Are you looking for broader exposure than a traditional life-insurance administration post? In this role, you will be at the centre of systems support, client communication, monthly scheme close-offs and technical coordination with developers.
Join an established, independent financial-services business supporting a nationwide advisor network and a broad range of insurance, investment and group-risk solutions. The position is based in Menlyn, Pretoria.
Duties / Key Responsibilities
System Support & Developer Coordination
- Manage and resolve system-related queries from clients
- Investigate issues and provide timely feedback
- Work closely with internal developers to troubleshoot and resolve technical matters
- Manage system users and access rights
Client Communication & Support
- Respond to client queries via phone and email
- Provide clear, professional, and confident communication on operational and system matters
- Maintain strong client relationships
Monthly Scheme Close-Offs
- Manage and coordinate monthly premium close-off processes across multiple schemes
- Ensure all data, payments, and reports are accurate, compliant, and finalised within deadlines
- Identify discrepancies and resolve issues prior to final submission
Data Management, Administration & Compliance
- Maintain and update system data and tracking sheets
- Perform data verification, cleansing, and administration
- Ensure accuracy and integrity of data in line with regulatory and compliance requirements
- Support reporting requirements, including regulatory reporting where applicable
Financial Processing Support (Advantageous)
- Assist with payment processing, allocations, and reconciliations where required
- Support financial tracking and collection processes
- Note: Financial processing and reconciliation experience is advantageous, but not a requirement
General Operational Support
- Assist with reporting, coordination, and administrative tasks
- Support process improvements, system efficiencies, and compliance adherence
Requirements
- Strong long-term insurance industry knowledge.
- Advanced Excel skills
- Exceptional written and verbal communication in English and Afrikaans.
Education & Experience
- RE5 and Category 1.1 exposure are beneficial.
- Financial administration or reconciliation experience advantageous but not essential
Soft Skills
- Strong attention to detail, investigative thinking and a practical problem-solving approach.
- Able to prioritise calmly under pressure, manage competing deadlines and take ownership without waiting for a rescue team.
- Client-focused, organised and confident working with both operational teams and developers.
- Comfortable in a regulated, compliance-driven environment.
Remuneration
The proposed salary for the role is R25k – R28k per month – the final offer will depend on qualifications, experience and skills.
Desired Skills:
- life insurance
- wealth
- investments
- re5
- advanced excel