Insurance Administrator

PRUDENT FINANCIAL SERVICES LIMITED

We are seeking a motivated and detail-oriented Insurance Administrator to join our Auckland office.This is a full-time permanent position with a minimum guaranteed 30 hours of work per week.

The successful applicant will provide administrative support for insurance operations by processing policy documentation, maintaining client records, coordinating with insurers, and delivering professional customer service.

Key Responsibilities

  • Process new insurance applications, policy renewals, endorsements and cancellations.
  • Prepare, review and issue insurance policy documentation and correspondence.
  • Receive and process insurance claims documentation and liaise with insurers regarding claim progress.
  • Maintain accurate client records and update policy information in the company's management system.
  • Respond to client enquiries regarding policy documentation and administrative matters.
  • Liaise with insurers, underwriters and other stakeholders to obtain information and process policy requests.
  • Monitor policy renewal dates and ensure timely completion of renewal documentation.
  • Verify information received from clients and insurers to ensure accuracy and completeness.
  • Maintain electronic and physical client files in accordance with company procedures.
  • Assist with preparing quotations and supporting insurance advisers with administrative tasks.
  • Ensure all administrative activities comply with company policies, regulatory requirements and privacy obligations.
  • Provide general office and administrative support as required.

Requirements

  • A certificate level 4 qualification in administration or business or communication or related is required.
  • Previous experience in insurance administration, financial services administration or office administration is advantageous.
  • Excellent organisational skills with strong attention to detail.
  • Strong written and verbal communication skills.
  • Ability to manage multiple tasks and meet deadlines.
  • Proficiency in Microsoft Office and client management systems.
  • Professional customer service skills and the ability to work effectively within a team.