Insurance Administrator - LongTerm Insurance and Investment

Our client - A well-established financial services practice based in Pretoria - is looking to appoint a highly competent Long-Term Insurance & Investment Administrator to join its professional advisory team.

Requirements:

• NQF Level 5 qualification in Financial Services (minimum)
• RE5 Regulatory Examination successfully completed
• Must be fully out of supervision and eligible to be added to the FSCA representative register
• Minimum 5 years’ experience in the financial services industry
• Proven experience in long-term insurance and investment administration
• Strong knowledge of insurer and investment provider systems and processes
• Fluent in Afrikaans and proficient in English (spoken and written)
• Own reliable transport

Key Responsibilities:

• Preparing new business quotes and compliance documentation
• Submitting new business applications and monitoring progress until issued
• Coordinating medicals, nurse appointments, and outstanding underwriting requirements
• Annual servicing of existing clients including benefit upgrades and policy amendments
• Managing risk claims including life, disability, severe illness and income continuation benefits
• Liaising with clients, insurers, and medical professionals to ensure claims are processed efficiently
• Investment Administration
• Annual client servicing, fund switches, and product upgrades