Reports to: Operations Manager / Compliance Manager
Location: Bryanston, JHB.
Type: Full-time
Email: nonceba@iisa.co.za
Role Overview
We are seeking an experienced Insurance Administrator with a valid RE5 certification and strong background in short-term insurance. The successful candidate will be responsible for administering client policies, ensuring compliance with regulatory requirements, maintaining accurate records, and supporting the sales and servicing teams to deliver excellent customer service.
Key Responsibilities
- Policy Administration: Process new business applications, policy amendments, cancellations, and renewals. Capture and update client information accurately. Prepare and distribute policy schedules, certificates, and endorsements.
- Claims Administration: Assist clients with claim submissions, documentation, and follow-up. Liaise with insurers, assessors, and clients to ensure efficient claims settlement.
- Compliance & Regulatory Requirements: Ensure compliance with FAIS, FICA, and industry regulations. Maintain accurate records and assist with audits, reporting, and statutory submissions.
- Client Servicing: Handle client queries promptly and professionally. Provide policy advice within scope of non-advisory administration. Support client retention by delivering excellent service.
- Operational Support: Work closely with brokers, underwriters, and insurers. Assist with reports, reconciliations, and documentation. Support sales teams with administration and follow-ups.
Qualifications & Experience
- Mandatory: RE5 Certification (Representative Exam).
- Essential: Minimum of 2-3 years' experience in short-term insurance administration.
- Matric (Grade 12) required; NQF 4/5 in Short-Term Insurance advantageous.
- Computer literacy (MS Office; insurance systems like Tial, Cardinal, etc.).
Skills & Competencies
- Knowledge of short-term insurance products, processes, and legislation.
- Excellent administrative and organisational skills.
- High attention to detail and accuracy.
- Ability to work under pressure and meet deadlines.
- Strong written and verbal communication skills.
- Customer-focused, professional attitude.
- Problem-solving and critical-thinking skills.
Personal Attributes
- Ethical and compliance driven.
- Proactive and self-motivated.
- Team player with strong interpersonal skills.
- Reliable and trustworthy.
Performance Indicators
- Accuracy and timeliness of policy processing.
- Compliance with regulatory and internal requirements.
- Client satisfaction and retention.
- Effective support to sales and claims teams.