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Financial Administrator â?? Paarl
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9 days ago40 views
General Details
Location:
Advertised By:Agency
Company Name:Executive Placements
Job Type:Full-Time
1
This role supports the Personal Underwriting team by handling administrative tasks and maintaining client documentation. The ideal candidate will manage data entry, file organization, and assist with client communications. A strong focus on accuracy, confidentiality, and task prioritization is key to succeeding in this role. This position plays a vital role in helping the team operate smoothly and deliver efficient service to clients.Key ResponsibilitiesProvide daily administrative support to Personal UnderwritersPrepare and manage underwriting documentation and client filesMaintain up-to-date policy records with a high degree of accuracyCapture and update client data and underwriting informationAssist with managing inbound client queries and documentation follow-upsEnsure all administrative processes align with internal policies and service standardsOrganize digital and hard copy files for quick access and regulatory complianceSupport the underwriters in coordinating task deadlines and client interactionsMonitor outstanding documents and assist in obtaining necessary informationMaintain confidentiality and data protection standards at all timesLiaise with internal departments as required to ensure client service continuityAssist in general departmental administration as assignedKey AttributesExceptional attention to detailProactive and self-managedService-oriented with strong communication skillsReliable and organized multitaskerCollaborative team mindsetRequirementsMatric (Non-negotiable) Own vehicle and valid drivers licensePrevious administrative experience in a professional setting (insurance experience advantageous)Computer literacy with accurate data entry skillsKnowledge of the insurance industry or NQF Level 4 / RE5 certification (Advantageous) RemunerationMarket-related salary based on experience**Only shortlisted candidates will be contacted**
https://www.jobplacements.com/Jobs/P/Personal-Underwriting-Assistant-1186030-Job-Search-12-03-2025-00-00-00-AM.asp?sid=gumtree
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