Long-Term Insurance & Investment Administrator

Reference: 10980 SJ
Consultant: Sone Johnson

Job Description:

• Administration of long-term insurance policies (life, disability, severe illness, income protection)
• Administration and servicing of investment portfolios across major platforms
• Administration and servicing of medical aid and gap cover policies
• Management and processing of Employee Benefits (EB) schemes, including:
  • monthly contribution submissions
  • member updates
  • liaising with payroll departments and insurers
• Processing of:
  • new business applications
  • policy amendments
  • withdrawals and switches
  • debit order changes
  • beneficiary updates
• Liaising with insurers and platforms such as:
  • Old Mutual
  • Sanlam
  • Momentum
  • Discovery
  • Glacier / Allan Gray / similar investment platforms
• Monitoring outstanding requirements and ensuring completion of new business
• Supporting advisers with quotations and product information
• Handling client servicing requests and queries
• Maintaining accurate records and documentation in accordance with FAIS and FICA requirements

Qualifications:

• Minimum 5–10 years’ experience in a financial advisory practice or similar environment
• Strong knowledge of:
  • Long-term insurance products
  • Investment platforms
  • Employee Benefits administration
• Experience dealing directly with insurers and investment providers
• Strong organisational and administrative skills
• Ability to work independently and manage multiple priorities
• Professional communication skills when dealing with clients and provider

How to Apply:

• Email your comprehensive CV to exceedhr@exceed.co.za.
• If you are already registered, please forward your CV and the relevant reference number to the consultant with whom you are currently registered in order to avoid duplicity on our system.
• We reserve the right to only conduct interviews with candidates of choice.
• Applicants who have not received feedback within 30 days from the closing date must please accept their application as unsuccessful.

Submit CV

---