Introduction
A reputable and expanding multinational Financial Services firm operating within the insurance sector is looking to appoint an Admin & Underwriting Assistant to join their dynamic team. This role involves a range of administrative and underwriting support functions including data capturing, client onboarding, policy lifecycle management (from activation to cancellation), and reporting. The position offers excellent growth potential and a clear path toward a long-term career in the industry.
Key Responsibilities
- Ensure accurate and timely data capturing and product activation, verifying completeness and correctness of all information, and sourcing any missing details within specified deadlines
- Compile and dispatch comprehensive Welcome Packs for clients, outlining policy details and managing the process from activation to final reporting
- Generate and distribute daily, weekly, and monthly reports as required
- Follow up with clients to ensure timely and correct submission of data
- Maintain effective communication and coordination with clients and internal stakeholders
- Meet performance standards and deadlines consistently
- Perform ad hoc duties as needed, including reception relief
Qualifications & Experience
- Matric (Grade 12) and RE5 (Regulatory Exam) are minimum requirements
- Experience using Excel and insurance management systems (particularly in short-term insurance) is highly advantageous
- Insurance-related qualifications or training will be beneficial
- Must be willing to work overtime when necessary to meet deadlines
- Successful candidates will need to consent to a full background verification including education, employment, credit, criminal, and legal right-to-work checks
Ideal Candidate Profile
- A self-motivated team player who is also capable of working independently
- Strong numerical ability and exceptional attention to detail
- Proactive, inquisitive, and eager to learn and grow within the organization
- Able to work effectively under pressure and in a fast-paced environment
- Demonstrates a strong commitment to Treating Customers Fairly (TCF)
- Excellent communication skills, both verbal and written
- Organised, results-driven, and dependable
- Willing to go the extra mile to exceed expectations
Reporting Line:
Reports directly to the Underwriting Manager
Package & Remuneration
- Working Hours: 08:30 – 17:00
- Leave: 15 days of annual leave per year
- Benefits: Retirement Annuity and Medical Aid (upon permanent employment)
- Contract: Initial 3-month contract with potential to become permanent based on performance
- Salary: R14,000 – R17,000 (Cost to Company, negotiable based on experience and qualifications)
Note: This is a full-time, on-site position. Remote or hybrid work options are not available.
