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Client Experience Specialist - Life and Health

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Our client, ICIB Brokerweb, is seeking a Client Experience Specialist for their Life & Health Insurance Brokerage based in Christchurch. This role offers an exciting opportunity to elevate the satisfaction and retention of their valued clientele. The successful candidate will play a crucial role in managing client interactions, addressing inquiries, and optimising the overall client experience. With a competitive salary of $80000, this position provides an excellent opportunity to demonstrate your passion for the insurance industry and commitment to delivering exceptional service. Elevate client satisfaction and retention within a leading Life & Health Insurance Brokerage Manage complex underwriting scenarios and provide empathetic case management of claims Enjoy a competitive salary of $80000 in a supportive and inclusive work environment

What you'll do:

As a Client Experience Specialist at ICIB Brokerweb, you will be instrumental in enhancing the overall client experience within our Life & Health Insurance Brokerage. Your day-to-day responsibilities will involve managing client interactions, addressing inquiries, and optimising the client experience. You will be central to managing the underwriting journey, liaising with medical professionals, coordinating appointments, and ensuring timely completion of all necessary documentation. Your empathetic approach will be key in supporting clients through the claims process, building trust through active listening, prompt responses, and advocating for their needs.

Serve as the primary point of contact for clients during the underwriting process, providing guidance and support from application submission to policy issuance
Liaise with medical professionals to coordinate necessary evaluations for underwriting assessments
Provide empathetic support and guidance to clients navigating the claims process
Collaborate with insurers, underwriters, and other professionals to expedite resolution of client issues
Negotiate with underwriters on behalf of clients to secure favourable terms and pricing for policies
Educate clients on the importance of underwriting and its role in determining policy eligibility and pricing


What you bring:

The ideal candidate for this Client Experience Specialist role brings a wealth of experience in the Life & Health Insurance industry. You possess strong knowledge of insurance products, underwriting processes, and industry regulations. Your excellent interpersonal and communication skills enable you to effectively engage with clients, advisers, and underwriters. Proficiency in Microsoft Word, Excel, Outlook, X-Plan, and CRM tools is essential for managing client interactions and tracking underwriting progress. Your analytical mindset will be key in assessing underwriting risks and opportunities, negotiating terms, and advocating for clients' best interests.

  • Demonstrated capacity and experience working in the Life & Health Insurance industry
  • Financial Services Level 5 - Life and Health Qualification
  • Strong understanding of life and health insurance products, underwriting processes, and industry regulations
  • Excellent interpersonal and communication skills with the ability to effectively engage with various stakeholders
  • Proficiency in Microsoft Word, Excel (intermediate to advanced), Outlook
  • Experience using X-Plan and CRM tools for managing client interactions
  • Analytical mindset with the ability to assess underwriting risks and opportunities


What sets this company apart:

ICIB Brokerweb is a leading Life & Health Insurance Brokerage committed to delivering exceptional service to its clients. They pride themselves on their inclusive work environment that values the contributions of each team member. Their commitment to continuous learning and professional development ensures that their employees stay abreast of industry trends and best practices.

Contract Type: FULL_TIME

Specialism: Risk/Compliance

Focus: Insurance

Industry: Insurance

Salary: car park and annual performance bonus

Workplace Type: Hybrid

Experience Level: Mid Management

Location: Christchurch

Job Reference: 1968720/001

Date posted: 1 May 2024

Consultant: Ettienne Erasmus

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