Insurance Policy Administrator - Life & Health

Placements24; Pretoria; On-site; ZAR 300,000 - 420,000; Full time

Benefits offered by this job

Medical aid

Retirement fund contributions

Training & development

Job summary

Placements24 is seeking an Insurance Policy Administrator for our client in Centurion, Gauteng. The role focuses on accurate management and administration of life and health policies within a team-oriented office environment.

The ideal candidate possesses strong organizational skills, attention to detail, and experience with insurance software. A matric certificate is required, with ongoing opportunities for growth in the insurance sector.

Qualifications

• 3+ years of experience in insurance policy administration or a similar administrative role.
• Experience with life and health insurance products.
• Proficient in Microsoft Office and insurance administration software.

Responsibilities

• Process new policy applications with complete and accurate documentation.
• Manage endorsements, changes, and updates in the system.
• Handle premium collections and accurate allocation.
• Respond to inquiries via phone, email, and in person.
• Generate policy documents, statements, and renewal notices.
• Liaise with agents and departments to resolve issues.
• Maintain accurate policy files (physical and digital).
• Prepare reports on policy administration and client data.
• Ensure compliance with company policies and regulatory requirements.

Skills

Organizational skills

Time management

Attention to detail

Data entry

Customer-centric approach

Education

Matric certificate

Tools

Microsoft Word

Microsoft Excel

Outlook

Job description

About the Role

Our client, a prominent insurance provider in the region, is seeking a meticulous and organized Insurance Policy Administrator to join their team in Centurion, Gauteng. This role is essential for the smooth operation of our policy services department, focusing on the accurate management and administration of life and health insurance policies. The successful candidate will be responsible for a wide range of administrative tasks, ensuring that policyholder information is up-to-date, premiums are processed correctly, and inquiries are handled efficiently. This is a fantastic opportunity for an individual with strong administrative skills and a passion for the insurance industry to contribute to a leading company known for its commitment to client satisfaction and service excellence. You will be working within a dedicated office environment, collaborating closely with colleagues.

Key Responsibilities

• Process new policy applications, ensuring all required documentation is complete and accurate.
• Manage policy endorsements, changes, and updates, reflecting them accurately in the system.
• Handle premium collections and ensure timely and accurate allocation.
• Respond to policyholder inquiries via phone, email, and in person regarding policy details, coverage, and billing.
• Generate policy documents, statements, and renewal notices.
• Liaise with sales agents and other departments to resolve policy-related issues.
• Maintain accurate and organized policy files, both physical and digital.
• Assist with the preparation of reports related to policy administration and client data.
• Ensure compliance with company policies and regulatory requirements in all administrative tasks.

Requirements

• A minimum of 3 years of experience in insurance policy administration or a similar administrative role.
• Proven experience with life and health insurance products is essential.
• Excellent organizational and time management skills, with the ability to prioritize tasks effectively.
• Strong attention to detail and accuracy in data entry and record keeping.
• Proficiency in Microsoft Office Suite (Word, Excel, Outlook) and experience with insurance administration software.
• Effective communication and interpersonal skills, with a customer-centric approach.
• Ability to work effectively within a team environment.
• A matriculation certificate is required; further relevant qualifications or courses are advantageous.
• Understanding of South African insurance regulations.

Benefits

• Our client offers a competitive salary and a comprehensive benefits package, including medical aid and retirement fund contributions.
• This role provides a stable and supportive work environment within our Centurion, Gauteng office.
• You will have the opportunity to grow your skills and knowledge within the dynamic insurance sector.
• Training and development opportunities will be provided to enhance your career progression.
• We offer a predictable work schedule and a professional setting, allowing for a healthy work-life balance.
• Join a company that values its employees and offers a clear career path within policy administration.