Client Services & Insurance Administrator

About MTG

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

Excellent written and verbal communication

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.