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South Africa: Administrative Head Financial Services – PE posted by Greys Recruitment

Job Description

About the Role

Our client is seeking an Administrative Head, Financial Services, for their team in Port Elizabeth. The successful candidate will oversee the day-to-day administration of all long-term insurance products and ensure accurate and timely submission of new business, servicing requests, and claims.

Key Responsibilities

  • Oversee day-to-day administration of all long-term insurance products
  • Ensure accurate and timely submission of all new business, servicing requests, and claims
  • Manage escalations with providers and resolve complex administrative issues
  • Create, implement, and monitor internal processes and SOPs for efficiency and compliance
  • Maintain strong relationships with product providers, underwriters, and service consultants
  • Lead, mentor, and supervise the administration team
  • Allocate workloads and monitor output to ensure deadlines are met
  • Provide ongoing training on products, systems, compliance, and administrative processes

Requirements

  • Minimum 10 years’ experience in long-term insurance and investment administration
  • RE5 (mandatory)
  • Relevant industry qualification, such as NQF Level 5 or higher in Financial Planning, Wealth Management, Insurance, or related field
  • Previous experience in a supervisory role (preferred)
  • Strong knowledge of long-term insurance products and processes
  • Excellent understanding of FAIS, FICA, POPIA, and FSCA regulatory frameworks
  • Advanced administrative and organisational skills
  • Strong leadership and people-management capabilities
  • Ability to manage pressure, deadlines, and a high-volume environment
  • Excellent written and verbal communication skills
  • High attention to detail and accuracy
  • Proficiency in CRM systems, provider portals, and Microsoft Office

Qualifications

  • Formal education/certifications (if applicable)

Salary & Benefits

  • Salary details not specified

How to Apply

Click the green “Go Apply” button below to apply directly online with the employer.

About Client Services/Sales Support Jobs in South Africa

In the Client Services/Sales Support field in South Africa, job seekers can expect to find a dynamic and fast-paced work environment. Generally, this industry is characterized by a high level of competition for talent, with many organizations seeking skilled professionals to provide excellent customer service and support sales efforts.

Typically, salary ranges for Client Services/Sales Support roles in South Africa are broad and can vary greatly depending on factors such as experience, company size, and industry sector. While it’s common for entry-level positions to start at around R250 000 – R350 000 per annum, more senior roles may command salaries ranging from R500 000 – R1 000 000 per annum. However, please note that these are general estimates and actual salaries can differ significantly depending on individual circumstances.

Common skills required for Client Services/Sales Support roles include excellent communication and interpersonal skills, ability to work in a team environment, proficiency in Microsoft Office applications, strong organisational and time management skills, and attention to detail. Additionally, many successful candidates possess experience with CRM software, sales tools, or other relevant technologies. While not essential, having a degree in Marketing, Business Studies, or a related field can be beneficial for career progression.

This industry is commonly found in various sectors, including financial services, technology, manufacturing, and retail. Financial institutions often require Client Services professionals to provide support to clients and manage sales efforts, while technology companies may employ these roles to assist with customer onboarding and support. Manufacturing firms also rely on Client Services teams to develop and maintain relationships with customers.

For those interested in pursuing a career in Client Services/Sales Support, there are numerous opportunities for development and growth. Typically, professionals in this field can progress into senior roles such as sales team leader or account manager, or move into more technical positions like CRM specialist or business analyst. With experience and training, it’s common to see careers advancing to leadership positions or specialising in specific areas of expertise.


This information provides general career guidance. Actual salaries and requirements vary by employer.



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