Employee Benefits Administrator

iSmart Consulting; Stellenbosch; Vor Ort; ZAR 180.000 - 300.000; Vollzeit

Zusammenfassung

iSmart Consulting in Stellenbosch seeks a finance administrator to support client interactions, underwriting coordination and new business implementation. The role involves preparing risk and investment quotes, client files, and handling queries while maintaining CRM records.

You should hold a relevant BCom qualification with 1–2 years in financial services, strong MS Office skills (Excel and Word), and fluency in English plus another SA language.

Qualifikationen

• 1–2 years of experience in financial services.
• Proficient in MS Excel and Word.
• Fluent in English and another official SA language.

Aufgaben

• Interact with clients (management of relationships and providing client services).
• Underwriting coordination.
• New business implementation.
• Prepare risk and investment quotes.
• Prepare client files.
• Process client queries and instructions.
• Administer all products & processes, including claims and billing.
• Coordinate prospecting projects.
• Research product information.
• Maintain CRM system.

Kenntnisse

English proficiency

MS Office literacy

Ausbildung

BCom qualification

Tools

Excel

Word

Jobbeschreibung

Job Responsibilities

• Interact with clients (management of relationships and providing client services)
• Underwriting coordination
• New business implementation
• Prepare risk and investment quotes
• Prepare client files
• Process client queries and instructions
• Administer all products & processes, including claims and billing
• Coordinate prospecting projects
• Research product information
• Maintain CRM system

Desired Experience & Qualification

• Relevant BCom qualification
• Minimum 1-2 year’s relevant work experience within the financial industry
• Excellent computer literacy and knowledge of MS Office – Excel, Word
• Proficient in both spoken and written English and at least one other of the official South African languages