Summit Financial Group are seeking a dynamic and detail-oriented Insurance Administrator to join their team.

You will play a crucial role in supporting Advisers through the New Business process, ensuring meticulous document creation and compliance adherence.

You will:

• Provide efficient support to Advisers through the New Business process.
• Ensure timely resolution of queries and follow-ups.
• Maintain the Summit CRM system with accurate client profiles and notes.
• Efficiently coordinate and manage meetings.
• Have an acute eye for detail and a keen understanding/willingness to learn about the highly regulated insurance industry.

Ideal Candidate:

• 3-5 years of Administration or Office Support experience.
• Impeccable written and verbal communication skills
• Excellent customer service manner and relationship-building skills.
• Proactive, self-motivated, and able to work effectively in a small team.
• Demonstrated ability to manage time effectively and work under pressure.
• Proficient in Microsoft Office.

Why Summit?

Summit Financial fosters a supportive environment where your aspirations are not only recognised but actively nurtured.

They are a team of passionate individuals who share a commitment to excellence and genuine care for one another.

This commitment extends to fostering a strong sense of belonging among their employees.

Benefits:

• Health insurance.
• Salary $65’000 - $70’000 depending on experience.
• professional development opportunities.

This role is full - time, Mon - Friday, 9am - 5pm and will be split between the Wanaka and Cromwell offices.

The role commences mid Feb 2024.

If you love detail - oriented tasks, possess exceptional communication skills, and thrive in a regulated environment, we encourage you to apply for this role.

Get in touch now to be part of shaping Summits success story, where your dedication and skills play a pivotal role in their shared growth.

Call Sarah on 021 763 013 for a friendly chat of send your cover letter and CV to [email protected]