Admin and Paraplanning Support

### Responsibilities
Duties and Responsibilities:

1. Assist with the processing and submission of new business applications, ensuring all documentation is complete and accurate
before it moves to underwriting.
Follow up on outstanding requirements from underwriting, tracking each request through to resolution.
Liaise with clients and advisers to gather any missing information needed to progress applications.
Keep clients and advisers informed on application status, next steps, and expected timeframes. Maintain clear records of all application activity and communications for
audit and compliance purposes.

2. Paraplanning (Training provided)
We will train you to prepare advice reports (Statements of Advice) for our advisers. This covers:

- Personal risk insurance: life, trauma, total and permanent disablement
(TPD), income protection, and health insurance.
- Basic KiwiSaver planning and reporting.
- Preparing product research and quote comparisons across New
Zealand insurance and KiwiSaver providers.
- Building reports from the adviser's meeting notes and fact find, to clients' documented standard.
- Checking files for completeness and flagging any gaps or inconsistencies to the adviser before a report is finalise.

### Requirements
Essential:

- Strong English communication skills
- particularly written/email communication, as the bulk of client interaction is via email.
- Ability to handle client communications professionally, including managing difficult or angry client interactions.
- Strong initiative and good judgement
- the role is largely reactive and requires someone who can take ownership and follow through without constant direction.
- Strong attention to detail and ability to manage multiple follow-ups and outstanding items simultaneously.

Preferred (Not Mandatory):
- New Zealand insurance experience is highly preferred but not required.
- Experience with Trail or XPlan-style CRM systems is a plus (the business uses a custom CRM modeled on these systems).
- Background in customer service or general administration is acceptable for candidates without direct insurance experience.

Work Arrangement

- Work Setup: On-site
- Work Hours: Monday to Friday, 6:00 am PHT fixed start time, should complete nine (9) hours work

Why you should join our team!

Leaves entitlement, HMO and life insurance upon hire!

Ready to take on the next challenge? If you’re looking for an organisation with outstanding career-development opportunities, amazing work-life culture, and comprehensive benefits crafted to support work-life harmony, you might be a perfect fit at Deployed!

At Deployed, we truly believe that our team is the core highlight of our brand. With our goal of being a top business partner for our global clients, we take it as a responsibility to build a diverse, inclusive, and growth-oriented work environment where employees of all backgrounds and lifestyles feel a sense of belonging, mutual respect, and kindness.