Insurance Administrator

Green Marble Recruitment Consultants; Pretoria; On-site; ZAR 200,000 - 300,000; Full time

Job summary

A recruitment consulting firm in Pretoria seeks a candidate for client onboarding and administrative support in financial services. Applicants should have Matric and experience in long-term insurance or investments. Knowledge of regulatory compliance is essential. The role includes data entry and document management, with beneficial exposure to current industry tools and practices.

Qualifications

• Experience in Long-term insurance or Investments.
• RE5 or RE1 certification is required.
• Knowledge in Business Assurance and Exposure to Wills, Testaments and Estates.

Responsibilities

• Onboard clients and maintain a comprehensive client file.
• Ensure regulatory compliance in all client onboarding processes.
• Assist financial advisors with general administrative support.

Skills

Client onboarding

Regulatory Compliance

Data Entry

Document Management

Education

Matric

NQF 5 or NQF 6 in financial services provider

Tools

CommSpace

Iress- XPlan

Astute

Job description

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

• 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 in 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