Commercial Broker SME
Core
Manage a $300k SME commercial insurance portfolio, building long-term client relationships and ensuring appropriate risk protection.
Role type
Commercial Insurance Broker
Builds
Tailored risk management and insurance programmes for local SME businesses
Domain
Insurance (Commercial)
Deliverable
client delivery
Required skills
Commercial insurance expertise, knowledge of New Zealand legislation (Financial Advisers Act, FMA, EQC Acts), professional accreditation (ANZIIF or NZCFS Level 5), portfolio management, negotiation
Preferred skills
Proactive approach, self-motivation, passion for client advocacy, organizational skills, communication
Responsibilities
Manage end-to-end client service, design and implement risk management programmes, produce policy documentation and invoices, grow portfolio through retention and acquisition, assist with claim settlements