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.
Job Description
Role Overview:
The New Business Specialist plays a critical role in delivering on our commitment to protect New Zealanders. This role is responsible for ensuring a smooth and positive on‑boarding experience for both our customers and our advisers, delivering accurate, timely, and high-quality processing we ensure that applications are progressed efficiently and issued in line with business rules, and regulatory requirements.
This role works closely with advisers, underwriting, and internal teams to manage the end-to-end process whilst proactively identifying opportunities to minimise delays and ensure a smooth onboarding experience.
Key Responsibilities:
Manage end-to-end processing of new business applications, including initiation, requirement management, and issuing of policies in line with underwriting decisions and business rules.
Proactively identify, communicate, and follow up on outstanding requirements to ensure applications progress efficiently and are completed within agreed timeframes.
Maintain a high standard of accuracy and quality across all tasks by adhering to established processes, guidelines, checklists, and quality assurance frameworks, ensuring compliance with regulatory obligations.
Provide responsive, accurate, and professional support to advisers via phone, email, and chat, removing roadblocks and enabling a smooth, efficient experience.
Collaborate effectively with underwriting, Key Account Managers, and internal teams to resolve queries, share information, and deliver strong customer and adviser outcomes.
Contribute to a positive, high-performing team environment that values respect, curiosity, accountability, and continuous improvement, while celebrating team successes.
Desired Skills and Experience
What We’re Looking For:
Experience:
1+ years’ experience in a corporate environment desired but not required
Demonstrated ability to develop core workplace skills such as organisation, accountability, and attention to detail through employment, study, or other structured activities.
Experience working with computers and digital systems, including accurately entering, managing, or reviewing information.
Exposure to following processes, instructions, or structured guidelines in any setting
Skills:
Strong computer literacy with the ability to quickly learn and confidently navigate new systems and tools.
Fast learner with the ability to pick up new concepts, processes, and technical information quickly and apply them accurately.
Highly organised with the ability to self-manage workload, prioritise tasks effectively, and maintain accountability for daily outputs.
Excellent attention to detail, with a strong focus on quality assurance and the ability to follow strict guidelines, processes, and checklists.
Clear and confident communication skills, particularly spoken English, with the ability to accurately interpret questions and provide complete, relevant responses.
Problem-solving mindset, including knowing when to escalate or seek support to ensure accuracy and avoid errors.
Strong sense of ownership and responsibility for delivering accurate, timely, and high-quality work.
Collaborative team player who contributes positively to team outcomes while still being able to work independently.
Why Join Us?
If you are ready to take on a rewarding role where you can make a positive impact, apply now to join our team at Fidelity Life. Together, we can continue to protect and enhance the lives of New Zealanders.
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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