Life Investments Administrator

Our client in the **Financial and** **Insurance Industry** is currently recruiting for a _**Short-Term Administrator**_ to support the smooth running of offices by carrying out clerical tasks and projects.

**Role and Responsibilities**
- Provide assistance to brokers in obtaining the quotes they require
- Ensure quotes are accurate and agree with client information provided by the broker and/or the client. Load client information into the necessary systems.
- Ensure that all parties receive the necessary feedback. (i.e. client and brokers on the status of the request)
- As the primary responsible person, maintain accountability for all client requests received to ensure that SLAs are met in a professional manner.
- Ensure that client data meets the requirements of FICA
- Maintain all correspondence on and in accordance with prescribed systems and/or procedures
- Provide assistance to brokers in meeting compliance requirements
- Ensure that client records are created and updated with a focus on data quality and quantity
- Maintain a continuous update of the client database
- Send daily birthday reminders to clients and SMS messages when necessary
- Follow up with the broker regarding outstanding client information or compliance requirements
- Review/renewal reminders should be sent to financial advisers on a monthly basis
- Identify review dates in order to assist brokers in reviewing customer bases on an annual basis
- Ensure that brokers are reminded of upcoming reviews and renewals.
- Ensure that all processes are executed on WorkPool and completed within the specified timeframe
- Ensure that all follow-up tasks are completed on a daily basis and that feedback is documented
- Ensure that all fields are filled out and that all information is true and accurate in order to enable the compilation of reports
- Ensure that all tasks are completed on time or within the service level agreement
- Make sure Workpool is checked daily and that any compliance issues are addressed
- Communicate weekly with brokers regarding tasks that are pending (in progress)
- Ensure that the clients' (advisers') experience with regard to service is satisfactory
- Ensure that advisers are treated as clients
- Manage adviser expectations in accordance with the Memorandum of Understanding (Annexure A) and selected service model in accordance with the Adviser Agreement

**Qualifications and Education Requirements**
- RE5 - WOULD BE GREAT
- 1-2 years’ relevant Healthcare Administration work experience
- Strong administrative skills
- Systems, policy, and industry knowledge
- Proficient in both spoken and written English, and Afrikaans
- Computer literacy (MS Office)

**Salary**: R15,000.00 - R20,000.00 per month

Ability to commute/relocate:

- Durbanville, Western Cape: Reliably commute or planning to relocate before starting work (required)

**Experience**:

- Administrative office procedures, practices and equipment: 3 years (preferred)