Client Administration Officer

3 weeks ago


Bellville, South Africa African Unity Life Ltd Full time

An authorised financial services provider, operating within the long-term insurance industry in South Africa, requires the services of a **Client Administration Officer** in **Bellville**.

**Tasks and responsibilities will include, but not be limited to**:

- Onboard all new group schemes and individual policy groups
- Ensure that the due diligence process and compliance requirements are adhered to
- Complete all workbench tasks (e.g., scheme cancellations) as required and ensure the workbench is updated timeously
- Liaise with the administration and compliance department regarding agreements, marketing material and other relevant documents and information to ensure clients are provided with updated agreements that corresponds to relevant master policies/product specification documents that are put in place.
- Ensure all new clients receive welcome packs
- Monitor and maintain the onboarding dashboard and provide progress feedback to management.
- Liaise with clients to request documents and information and assist with the arrangement regarding the signing of contracts both internally and externally.

**Requirements**:
Qualification:

- Matric
- NQF level 5 or 6 with a background in business/administration/long-term insurance required.

Experience needed
- 3-5 years administration experience within the long-term insurance industry
- 3-5 customer service experience

Required Knowledge and skills
- Ability to work under immense pressure - good time management / planning skills
- Good interpersonal skills - dealing with staff and client
- Effective communication skills - written and spoken
- Good computer skills - word and excel
- Knowledge of long-term insurance industry and onboarding procedures
- Diligent and meticulous.

**Job Types**: Full-time, Permanent

Ability to commute/relocate:

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

**Education**:

- Certificate (required)

**Experience**:

- administration within the long-term insurance industry: 3 years (required)
- customer service: 3 years (required)



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