Job Overview

Our client is a New Zealand-based financial services business that helps individuals and families protect their financial future through tailored insurance and advisory solutions. They are committed to delivering exceptional customer service, building long-term client relationships, and providing expert guidance through every stage of the insurance journey. As the business continues to grow, they are seeking a proactive and detail-oriented Insurance Administration Assistant to provide vital administrative and client support to their advisory team.

Schedule: Monday - Friday, 10:00 AM - 6:30 PM NZT, with 30 minutes unpaid break (40 work hours per week)

Responsibilities

• Process new business applications and manage the end-to-end client onboarding process.
• Prepare insurance quotes and assist advisors with Statements of Advice and supporting documentation.
• Manage underwriting follow-ups, policy anniversaries, premium arrears, and claims administration.
• Respond to inbound client enquiries and conduct outbound follow-up calls to ensure a high level of customer service.
• Draft, proofread, and maintain professional client correspondence and internal documentation.
• Update and maintain accurate client records and workflows within Zoho CRM.
• Develop, document, and maintain Standard Operating Procedures (SOPs) for key business processes.
• Monitor outstanding tasks and proactively follow up to ensure deadlines are met.
• Support multiple advisors with day-to-day administrative requirements.
• Assist with additional administrative projects and operational tasks as required.

Requirements

• Previous experience in the life insurance, insurance brokerage, or financial services industry.
• Experience using Zoho CRM or a similar CRM platform.
• Strong customer service skills with confidence communicating via phone and email.
• A proactive, solutions-focused mindset with excellent problem-solving abilities.
• Experience creating or documenting Standard Operating Procedures (SOPs) is highly desirable.
• Proficiency in Microsoft Office and Google Workspace.

Independent Contractor Perks

• Permanent work from home
• Immediate hiring
• Health Insurance Coverage for eligible locations

Note

• Please click the "Apply" button to complete your application, including the assessment questions, technical check, and voice recording. Your hourly pay rate will be established based on your performance in the application process; submissions with all requirements fulfilled will receive priority review.