Insurance Underwriting & Case Support - Remote

Overview

We are seeking an experienced Insurance Underwriting & Case Support to support the full insurance advice lifecycle — from quoting and Statements of Advice through to underwriting and claims management.

In Short

• Prepare insurance quotes across various products
• Assist in drafting Statements of Advice (SOAs)
• Manage applications end-to-end from submission to policy issue
• Track underwriting progress and follow up outstanding requirements
• Liaise with insurers, underwriters, nurses, and medical providers
• Coordinate medical evidence including GP reports and financial documentation
• Assist with claims lodgement and required documentation
• Ensure professional communication throughout the claims process
• Maintain detailed case notes within CRM systems
• Escalate risks or underwriting concerns early

Requirements

• Direct experience in New Zealand insurance
• Confidence communicating with insurers and medical providers
• Ability to manage cases proactively
• Experience with claims management
• Strong organizational skills
• Attention to detail
• Effective communication skills

Benefits

• Opportunity to work in a dynamic insurance environment
• Engagement with various stakeholders
• Professional development opportunities