Senior Administrator - Insurance

Bridgena Barnard & Associates; Cape Town; On-site; ZAR 300 000 - 400 000; Full time

Job summary

A financial advisory firm is seeking a Senior Administrator Sales to support a team of Independent Financial Advisors. The candidate should possess 4-6 years of experience in the Financial Industry, strong administration skills, and proficiency in MS Office. This mid-career position plays a vital role in maintaining databases and generating sales reports in Cape Town's Northern Suburbs.

Qualifications

• 4-6 years of experience in the Financial Industry is required.
• Experience in Long Term/Funeral insurance is preferred.
• Knowledge of additional languages is advantageous.

Responsibilities

• Maintain accurate databases and track data.
• Compile weekly and monthly sales reports from District Offices.
• Provide administrative support to the sales team.
• Assist with queries from District Branch Managers.

Skills

Excellent communication

Strong administration skills

Presentation skills

MS Office proficiency

Education

Grade 12 or similar qualification

Administration qualification

Tools

MS Excel

MS Word

MS Outlook

Job description

Join our team as a Senior Administrator Sales with a focus on Developing and Independent Financial Advisors. This mid-career role requires 4-6 years of experience in the Financial Industry. Apply now!

Job Title: Senior Administrator Sales (Independent Financial Advisors)

Report to: Manager

Seniority Level: Mid Career (4 - 6 yrs exp)

Region: Western Cape

Location: CPT - Northern Suburbs

Type: Permanent

Duties and Responsibilities

• Maintaining accurate databases and tracking data.
• Collating of weekly and monthly Sales Reports received from District Offices.
• Transmitting reminders regarding deadlines and following up daily on outstanding documents.
• Providing administrative support to the sales team, including scheduling, coordination communication and minutes of weekly sales meetings.
• Assisting with queries from District Branch Managers.

Qualification & Experience

• Grade 12 or similar qualification essential.
• Administration qualification is preferred and / or relevant experience.
• Excellent written and verbal communication in English is required.
• Additional Language(s) will be advantageous.
• At least 3-5 years' experience in the Financial Industry, Long Term / Funeral insurance.
• Strong administration and presentation skills.
• Experience with MS Office, intermediate Excel, Word, and Outlook are required.