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Sales Admin|Account Manager

Job Title: Sales Admin|Account Manager
Contract Type: Permanent
Location: Rodney & North Shore
Industry:
Reference: 2594094
Job Published: September 22, 2017 21:31

Job Description

This NZ owned and operated business offer tailored services and support to Insurance, Investment & Mortgage Advisors to enable them to enhance their client proposition.

This role is a great mix of admin, compliance and account management and plays a core role in the success of this long standing business.  This role is office based and will see you working closely with the BDM's both with reporting, admin as well as managing your own portfolio of existing Advisors.  


Key responsibilities:
  • Working with assigned Advisors, building rapport and relationships
  • Providing administration support to the BDM's as required
  • On-boarding of new advisors
  • Generating client reporting as required
  • Completing compliance checks  
  • Managing and maintaining the CRM system 
Skills required:
  • Insurance experience essential
  • Minimum of 2 years administration experience
  • Exceptional interpersonal skills & the ability to build strong client relationships
  • Sharp eye for detail 
  • Strong MS Office skills
If this sounds like you don't miss out on the opportunity to utilise your proven admin skills and to develop your own portfolio of clients.  This role offers regular office hours, a competitive salary + benefits along with plenty of variety and growth.

Apply online today or call Vanessa Vandenbrink on 09 930 1343 for further details.

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