Insurance Services Coordinator

2 days ago


Bloemfontein, Orange Free State, South Africa Santam Full time

Overview:

The successful candidate will have a strong background in finance and administration, with experience in managing client records and providing exceptional customer service.

Responsibilities:

  • Handle administrative tasks related to life insurance and investment products
  • Process applications, claims, and policy updates efficiently
  • Manage client records, documentation, and compliance requirements
  • Liaise with Financial Advisors, clients, and service providers
  • Ensure accuracy in data capturing and reporting

Requirements:

  • Minimum 3 years of experience in an administrative role within the life insurance and investment industry
  • Strong understanding of financial products, policies, and procedures
  • Excellent organizational and time-management abilities
  • Strong attention to detail and accuracy
  • Proficient in Microsoft Office (Excel, Word, Outlook)
  • Good communication and interpersonal skills
  • Ability to work independently and as part of a team

What We Offer:

  • A dynamic and supportive work environment
  • Ongoing training and development opportunities
  • A competitive salary package


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