Associate Adviser - Life & Health

Associate Adviser

Looking for a new challenge? Are you an Adviser Support looking for the next step? This role is for you! We are looking for 3x Associate Advisers to join our Life & Health teams in Queenstown, Hamilton and Napier in January 2027. You will play a key role in delivering expert advice and support to Gallagher clients on Life & Health insurance products.

Acting as a trusted entry-level adviser, you will ensure clients have the appropriate coverage, provide recommendations on policy adjustments, assist with claims, and contribute to client retention efforts to deliver an exceptional client experience. With a focus on achieving the best outcomes for our clients, you will handle enquiries, produce reports, manage claims and arrears, and support advisers with new business, underwriting, and policy lifecycle management.

How you'll make an impact:

• Deliver comprehensive client support, including basic financial advice.
• Address policy-related enquiries, claims, amendments, and cancellations promptly and professionally.
• Build strong client relationships and provide a high-quality customer experience.
• Assess client needs and offer tailored product advice in compliance with legislation.
• Lodge and manage medical and risk claims efficiently, ensuring timely settlements.
• Administer claims and maintain communication between clients, insurers, and advisers.
• Assist advisers with new business applications, compliance documentation, and client portfolio growth.
• Manage policy administration tasks, including applications, direct debits, cover changes, and cancellations.
• Generate reports on leads, renewals, arrears, credit control, and claims.
• Process documentation for amendments, cancellations, invoices, and statements.
• Ensure adviser documents comply with legislative and company standards.
• Participate in training and maintain CPD points to meet FSLAA requirements.
• Collaborate with insurers on quotes, policy changes, payments, cancellations, claims, and underwriting follow-ups.
• Maintain accurate client records and policy documentation in Gallagher's CRM system.
• Support the broader team and Operations Manager with administrative tasks.
• Mentor and train new team members.

Skills and Experience:

• Preferred 1+ years in an Adviser Support role along with at least 1 year of customer service experience in insurance or a financial-related field, advising on products and assessing benefits/risks of options.
• Strong understanding of complex client needs, insurance products, services, and New Zealand regulations.
• Proven ability to establish and maintain long-term client relationships.
• Familiarity with CRM systems, databases, telephony, and quoting/application tools.
• Exceptional accuracy and detail-oriented approach.
• Ability to process information quickly and effectively to deliver optimal solutions for clients.
• Holds or is actively working towards a Certificate in Financial Services (NZQA Level 5)

Why Join us?

At Gallagher, we make success happen. We believe in the power of teamwork and are dedicated to making a difference for our clients, colleagues, and communities. Our shared values, known as The Gallagher Way, are at the heart of our culture and guide everything we do. We are committed to helping our clients financially survive any insurable event. As part of our team, you'll have the opportunity to make a meaningful impact, grow your career, and work in a supportive and collaborative environment.

Inclusion and diversity is a core part of our business, and it's embedded into the fabric of our organization. For more than 95 years, Gallagher has led with a commitment to sustainability and to support the communities where we live and work. Gallagher embraces our employees' diverse identities, experiences and talents, allowing us to better serve our clients and communities. We see inclusion as a conscious commitment and diversity as a vital strength. By embracing diversity in all its forms, we live out The Gallagher Way to its fullest.