Vacancy - Long Term Insurance Administrator

An Independent Broker in Melkbosstrand has an opportunity on the west coast of Cape Town for a pro-active Long Term Insurance Administrator with aspirations to grow and who will complement our small, value-driven

team.

Key Responsibilities:

Responsible for the implementation and improvement of current processes/

procedures that ensure the expedition to finalisation of all new and servicing

business, you will:

· Submit new and servicing business electronically;

· Follow the new business and underwriting processes through to finalisation of all new client relationships & the on-going servicing of existing client

relationships;

· Conform to and ensure all FAIS/FICA/RDR compliance processes are

adhered to;

· Ensure all filing both hardcopy and electronically is kept up-to-date, and all data is backed-up according to office protocol;

· Maintain production statistics;

· Handle all additional duties related to the general office/business management as you develop into the job;

· Maintain good relationships with pension/provident fund employers &

members;

· Process the monthly billing, additions/withdrawals/claims for pension and

provident funds.

Qualifications:

· Matric and RE 5 exams. A non-negotiable RE 5 can be completed after an

offer has been made;

· 3-5 years previous, successful administrative experience within the financial services industry;

· Fluency in English and Afrikaans.

· Skill in all Microsoft computer packages as well as any industry related

computer programmes;

Experience with Avalon is advantageous, but not essential.

Remuneration is commensurate with experience. Please do not submit a CV if you don't meet the experience requirements.

Please contact admin2@finpreneur.co.za for an application form. If you do not hear from us within 21 days from application, then accept that the application was unsuccessful.