Our Fire & General insurance brokerage, Caveo, continues to grow after a great 2022, which has created an opportunity for a Domestic Insurance Broker/Broker Support to join our team.
Caveo works alongside Velocity Financial – A group of mortgage, life & health and KiwiSaver advisers, together we provide a holistic financial service and ensure that our clients are as well looked after as they can be.
Tasks and responsibilities
- Assisting with renewals including remarketing and ensuring the policies accurately reflect the client’s current situation.
- Assisting with claims.
- Preparing new business submissions and advice recommendations for clients.
- Part of this role includes some broker support to our commercial broker, meaning there is a good opportunity to progress into a commercial broker role in due course, if desired.
- If you are experienced in the industry, we do have the ability to adapt the role to suit the right candidate.
Requirements for application:
- Current/previous experience in Domestic/Personal Lines would be desirable.
- You have your level 5 NZ Certificate in Financial Services (General Insurance) or are working towards your L5 (If you don't have your New Zealand Certificate in Financial Services, we can help you get it.)
- However, if you don't have the above qualifications but are keen to enter the industry and are conscientious, client focussed, with a sense of humour then please apply.
The successful candidate will be provided:
- A mobile phone, calling & data plan and laptop
- A career progression plan, tailored around your own development and where you want to go in this industry.
- A supportive and high performing team with a wealth of experience to up-skill and learn from continuously
Why are we different?
- We have a great team culture! (staff trips and dinners are frequent)
- We care about each other and our clients – strong focus on relationship building.
- You'll have regular ongoing support & development through weekly staff training.
- We are growing and provide career progression opportunities.