JOB PURPOSE \u00a0<\/p>\n
\tTo 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.<\/p>\n
JOB OUTPUT
\nClient Services<\/p>\n
\tHandle member queries including refunds, claims, premium and policy adjustments, cancellations, and amendments.
\n\tDeliver outstanding customer service to maintain and enhance policyholder satisfaction and retention.<\/p>\n
General Administration<\/p>\n
\tPerform day-to-day administrative tasks to support the team\u2019s operations.
\n\tAssist with document management and correspondence Processing New Business
\n\tReceive, register, and submit new business documentation to the insurer.
\n\tConduct quality assurance checks on all new business applications to ensure accuracy and compliance.<\/p>\n
Retention and Conservation<\/p>\n
\tEngage in proactive communication with members to retain policies and reduce lapses.
\n\tSupport policy conservation initiatives.<\/p>\n
Compliance and Risk Management<\/p>\n
\tAdhere to FSCA regulations and internal company policies.
\n\tExecute required actions to mitigate fraud and operational risk within specified timeframes.<\/p>\n
Document Management<\/p>\n
\t\u00a0Scan and electronically archive new business and client service documents using FAS.<\/p>\n
Back Office Support<\/p>\n
\t\u00a0Provide administrative and operational support to PSMs, FAs, and brokers.<\/p>\n
Reporting<\/p>\n
\t\u00a0Compile and submit weekly and monthly reports as required by management.<\/p>\n
QUALIFICATIONS & EXPERIENCE:<\/p>\n
\tNational Senior Certificate\/Senior Certificate (Matric) (Required)
\n\tFAIS credits on NQF Level 4 (Advantageous)
\n\tHigher Certificate, Diploma or Degree in Business Administration (advantageous)
\n\tRE5 (Representative Exam) certification (Advantageous)
\n\t1\u20132 years\u2019 experience in a Contact Centre, preferably in life insurance administration.<\/p>\n
KNOWLEDGE & SKILLS<\/p>\n
\tProficient in MS Office (Word, Excel, Outlook)
\n\tStrong time management and organizational abilities
\n\tHigh attention to detail and accuracy
\n\tExcellent customer service and problem-solving skills
\n\tClear verbal and written communication
\n\tStrong interpersonal and relationship-building skills
\n\tPersuasive negotiation abilities<\/p>\n
Deadline:15th August,2025<\/p>\n
Apply via company website ( ) or<\/p>\n
imasinsurancebrokers.simplify.hr<\/p>\n
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