally and written.
Driven to achieve outstanding performance: demonstrate drive, initiative, and resilience.
Do your best and find better ways to do your work. ·
Learn and grow, act on feedback, and take on stretch assignments to grow and develop.
Demonstrated good collaboration with other departments to achieve mutual outcomes.
Why Join Us?
At Fidelity Life, we believe in empowering our people through development opportunities, a supportive team culture, and meaningful work that makes a difference. If you’re passionate about delivering great service and want to grow your career in a purpose-driven organisation, we’d love to hear from you.
Apply Now:
If you are ready to take on this exciting challenge and meet the qualifications above, we want to hear from you! Please apply now and we will be in touch soon.
Fidelity Life is an equal opportunity employer. We celebrate diversity and are committed to creating an inclusive environment for all employees.
Recruitment agencies: Please be aware that we have established partnerships with a small number of preferred suppliers and will not engage with unsolicited communication from agencies outside of this pool.
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