Pretoria: Long Term Insurance Administrator(AD 41)/Long Termyn Versekerings Administrateur (AD 41) posted by Werkie

(eng= Long Term Insurance Administrator Our client is a financial services practice seeking an experienced Administrative Assistant to support their advisers. This is not an entry-level role and is suited to an intermediate to senior administrator who is confident working independently and taking full ownership of end-to-end administrative processes within long-term assurance and investments. More About The Company: Our client operates within the financial services industry, specializing in long-term assurance and investment administration. They provide personalized, professional services in a structured and detail-driven environment. The business is execution-focused and prides itself on professionalism, compliance, and high standards of client service. Location: Centurion Salary: R20 000 – R23 000 Werksure: Monday Friday, 08:00 16:30 Available Positions: 1 Start Date: ASAP Key Responsibilities: · Take full ownership of the administrative lifecycle of long-term assurance and investment business. · Prepare and compare quotations and submit applications accurately and timeously. · Manage underwriting requirements and liaise with insurers, medical providers, and other role players. · Track applications through to policy issue and proactively follow up on outstanding requirements. · Handle policy servicing including amendments, beneficiary changes, premium adjustments, reinstatements, and cancellations. · Communicate clearly and professionally with clients and advisers, primarily in Afrikaans where required. · Maintain accurate, compliant client records and documentation with exceptional attention to detail. · Prepare and manage spreadsheets, tracking logs, and schedules. · Ensure tasks are seen through from start to finish without constant supervision. Job Requirements: · Minimum 4 years experience in long-term assurance and investment administration. · Proven ability to manage assurance processes from quotation through underwriting to policy issue and ongoing servicing. · Advanced Microsoft Excel and Word skills. · Extremely high level of accuracy and attention to detail. · Demonstrated ability to take complete ownership of tasks and outcomes. · Own reliable transport. Key Characteristics: · Professional, neat, and well-presented at all times. · Reliable, discreet, and trustworthy. · Comfortable working in a small, professional, boutique environment. · Strong task ownership and execution focus. · Exceptional attention to detail. Are you an experienced assurance administrator ready to take full ownership in a professional boutique practice? Apply now we look forward to meeting you! ) (afr= Long Termyn Versekerings Administrateur Ons kliënt is n finansiële dienste praktyk wat n ervare Administratiewe Assistent soek om hul adviseurs te ondersteun. Hierdie is nie n intreevlak-rol nie en is geskik vir n intermediêre tot senior administrateur wat selfstandig kan werk en volle eienaarskap neem van die volledige administratiewe prosesse binne langtermynversekering en beleggings. Meer oor die Maatskappy: Ons kliënt funksioneer binne die finansiële dienste industrie en spesialiseer in langtermynversekering en beleggingsadministrasie. Hulle bied persoonlike, professionele diens in n gestruktureerde en detailgedrewe omgewing. Die praktyk is uitvoering-gefokus en handhaaf hoë standaarde van professionaliteit, nakoming en kliëntediens. Ligging: Centurion Salaris: R20 000 – R23 000 Werksure: Maandag Vrydag, 08:00 16:30 Beskikbare Posisies: 1 Begindatum: ASAP Hoof Verantwoordelikhede: · Neem volle eienaarskap van die administratiewe lewensiklus van langtermynversekering en beleggingsbesigheid. · Berei kwotasies voor en vergelyk dit, en dien aansoeke akkuraat en betyds in. · Bestuur onderskrywingsvereistes en skakel met versekeraars, mediese verskaffers en ander rolspelers. · Volg aansoeke op tot polisuitreiking en monitor uitstaande vereistes proaktief. · Hanteer polisdiens insluitend wysigings, begunstigdeveranderings, premie-aanpassings, herinstellings en kansellasies. · Kommunikeer duidelik en professioneel met kliënte en adviseurs, hoofsaaklik in Afrikaans waar vereis. · Handhaaf akkurate en voldoenende kliëntrekords en dokumentasie met uitsonderlike aandag aan detail. · Stel sigblaaie, opvolglyste en skedules op en bestuur dit. · Verseker dat take van begin tot einde afgehandel word sonder konstante toesig. Pos Vereistes: · Minimum 4 jaar ondervinding in langtermynversekering en beleggingsadministrasie. · Bewese vermoë om versekeringsprosesse van kwotasie deur onderskrywing tot polisuitreiking en voortgesette diens te bestuur. · Gevorderde Microsoft Excel en Word vaardighede. · Uitsonderlike hoë vlak van akkuraatheid en aandag aan detail. · Bewese vermoë om volle eienaarskap van take en uitkomste te neem. · Eie betroubare vervoer. Karaktereienskappe: · Professioneel, netjies en goed versorg te alle tye. · Betroubaar, diskreet en vertrouenswaardig. · Gemaklik om in n klein, professionele, boetiek omgewing te werk. · Sterk fokus op taak-eienaarskap en uitvoering. · Uitsonderlike aandag aan detail. Is jy n ervare versekeringsadministrateur wat gereed is om volle eienaarskap in n professionele boetiekpraktyk te neem? Doen nou aansoek ons sien uit daarna om jou te ontmoet! )