Insurance Policy Administrator
$18,000–$20,000 year
On-siteParkhurst, Gauteng, South Africa
Job Summary
Manage the full end-to-end policy administration lifecycle, including acceptances, amendments, and cancellations across personal, commercial, health, life, and investment products. Act as the core administrative liaison with major insurers like Santam, Momentum, Discovery, and Old Mutual, navigating their backend systems to maintain pristine client portfolios. Deliver flawless record-keeping, database tracking, and client documentation while accurately presenting policy information when required. Work 07:30 to 16:30 in a collaborative boutique firm dedicated to championing client rights, with a clear progression pathway toward becoming a Junior Financial Advisor.
Required Qualifications
- Matric
- Minimum of 2 years' dedicated experience in a Portfolio Administration role
- Proven track record in administering short-term, long-term, health insurance, and investment products
- Hands-on technical proficiency with insurer portals
- Proficiency with Santam (Policy Centre)
- Proficiency with Momentum (VIA)
- Proficiency with Discovery (Advice 360)
- Proficiency with Old Mutual Insure (MyOMInsure)
- Highly proficient across the Microsoft Office Suite (Outlook, Word, Excel, Teams)
- Excellent written and verbal communication skills
- High attention to detail
- Team-oriented mindset
- Warm, compassionate, and helpful personality
Desired Qualifications
- RE5 certificate
- Additional industry-specific certifications
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