Client Administration Officer â Insurance

2 weeks ago


Bellville, South Africa Time Personnel Full time

**REQUIREMENTS**
- Matric, NQF level 5 or 6 with business/administration/long-term insurance background
- 3-5 years administration experience within the long-term insurance industry
- 3-5 years 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 clients
- Effective communication skills written and spoken
- Good computer skills word and excel
- Knowledge of the long-term insurance industry and onboarding procedures
- Diligent and meticulous

**DUTIES**
- 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 correspond 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
- General administration duties required

**Salary**: R16,500 negotiable dependent on experience

Join us on
**SOCIAL MEDIA **or visit our
**WEBSITE **for more information. See links below.



  • 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...


  • Bellville, Western Cape, South Africa Delfin Financial Advisors Full time

    Company DescriptionDelfin Financial Advisors, based in Tyger Waterfront, Bellville, is a holistic financial planning company founded in 2001. The company focuses on demystifying financial matters for clients, providing clarity, and building strong, lifelong relationships to ensure clients' financial well-being is cared for.Role DescriptionThis is a full-time...


  • Bellville, South Africa Sanlam Full time

    **What will you do?** - Santam’s Client Care Department has a position available for a **Client Care Administrative Consultant**. The position will be based at **Santam** in **Bellville, Cape Town.** **What will you do?** The Client Care Administrative Consultant will provide support of a complaints administrative nature and assist the Santam Client Care...


  • Bellville, South Africa Santam Full time

    What will you do? Santam’s Client Care Department has a position available for an Administrative Assistan t (JG10). The position will be based at Santam in Bellville, Cape Town. What will you do? The Administrator will provide support of a complaints administrative nature to the Santam Client Care Department. This will range from complex to simple...


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

    Stay safe online. Now more than ever it's important to be cybersafe. See Santam's tips to help you stay safe online. Learn more.Santam is the market leader in the general insurance industry in Southern Africa. We are a large, diversified, expanding and transforming company and whilst based in South Africa, we are rapidly moving into a number of emerging...


  • Bellville, South Africa Momentum Corporate Full time

    **Introduction** Through our client-facing brands Metropolitan and Momentum, with Multiply (wellness and rewards programme), and our other specialist brands, including Guardrisk and Eris Property Group, the group enables business and people from all walks of life to achieve their financial goals and life aspirations. **Additional Information**: This role...


  • Bellville, South Africa Santam Full time

    What will you do? A position exists at Santam Head Office in Cape Town in the UW Risk Management for a Administration Officer: Risk Management. What will make you successful in this role? The role is responsible to provide support in policy administration (i.e. flood actions and review of previous flood actions (mop ups)), risk data integration with...


  • Bellville, South Africa JSM Business Services Full time

    Our client based in Bellville, Western Cape would like to appoint a Claims Assessor who would be responsible to handle the full process of receiving the claim from the client up until the payment to settle the insurance claim has been effected. They operate in the insurance industry and at least 2 years' relevant experience is required. If in credit life...

  • Insurance Consultant

    3 weeks ago


    Bellville, South Africa Santam Full time

    Who are we? Santam is the market leader in the general insurance industry in Southern Africa. We are a large, diversified, expanding and transforming company and whilst based in South Africa, we are rapidly moving into a number of emerging markets, both in Africa and Asia. Our success is rooted in our passion for our clients and everything we do is centred...

  • Insurance Consultant

    16 hours ago


    Bellville, South Africa Santam Full time

    Who are we? Santam is the market leader in the general insurance industry in Southern Africa. We are a large, diversified, expanding and transforming company and whilst based in South Africa, we are rapidly moving into a number of emerging markets, both in Africa and Asia. Our success is rooted in our passion for our clients and everything we do is centred...


  • Bellville, South Africa BuddyCentral Management Full time

    Are you a detail-oriented go-getter with a knack for keeping things running smoothly? At BrokerBuddy, we’re looking for an Administrative Support Specialist to help keep our underwriting operations efficient, accurate, and hassle-free! Office based: 8am - 5pm Purpose of the Role ( What You’ll Be Doing ): - Admin Extraordinaire: Handle underwriting...


  • Bellville, South Africa Santam Full time

    Who are we? Santam is the market leader in the general insurance industry in Southern Africa. We are a large, diversified, expanding and transforming company and whilst based in South Africa, we are rapidly moving into a number of emerging markets, both in Africa and Asia. Our success is rooted in our passion for our clients and everything we do is centred...


  • Bellville, South Africa Santam Full time

    Who are we? Santam is the market leader in the general insurance industry in Southern Africa. We are a large, diversified, expanding and transforming company and whilst based in South Africa, we are rapidly moving into a number of emerging markets, both in Africa and Asia. Our success is rooted in our passion for our clients and everything we do is centred...


  • Bellville, South Africa Helderberg Personnel Full time

    A rapidly growing and dynamic company in Bellville requires the services of a Client Services Administrator who will provide client support services in an accurate and timely fashion to their external and internal clients and to maintain a high level of professionalism and competence in every client interaction. administrator|client service...


  • Bellville, South Africa Helderberg Personnel Full time

    A rapidly growing and dynamic company in Bellville requires the services of a Client Services Administrator who will provide client support services in an accurate and timely fashion to their external and internal clients and to maintain a high level of professionalism and competence in every client interaction. administrator|client services|customer...


  • Bellville, South Africa PSG Wealth Financial Planning Full time

    Job description: The Administrative Assistant is primarily responsible for performing after sales service offering to customers, thereby contributing to the ongoing customer relationship. The focus of the role is to provide quality service and maximise customer retention and referral, in line with the Practice Service model and Procedures. The role needs...

  • Insurance Consultant

    3 weeks ago


    Bellville, South Africa Santam Full time

    Who are we? Santam is the market leader in the general insurance industry in Southern Africa. We are a large, diversified, expanding and transforming company and whilst based in South Africa, we are rapidly moving into a number of emerging markets, both in Africa and Asia. Our success is rooted in our passion for our clients and everything we do is centred...


  • Bellville, South Africa Santam Full time

    Who are we? Santam is the market leader in the general insurance industry in Southern Africa. We are a large, diversified, expanding and transforming company and whilst based in South Africa, we are rapidly moving into a number of emerging markets, both in Africa and Asia. Our success is rooted in our passion for our clients and everything we do is centred...


  • Bellville, South Africa Sanlam Full time

    **Who are we?** Sanlam, is dedicated to supporting, growing and empowering clients with affordable, easy and suitable solutions, primarily through face-to-face intermediary channels, but also directly. We have approximately 2,000 tied advisers and 2,000 supporting independent brokers, all dedicated to meet the financial needs of our clients. Our vision: We...


  • Bellville, South Africa Momentum Corporate Full time

    **Introduction** Through our client-facing brands Metropolitan and Momentum, with Multiply (wellness and rewards programme), and our other specialist brands, including Guardrisk and Eris Property Group, the group enables business and people from all walks of life to achieve their financial goals and life aspirations. **Role Purpose** Provide quick and...