Report Planner

Listed 5 days Ago
Financial Services

FMG has an exciting 12-month fixed term opportunity to join our Personal Insurance Report Planning team.  This position is based in our Palmerston North office and is a pivotal role to the growth of our Personal Insurance (Life Insurance) Advice business supporting our wider team.

FMG has been protecting the interests of rural New Zealand since 1905. Now over 100 years later, we’re still 100% New Zealand owned and the country’s leading rural insurance specialist. As a mutual, we invest profits back into the business to keep our premiums competitive for clients. As an employer, we invest in our people to foster a working environment that promotes learning and development, achievement and celebrates success. 

As a Report Planner, you will be responsible for writing clear and concise reports for our clients to help them make informed decisions in relation to their life insurance. You will work alongside our Personal Risk Advisers to coordinate and prepare these documents.

Having Personal (Life, Trauma, Disability) Insurance or Health Industry Experience will help exceed you in this role, with also having strong attention to detail skills, the ability to adhere to tight deadlines and achieving under pressure in a collaborative team environment.

To be competent in the role you will need to be results focused, a great written and verbal communicator and constantly strive for excellence. Building rapport and Relationship Management is pivotal in this role, as well as having a positive can do attitude.

If this sounds like you, and you’d love to be part of a team who makes it happen, apply now! Applications close 5pm, Monday 25th January 2021.