Client Services & Insurance Administrator — Grow Your Career

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

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.