Portfolio Administrator

1 week ago
Gauteng, South Africa BA Personnel Full-time

Introduction

BA Personnel is a trusted Executive Principal Talent Specialist Company with a proven track record in identifying, attracting, and securing exceptional talent for niche, specialist, and leadership appointments across South Africa and international markets. Leveraging deep industry expertise, extensive executive networks, and a consultative search methodology, we deliver strategically aligned talent solutions that enable organisations to achieve sustainable growth and competitive advantage. Our reputation is founded on representing high-calibre professionals who possess the leadership capability, technical expertise, and commercial acumen to create lasting business value.

The Portfolio Administrator is responsible for the accurate administration and reconciliation of group risk schemes, including membership data, premium collections, underwriting, and compliance with contractual and regulatory requirements. This role ensures operational efficiency, client satisfaction, and adherence to service-level standards.

Bellville, Cape Town (this position is Cape Town based only).

Must also be able to work from home – own internet setup with uncapped data and at least 10 Mbps speed.

Must be able to travel to key relationship meetings as required.

 

Duties & Responsibilities

Purpose of the Job

The Portfolio Administrator is responsible for the accurate administration and reconciliation of group risk schemes, including membership data, premium collections, underwriting, and compliance with contractual and regulatory requirements. This role ensures operational efficiency, client satisfaction, and adherence to service-level standards.

Key Responsibilities

Data:

  • Ensure receipt of monthly premiums and membership data from clients and intermediaries.
  • Accurately update and maintain membership records on relevant administration platforms.
  • Reconcile membership data against premiums received for each scheme.
  • Maintain compliance with internal procedures and industry regulations (incl. PPR requirements).
  • Identify and process members exceeding Free Cover Limits, ensuring medical requirements are correctly managed.

 

Reconciliations:

  • Prepare and issue monthly premium reconciliations to clients, highlighting discrepancies.
  • Perform credit control checks and follow up for over and underpayments.
  • Follow PPR15 processes by informing clients of non-payment within specified deadline.

 

Medicals

  • On a monthly basis identify members whose insured benefits are in excess of the Medical Free Cover Limit on each scheme
  • Process medical requests immediately in terms of guidelines
  • Ensure data records are always correct with regards to members whose insured benefits are in excess of the Medical Free Cover Limit on each scheme
  • Maintain updated medicals workflow system

 

General

  • Attend to all other client requests (benefit statements, conversion options, monthly billings etc.)
  • Ensure the divisional renewals team is provided with information required to do the annual renewals on the schemes
  • Assist (as and when required) the divisional finance team to ensure that the client reconciliations of premiums due and received are updated correctly
  • Ensure accurate reporting to internal management and stakeholders.
  • Adhere to governance, risk, and compliance requirements within the financial services sector.

 

Desired Experience & Qualification

Education/Qualification requirements

  • Matric
  • Relevant tertiary qualification in Business, Finance, or Employee Benefits (advantageous).
  • Minimum 3–5 years’ experience in Group Risk / Employee Benefits administration.
  • Solid understanding of the Risk Benefit and Financial Services industry

 

Skills and Knowledge requirements

Skills

  • Highly Computer literate and thorough knowledge of Excel and its application
  • Analytical and accounting inclined.
  • Strong administrative and organisational skills.
  • Excellent problem-solving ability.
  • Strong communication skills.
  • Ability to manage resources effectively to meet service levels.
  • Professional independence and assertiveness.

 

Knowledge

  • Thorough knowledge of Risk Benefits & Employee Benefit Industry
  • Extensive work experience and knowledge linked to the Risk Benefit Industry
  • Understanding of the Financial Services Industry

 

Key Attributes

  • Integrity: Ethical, truthful, and governance-oriented.
  • Interdependence: Works collaboratively across the service delivery chain.
  • Client Focus: Always acts in the best interest of clients and stakeholders.
  • Organisational Awareness: Understands and aligns with business goals.
  • Teamwork: Works cooperatively to achieve shared results.
  • Impact and Influence: Persuasive and effective communicator.
  • Fairness: Consistent in dealing with others.
  • Professional Work Ethic: Diligent, competent, confidential, and reliable.
  • Self-Managed: Able to work independently without constant supervision.

 

Key Competencies

  • Ability to interact with staff at all levels, from junior to senior.
  • Ability to work effectively under pressure.
  • Self-driven, dynamic, confident, and proactive with a client-focused mindset.

Interested?

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