Client Services & Insurance Administrator

Aotearoa New Zealand Association of Social Workers; Auckland; On-site; NZD 45,000 - 60,000; Full time

Benefits offered by this job

Medical insurance

Wellbeing initiatives

Employee assistance programs

Career development opportunities

Job summary

Maurice Trapp Group in Auckland is seeking an organised Client Services & Insurance Administrator to join our team. You will manage the insurance process from application to policy issue and provide ongoing client service and administrative support.

You will work closely with Advisers and clients, arranging appointments, processing applications, liaising with insurers, and keeping records accurate. A proactive, detail‑oriented approach and strong MS Office skills are essential.

Qualifications

• Strong administration and organisational skills.
• Excellent attention to detail and multi-tasking abilities.
• Commitment to providing excellent client service.
• Proactive, organised and personable with strong communication.

Responsibilities

• Arrange appointments with existing and prospective clients.
• Process insurance applications from submission to policy issue.
• Liaise with clients, advisers, insurers and underwriters.
• Proactively follow up outstanding information and move applications forward.
• Prepare policy schedules, client reports, renewals and other documents.
• Maintain accurate client and policy records.
• Support advisers with new and existing business.
• Assist clients and advisers with insurance claims.
• Handle general client and insurer enquiries.
• Provide general administrative support to the wider team.

Skills

Administration

Organisational skills

Client service

Attention to detail

Tools

Microsoft Office

Job description

Client Services & Insurance Administrator

Established in 2006, Maurice Trapp Group provides financial services to individuals, families and businesses across New Zealand. Our services include life and health insurance, KiwiSaver, mortgages, employee benefits and business insurance. We focus on understanding each client’s circumstances and providing personalised support throughout their financial journey.

About the role
We are looking for an organised, proactive and personable Client Services & Insurance Administrator to join our Auckland team.

You will work closely with our Advisers and clients, helping manage the insurance process from application through to policy issue, as well as providing ongoing client service and administrative support.

What you'll be doing

Arranging appointments with existing and prospective clients

Processing insurance applications from submission through to policy issue

Liaising with clients, Advisers, insurers and underwriters

Proactively following up outstanding information and keeping applications moving

Preparing policy schedules, client reports, renewals and other documentation

Maintaining accurate client and policy records

Supporting Advisers with new and existing business

Assisting clients and Advisers with insurance claims

Handling general client and insurer enquiries

Providing general administrative support to the wider team

What we're looking for

Strong administration and organisational skills

A warm, professional and confidently assertive manner

Excellent attention to detail

The ability to manage multiple priorities and follow things through

Initiative and a proactive approach to your work

Good Microsoft Office and general computer skills

A genuine commitment to providing excellent client service

What we offer
At Maurice Trapp Group, we are committed to providing a supportive and inclusive work environment that enables our employees to thrive. We offer a range of benefits, including:
Opportunities for career development and progression

Access to employee benefits including medical insurance, wellbeing initiatives and employee assistance programs

A collaborative and dynamic team culture

Why Join MTG?
You'll be joining an established business where relationships and great client service genuinely matter.

We offer a supportive team environment, a varied role with real responsibility, the opportunity to develop your insurance knowledge and the autonomy to take ownership of your work.

If you're organised, proactive, great with people and take pride in getting things done properly, we'd love to hear from you.