Client Service Specialist

Role Overview

We are looking for a skilled individual to join the Operations team at a leading insurance brokerage in Dunedin, New Zealand. This hybrid position requires working from the office at least three days weekly. You will support client-facing Brokers through administrative and technical assistance, ensuring accurate, swift, and efficient handling of policy documents and associated paperwork. This role provides a valuable foundation for developing insurance expertise and progressing towards a broking career.

Key Duties

• Produce and process policies and related documentation correctly and punctually, including closing documents for relevant parties.
• Ensure invoicing, quotations, calculations, and confidential documents are generated timely and precisely within service-level agreements and quality standards.
• Prepare accurate reports within designated deadlines.
• Manage workload effectively, prioritize tasks, handle complex transactions, and resolve escalations within agreed timelines.
• Maintain a fundamental understanding of insurance principles and applicable legislation, policies, and procedures.
• Foster strong relationships with internal and external stakeholders and contribute to operational process improvements.

Minimum Qualifications

• University degree in any discipline.
• Clear verbal and written communication skills with keen attention to detail.
• Strong numerical aptitude and accuracy in working with calculations and documentation.
• Proficiency in Microsoft Office applications—Outlook, Word, Excel, or their equivalents.

Preferred Attributes

• One to two years of administration experience is advantageous.
• Excellent organizational skills with proven ability to prioritize and manage competing demands to meet deadlines.
• Willingness to learn, team-oriented mindset, and positive attitude.

Why Work With Us

• Access to professional development, engaging work, and supportive leadership to help you excel.
• A vibrant, inclusive culture encouraging collaboration with talented colleagues to innovate and positively impact stakeholders.
• A large organization offering diverse career avenues plus benefits and rewards to promote your well-being.

Company & Work Environment

Our client is a global leader in risk, reinsurance, capital, and consulting, operating in 130 countries with revenues exceeding $27 billion and over 95,000 employees worldwide. The company values diversity, equity, and inclusion, striving to create a flexible workplace that respects all backgrounds and identities.

The hybrid work model combines remote flexibility with the advantages of in-person collaboration, requiring employees to work onsite or in-office at least three days per week, with designated anchor days for full team presence.