Financial Administrator (Insurance)

West Coast Personnel; Cape Town; On-site; ZAR 180,000 - 240,000; Full time

Job summary

West Coast Personnel in Cape Town is seeking a reliable Administrator to support client servicing and reporting functions. You will manage client administration, prepare monthly ageing and client reports, and ensure declarations to insurers are completed accurately and on time.

The role requires an organised professional who can work under deadlines, adapt to changing priorities, and handle client queries efficiently. Flexible working hours may apply, with salary negotiable based on experience.

Qualifications

• Experience in handling client administration.
• Ability to prepare monthly ageing and client reports.
• Proficient in coordinating with insurers and submitting declarations on time.

Responsibilities

• General client administration.
• Request ageing from all clients on a monthly basis.
• Prepare the client reports.
• Ensure declarations are completed and submitted to the insurer on time.
• Attend to client queries timeously.
• Ensure invoices are paid by clients on time.
• Prioritise and reprioritise tasks to meet time standards and report deviations.

Skills

Client administration

Reporting

Time management

Job description

Job Description:

We are seeking a reliable and detail-focused Administrator to support client servicing and reporting functions. The role involves managing client administration, preparing monthly ageing and reports, handling declarations to insurers, and resolving client queries efficiently. This is an excellent opportunity for an organised professional who thrives in a deadline-driven environment and can adapt to changing priorities. A negotiable salary is offered based on experience, with flexible working hours when required.

Duties:

• General client administration.


• Request ageing from all clients on a monthly basis.


• Prepare the client reports.


• Ensure that declarations are completed and submitted timeously to the insurer.


• Attend to client queries timeously.


• Ensure that client invoices are paid by the client timeously.


• Prioritise and reprioritise tasks on a continuous basis ensuring that time standards are complied with. Any deviation must be reported to the responsible person timeously.

Working hours:

• 08h30 – 16h30 but should be flexible to work after hours if need be


• Salary is negotiable depending on experience

Financial Administrator (Insurance) Table View, Western Cape, ZA