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Financial Product Manager

7 days ago

Bloemfontein, Orange Free State, South Africa Santam Full time

About Santam:

We are a leading insurance company seeking an experienced Financial Product Manager to join our team.

Job Summary:

The successful candidate will be responsible for handling administrative tasks related to life insurance and investment products, processing applications and claims, and managing client records and compliance requirements.

Main 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