Insurance Adviser
Christchurch, Canterbury
1d ago
  • Award Winning Financial Organisation
  • Life and Personal Risk Products
  • Client Service Focus
  • TMx Ltd a subsidiary of Tony Mounce Mortgages Ltd is a leader in personal and risk insurance advice. From first home buyers through to investors, their expert, award winning advisers are committed to helping their clients meet their specific insurance goals.

    For more information please go to https : / /

    We are looking for an enthusiastic Insurance Adviser to join our tight knit, supportive TMx team. Reporting to the Insurance Manager, you will provide insurance and advice and products to our loyal clients.

    Key responsibilities include :

  • managing and developing strong relationships with existing clients and referrals
  • preparing and processing insurance applications
  • assisting clients manage their claims
  • servicing of renewals, alterations, and pre / post approval management
  • conducting research and analysis, providing bespoke recommendations and ensuring servicing of clients
  • providing exceptional communication to clients
  • To be successful you will have :

  • experience in a similar role, ideally in a financial services environment
  • an understanding of a broad range of personal insurance products
  • a customer centric approach and excellent key account management skills
  • exceptional planning and organisation skills and have strong attention to detail
  • a strong ability to prioritise, meet tight deadlines and work autonomously in a fast paced environment
  • the highest degree of confidentiality and discretion
  • excellent written and verbal communication skills
  • This is a full time permanent position, with an attractive base and incentive package. You will need to be NZQA Level 5 in Financial Services qualified, however for the right candidate we will fund and provide you with support to gain your qualification.

    If you wish to apply for this role with a well respected, locally owned company, submit your cover letter and CV by clicking on the Apply’ button.

    Initial enquiries are welcome by phoning Lisa Wheeler on 021 332295 or Sally Wynn-Williams 027 478 5554.

    Applications close 5pm, Wednesday 23 June 2021

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