• Mailbox and Administrative Management:
• Manage the administrative mailbox, responding to inquiries and taking necessary actions.
• Issue invoices in bulk or on an individual request basis.
• Email payment receipts to clients as required.
• Receive and allocate payment confirmations.

 
Client and Broker Support:

• Respond to broker and administrator queries regarding:
• Payment receipts and follow-ups.
• Providing the last four digits of credit card details.
• Issuing new payment links and one-off payment links.
• Adjusting premium frequency as requested.
• Investigating and advising on issues preventing payment mandate establishment.

 
Debtor Management:

• Send reminders for outstanding monthly premiums.
• Regularly check the debtor list to ensure reminders are sent before policies lapse due to non-payment.
• Schedule policy cancellations as necessary.
• Handle Declaration of Insurability cases where policies have lapsed due to non-payment, but the client wishes to reinstate coverage.
• Investigate and resolve failed payment issues through Flywire, ensuring timely client and broker updates
• Execute on full group bookkeeping function (incl. fixed asset registers, bank recons, inter companies, etc.) on Sage Intaact.

 
Skills:

• Strong organizational skills and attention to detail.
• Excellent written communication and email etiquette.
• Ability to manage deadlines effectively and work independently.
• Self-motivated with a proactive approach to problem-solving.
• Prior experience in life insurance administration covering the above responsibilities.

 
Qualifications and Certifications:

• Bcom Accounting degree (Advantageous)
• Minimum of 5 years of experience in a similar finance role
• Proven experience with VAT and tax management.

 
 
Employment Details
Employment Type:
Contractor
Industry:
Insurance
Work space preference:
Hybrid (Home & Onsite)
Ideal work province:
Gauteng
Ideal work city:
Sandton
Salary bracket:
R 45000 – 50000
Drivers License:
CODE B (Car)
Own car needed:
Yes