Insurance Administrator

Recruiter:

Green Marble Recruitment Consultants

Job Ref:

JHB002356/SS

Date posted:

Thursday, September 11, 2025

Location:

Pretoria, South Africa

Salary:

200000 Annually

SUMMARY:
INSURANCE ADMINISTRATOR
PRETORIA EAST

Our client in the Investment industry is on the lookout for a sharp, detail-driven Insurance Administrator to join their dynamic team! This is a fantastic opportunity to grow within a respected financial services environment.
Non-negotiable requirements:

RE5 or RE1
Relevant Diploma or Degree in Financial Services
Experience in Long-Term Insurance or the Investment Industry
Reside in Pretoria East or surrounding areas

Apply Now!!!

POSITION INFO:
Minimum Requirements:

Matric
RE5 or RE1
NQF 5 or NQF 6 in financial services provider
Based in Pretoria
Experience in Long-term insurance or Investments

Duties and Responsibilities:
Individual should have experience with the following:

Client onboarding
Information retrieval and processing, Data Entry and Record-Keeping
Regulatory Compliance

Risk Rating
Verification
Client file compilation

Continuous client management, meeting coordination, diary management.
General administrative support to Financial Advisors and Executives:

Filing of documents
File compilations
Shredding of documents
Rind-binding documents

New Business Submissions
Claims: Short-term Insurance claims, Long-term Insurance claims.
Death Claims: Long-term Insurance and Investment.
Withdrawals of Investment products: Full, partial, two-pot withdrawals.
Transfers: Section 14 Transfers, Section 37 Transfers.
Drafting and maintaining reports.
Drafting and maintaining registers: New Business, Prospective Clients, Reversals, Not Proceeded.

Beneficial Experiences:

Short-term Insurance/ Long-term Insurance/ Investments
Business Assurance- Exposure to Buy and Sell Agreements
Exposure to Wills, Testaments and Estates

Beneficial Technical Experiences:

- CommSpace
- Iress- XPlan
- Astute
- Ninety One Investment Platform
- Liberty Blueprint
- Discovery Advisor360 / Discovery DIT
- PPS PRO-Fit
- Momentum Via
- Hollard Lifezone

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