Financial Advisor Administrator

2 weeks ago

Cape Town, South Africa JenRecruitment Full time

Financial Advisor Administrator is responsible for providing administrative support to brokers and the broader team. This role ensures the smooth operation of daily tasks related to client accounts, policy processing, and data management. The Broker Administrator plays a key part in maintaining accurate records, assisting with client inquiries, and supporting compliance with regulatory standards.

Key Responsibilities:

Account Management:

  • Process new client accounts and ensure that all documentation is up-to-date and compliant with relevant regulations.
  • Maintain accurate records of client policies, premiums, claims, and other related data.
  • Update and track client account information in the CRM and other database systems.

Policy Processing:

  • Assist in the preparation, processing, and issuance of insurance policies, renewals, and endorsements.
  • Liaise with underwriters, insurers, and clients to ensure the timely and accurate processing of policies and claims.
  • Review policy documents for accuracy and compliance with client requirements.

Data Entry & Reporting:

  • Maintain accurate and up-to-date records in relevant systems, including CRM and insurance platforms.
  • Prepare and submit regular reports on policy status, claims, and other metrics as requested by brokers or management.
  • Assist in generating and reviewing performance data, providing insights into business trends and client needs.

Client Liaison & Support:

  • Provide support to brokers in handling client inquiries, ensuring timely and professional communication.
  • Act as the point of contact for clients seeking clarification on policy terms, claims status, or any other concerns.
  • Support the renewal process by preparing renewal documentation and communicating with clients to gather necessary information.

Compliance & Documentation:

  • Ensure that all processes are compliant with industry regulations, company procedures, and internal controls.
  • Maintain and update client and policy records to ensure accuracy, confidentiality, and integrity.
  • Assist in audits and prepare documentation for compliance reviews.

Administrative Support:

  • Assist brokers with administrative tasks, including scheduling meetings, managing correspondence, and preparing presentations.
  • Organize and maintain filing systems, both physical and digital, to ensure easy access to important documents.
  • Coordinate meetings, events, and other administrative tasks as required.

Training & Development:

  • Stay updated on industry trends, new regulations, and company policies.
  • Participate in training sessions to enhance knowledge of the insurance industry and relevant tools.

Required Skills & Qualifications:

Education:

  • A high school diploma or equivalent is required; a degree in business, finance, or a related field is preferred.

Experience:

  • Previous administrative experience, ideally in an insurance or financial services environment.
  • Familiarity with insurance policies, underwriting, is a plus.
  • Experience with CRM systems and insurance platforms is highly desirable.

Skills:

  • Strong organizational skills and attention to detail.
  • Excellent written and verbal communication skills.
  • Proficient in Microsoft Office Suite (Word, Excel, PowerPoint) and experience with CRM systems.
  • Ability to handle confidential information with discretion and professionalism.
  • Problem-solving skills and a proactive approach to tasks.

Personal Attributes:

  • Afrikaans first language, English second language
  • Strong work ethic and the ability to work under pressure.
  • A team player with a collaborative attitude.
  • Ability to manage multiple tasks and priorities effectively.

Desirable Skills:

  • Understanding of relevant insurance regulations and industry standards.
  • Previous experience in customer service or client-facing roles.
  • Familiarity with accounting or financial documentation.

Working Conditions:

  • Standard office hours, Monday to Friday.
  • Flexibility may be required during peak periods.

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