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:
At Fidelity Life, our Key Account Managers play a crucial role in enhancing the service experience for our advisers, whether they are submitting new business or supporting their existing clients.
You will contribute to Fidelity Life’s success by adopting a proactive approach to pipeline management and aiding our advisers in improving their business sales and conversion rates. Additionally, you will provide regular, relevant communications that offer certainty, clarity, and solutions, thereby supporting both our customers and advisers
Key Responsibilities:
Serve as the primary point of contact for top-tier advisers, addressing operational queries and delivering solutions with precision.
Develop and maintain strong relationships with advisers, ensuring support aligns with their business needs and fostering outstanding working relationships.
Proactively manage and report on new business pipelines, ensuring key deliverables are met and service standards are upheld, driving exceptional business outcomes.
Master product knowledge, commission structures, and adviser support systems (CRM and Eapp) to provide seamless and expert support.
Expedite urgent cases by escalating to key contacts within the business and/or processing on behalf of key advisers.
Accurately record all customer interactions using in-house systems, managing enquiries professionally and responding within 24 hours to maintain high service standards.
Foster a high-performance culture within the team, enhancing Fidelity Life’s culture, and building strong working relationships across the business to ensure operational excellence and collaboration.
Desired Skills and Experience
What We’re Looking For:
Experience:
2+ years of experience in a customer and relationship-focused role.
Proven experience in relationship management at a key account level.
Demonstrated success in delivering excellent customer outcomes.
Solid understanding of the life insurance industry is desirable.
Strong analytical and problem-solving skills, with the ability to interpret data and make informed decisions.
Skills:
Proficient in using key Microsoft 365 applications.
Capable of quickly learning and retaining complex product knowledge and terminology.
Skilled in independently managing workload, response times, and availability.
Exceptional written and verbal communication skills, adaptable to various corporate levels.
Ability to analyze data, identify trends, and develop effective solutions.
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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