iMasFinance
JOB PURPOSE
To provide comprehensive administrative and customer service support to the Life Insurance team, ensuring smooth departmental operations. The successful candidate will collaborate closely with the Financial Advisory Services team within the Nelspruit branch providing support to the Provincial Sales Managers (PSMs), Financial Advisors (FAs), and Independent Contractor (Brokers) to deliver high-quality service to policyholders and uphold compliance standards.
JOB OUTPUT
Client Services
Handle member queries including refunds, claims, premium and policy adjustments, cancellations, and amendments.
Deliver outstanding customer service to maintain and enhance policyholder satisfaction and retention.
General Administration
Perform day-to-day administrative tasks to support the team’s operations.
Assist with document management and correspondence Processing New Business
Receive, register, and submit new business documentation to the insurer.
Conduct quality assurance checks on all new business applications to ensure accuracy and compliance.
Retention and Conservation
Engage in proactive communication with members to retain policies and reduce lapses.
Support policy conservation initiatives.
Compliance and Risk Management
Adhere to FSCA regulations and internal company policies.
Execute required actions to mitigate fraud and operational risk within specified timeframes.
Document Management
Scan and electronically archive new business and client service documents using FAS.
Back Office Support
Provide administrative and operational support to PSMs, FAs, and brokers.
Reporting
Compile and submit weekly and monthly reports as required by management.
QUALIFICATIONS & EXPERIENCE:
National Senior Certificate/Senior Certificate (Matric) (Required)
FAIS credits on NQF Level 4 (Advantageous)
Higher Certificate, Diploma or Degree in Business Administration (advantageous)
RE5 (Representative Exam) certification (Advantageous)
1–2 years’ experience in a Contact Centre, preferably in life insurance administration.
KNOWLEDGE & SKILLS
Proficient in MS Office (Word, Excel, Outlook)
Strong time management and organizational abilities
High attention to detail and accuracy
Excellent customer service and problem-solving skills
Clear verbal and written communication
Strong interpersonal and relationship-building skills
Persuasive negotiation abilities
Deadline:15th August,2025
Apply via company website ( ) or
imasinsurancebrokers.simplify.hr