Insurance Administrative Officer

4 weeks ago


Cape Town, South Africa Vine Full time

Our client, a UK based company is looking for an Insurance Administrative Officer / Paraplanner to join their highly effective and professional team in Cape Town.

**Function**:
To assist financial advisors with administrative services in their investment practice based in the UK and South Africa. Take responsibility for the delivery of professional end-to-end customer services. Maintain and enhance client and team relationships.

**KEY REQUIREMENTS**:

- Proficient in spoken English.
- Excellent written English is required and report-writing skills is a necessity.
- Proven track record in dealing with clients and team management.
- Financial Services Industry work experience.

Minimums entry-level qualification equivalent to Grade 12 / NQF4 qualification.

**RECOMMENDED REQUIREMENTS**:
Financial Services Legislation: Knowledge of regulatory requirements, e.g. FICA, AML, and POPI and financial services industry environment.

**KEY RESPONSIBILITIES**:
New Business processing

Pension Investment Transfers

Conduct monthly switches to / from client funds

Monthly Financial analytics

Conduct annual re-balance of portfolios

Client liaison and organization of client meetings

Prepare and review meeting summaries for client meetings

Responsible for SA and UK Compliance Audits

Responsible for maintaining database with complete records

Managing team of administrators

Insurance renewals

**Salary: Depending on experience**

**Working from home.



  • Cape Town, Western Cape, South Africa Intellisure Insurance Brokers Full time

    Job description A bright, highly capable, organised, hardworking and adept full time Broker Support Administrator is required by a professional short term insurance brokerage based in Newlands, Cape Town.Requirements: A minimum of 10 years recent experience as a short-term insurance broker in a small office with the ability to multi-task.Extensive knowledge...


  • Cape Town, Western Cape, South Africa Vine Full time

    Our client, a UK based company is looking for an Insurance Administrative Officer / Paraplanner to join their highly effective and professional team in Cape Town.Function:To assist financial advisors with administrative services in their investment practice based in the UK and South Africa. Take responsibility for the delivery of professional end-to-end...

  • Office Manager

    2 weeks ago


    Cape Town, South Africa Leading National Insurer Full time

    **Job Title**: Office Manager - Leading National Insurer **About Us**: Join the forefront of innovation in the insurance industry with a dynamic and leading insurer committed to excellence. We are on the lookout for a **motivated Office Manager with insurance-related experience** to champion the success of our office operations. **Key...

  • Insurance Assistant

    7 days ago


    Cape Town, South Africa Finovate Full time

    Our client, a **transport and logistics** company, is looking for an **Insurance Assistant** to join their team in the **Kraaifontein **area. **Overall Function**: The overall objective of this **Insurance Assistant** role is to effectively manage and oversee the general office administration of insurance procedures. **Responsibilities and...


  • Cape Town, South Africa O'Brien Recruitment Full time

    **Role Duties and Responsibilities**: - Insurance:_ - Manage the various insurance streams processes in line with the relevant SOP. - Assist with implementation and adherence of policies related to insurance and risk. - Notify insurance broker of incidents that have occurred in line with the relevant SOP. - Work with external and internal stakeholders to...


  • Cape Town, Western Cape, South Africa Insurance Medicals Full time

    CONTRACT WORK AS AN INSURANCE TRAVEL NURSE- must reside in Cape Town area- part time and full time availability- available some weekends- must enjoy driving around and interacting with new people daily- own vehicle, laptop/PC, printer and scanner (non-negotiable)- fuel efficient vehicle (non-negotiable)- smart phone (non-negotiable)- recent experience in...

  • Insurance Assistant

    2 weeks ago


    Cape Town, Western Cape, South Africa Finovate Full time

    Our client, a transport and logistics company, is looking for an Insurance Assistant to join their team in the Kraaifontein area.Overall Function:The overall objective of this Insurance Assistant role is to effectively manage and oversee thegeneral office administration of insurance procedures.Responsibilities and Duties:Administration Duties such as: Data...


  • Cape Town, South Africa Star Personnel Recruitment Full time

    Our client, an elite urban property developer, is looking for an office and operations administrator. This role is customer facing and will be responsible for overseeing all administrative office related tasks. This is a fulltime, in-office role, based in the Atlantic Seaboard. **Responsibilities**: Operational Support Stationery management Own the team...


  • Cape Town, South Africa SIB Capegro Insurance Brokers cc Full time

    **BROKER ASSISTANT- SHORT TERM INSURANCE** Established Brokerage based in the southern suburbs require an enthusiastic commercial underwriter and claims administrator. **Minimum requirements**: Grade 12 FAIS and RE compliancy essential Excellent interpersonal and communication skills Experience in Commercial underwriting and claims Up to date on Class...


  • Cape Town, South Africa The Recruitment Council Full time

    Position : Short term Insurance underwriting administratorOur client is looking for an underwriting administrator in the Somerset west area. The individual must be committed and driven with experience in the insurance industry.Short-term only, mainly commercialTransportMarineLogisticsSpecialised RiskRequirements :MatricRE5Fais compliant


  • Cape Town, South Africa Tracker South Africa Full time

    **Listing reference**: track_001007 **Listing status**: Online **Position summary**: **Industry**:IT & Internet**Job category**:Insurance Management and Administration**Location**:Cape Town**Contract**:Permanent**Remuneration**:Market Related**EE position**:Yes**Introduction**: Tracker’s Sales Department requires a dynamic, resilient, self-motivated...


  • Cape Town, Western Cape, South Africa Exclusively Remote Full time

    This is a 100% Remote PositionOur client, an Insurance provider, based in the USA is searching for an admin assistant with social media management experience to work remotely. The company offers insurance to large companies for the contents of shipping containers.Description:Requirements: Preferably a background in insurance Customer focused Excellent...

  • Office Administrator

    2 weeks ago


    Cape Town, Western Cape, South Africa ASISA Academy Full time

    ASISA ACADEMYOFFICE ADMINISTRATOR ROLE DESCRIPTIONCONTEXTThe ASISA Academy is a business school in which high quality solutions are created, evolved and delivered to meet the practical learning and development needs of South African Savings, Insurance and InvestmentManagement organisations and their clients and to achieve broader, more meaningful and...

  • Office Administrator

    2 weeks ago


    Cape Town, Western Cape, South Africa The HRMAC Full time

    MAIN PURPOSE:To provide administrative support to the operations department and act as direct liaison between customers and the organisation.Key Performance Areas:preparing documents. Maintaining and managing general office files. Producing quotations and invoices timeously and accurately. Ensure the timeous recording of sales invoices. Ensure that cash and...


  • Cape Town, Western Cape, South Africa Santam Insurance Full time

    Job Description:This career opportunity is available at Echelon a division of Santam for a Personal Lines Underwriter.(ads1)Job Responsibilities:Endorsements to existing businessIssuing of new businessCancellations & Retention of businessCapturing of new quotesMonthly multi-claimant actionRenewalsWeekly Corrective ActionQuote follow upsAmendments to existing...

  • Clerk: Insurance

    3 weeks ago


    Cape Town, South Africa Ackermans Full time

    **Job Advert**: Ackermans has an opportunity as Insurance Clerk! Part of the Finance Department, this role will be responsible to administer the full process for insurance and all other administrative functions within the team. Reporting to the Finance Manager: Treasury & Insurance, this role will be based at our Support Centre in Kuils...


  • Cape Town, Western Cape, South Africa Career Circuit Full time

    Responsibilities:Grow sales via Insurance intermediaries.Promote company products to the Insurance Industry.Provide on-going product information to a portfolio of brokers/administrators/ underwriters.Implement and manage incentive programmes/marketing opportunities.Regular training to Insurance Intermediary staff on all products and services.Weekly/monthly...


  • Cape Town, Western Cape, South Africa SIB Capegro Insurance Brokers cc Full time

    BROKER ASSISTANT- SHORT TERM INSURANCEEstablished Brokerage based in the southern suburbs require an enthusiastic commercial underwriter and claims administrator.Minimum requirements:Grade 12FAIS and RE compliancy essentialExcellent interpersonal and communication skillsExperience in Commercial underwriting and claimsUp to date on Class of Business Training...

  • Office Administrator

    3 weeks ago


    Cape Town, South Africa ASISA Academy Full time

    **ASISA ACADEMY** **OFFICE ADMINISTRATOR ROLE DESCRIPTION** **CONTEXT** The ASISA Academy is a business school in which high quality solutions are created, evolved and delivered to meet the practical learning and development needs of South African Savings, Insurance and Investment Management organisations and their clients and to achieve broader, more...


  • Cape Town, Western Cape, South Africa Jobking Full time

    Company-RBSReference # Contract Type-PermanentSalary-Market RelatedIntroductionRBS is one of the largest fully fledged financial services advisory firms in Southern Africa. Our services cover a broad spectrum of needs including Insurance Broking, Risk Management, Corporate Risk Advisors, Employee Benefit Administrators and Consultants, and Health and Wealth...