Job Description

INSURANCE ADMINISTRATOR
PRETORIA EAST
Our client in the Investment industry is on the lookout for a sharp, detail-driven Insurance Administrator to join their dynamic team! This is a fantastic opportunity to grow within a respected financial services environment.
Non-negotiable requirements:

• RE5 or RE1
• Relevant Diploma or Degree in Financial Services
• Experience in Long-Term Insurance or the Investment Industry
• Reside in Pretoria East or surrounding areas

Apply Now!!!
Minimum Requirements:

• Matric
• RE5 or RE1
• NQF 5 or NQF 6 in financial services provider
• Based in Pretoria
• Experience in Long-term insurance or Investments

Duties and Responsibilities:
Individual should have experience with the following:

• Client onboarding
• Information retrieval and processing, Data Entry and Record-Keeping
• Regulatory Compliance
• Risk Rating
• Verification
• Client file compilation

• Continuous client management, meeting coordination, diary management.
• General administrative support to Financial Advisors and Executives:
• Filing of documents
• File compilations
• Shredding of documents
• Rind-binding documents

• New Business Submissions
• Claims: Short-term Insurance claims, Long-term Insurance claims.
• Death Claims: Long-term Insurance and Investment.
• Withdrawals of Investment products: Full, partial, two-pot withdrawals.
• Transfers: Section 14 Transfers, Section 37 Transfers.
• Drafting and maintaining reports.
• Drafting and maintaining registers: New Business, Prospective Clients, Reversals, Not Proceeded.

Beneficial Experiences:

• Short-term Insurance/ Long-term Insurance/ Investments
• Business Assurance- Exposure to Buy and Sell Agreements
• Exposure to Wills, Testaments and Estates

Beneficial Technical Experiences:

• CommSpace
• Iress- XPlan
• Astute
• Ninety One Investment Platform
• Liberty Blueprint
• Discovery Advisor360 / Discovery DIT
• PPS PRO-Fit
• Momentum Via
• Hollard Lifezone

Skills Required