Intermediary Administrative Assistant

SUMMARY:
Ready to Redefine the Future of Insurance?

POSITION INFO:

Purpose of the Role:

At Dis-Chem Life, our massive transformative purpose is to become South Africa’s most trusted and accessible life insurance partner. As we scale and innovate, the success of our broker and intermediary partnerships is fundamental to our growth. This role has been created to anchor and enable that success.

The Administrative Assistant will act as the right hand, trusted executor, and operational force behind our Senior Broker Consultant. As the ears and eyes on the ground, this individual will capture critical policy data, track performance levers, manage administrative escalations, and ensure seamless communication between Dis-Chem Life and our intermediary partners.

Their support will directly empower the Broker Consultant to focus on growing our external panel into the largest and most effective intermediary force in South Africa.

Role Summary

This is not your average admin role. It’s a strategic support position designed for a meticulous, proactive, and resilient individual who thrives in high-pressure environments and has a strong grasp of insurance operations. The successful candidate will need to operate with confidentiality, urgency, and precision — acting as an enabler, problem-solver, and quality guardian.

You will play a pivotal role in delivering the best experience to our intermediaries, removing friction in our internal processes, and ensuring that the Broker Consultant is equipped with the insights and administrative firepower to make informed decisions.

Benefits:

• Opportunities for Career Advancement within one of South Africa’s fastest-growing life insurers
• Learning and Development support to build towards future team leadership
• A collaborative and performance-driven culture.

Key Responsibilities:

Policy Administration & Data Management

• Maintain accurate and complete digital records of all policy documentation and intermediary correspondence.
• Monitor outstanding requirements and drive resolution through cross-functional follow-ups.
• Work closely with the Broker Consultant to manage the full administration support lifecycle of intermediary onboarding and growth.

Communication & Relationship Management

• Act as the central communication point between intermediaries and internal departments (e.g., Ops, Finance, Compliance).
• Manage inbound queries related to onboarding progress, policy processing, commission queries, and other administrative matters.
• Maintain structured communication flows and provide real-time feedback to the Broker Consultant.

Operational & Compliance Support

• Flag and Track bottlenecks, system issues, and policy delays — and escalate when necessary.
• Ensure all administration complies with regulatory standards and internal SOPs.
• Conduct regular quality audits to maintain data integrity and contribute to internal process improvements.

Business Growth & Administrative Leadership

• As our intermediary panel grows, assist in building a high-performance admin support function.
• Contribute to team training, SOP documentation, and knowledge transfer.
• Support onboarding of new partners and coordinate with marketing/ops for partner enablement.

Technical Skills:

• Proficiency in Microsoft Excel and CRM platforms
• Familiarity with insurance administration systems
• Accurate and fast data entry and database management skills
• Basic knowledge of compliance, POPIA, and FAIS principles

Soft Skills:

• High attention to detail and process accuracy
• Excellent interpersonal and written communication
• Strong problem-solving ability and initiative
• Ability to work under pressure and manage multiple deadlines
• Confidential, reliable, and highly trustworthy
• Growth mindset

Experience:

• 3+ years of administrative support experience in life insurance, financial services, or related industries
• Proven track record supporting senior professionals or consultants
• Prior experience liaising with brokers, intermediaries, or independent financial advisors (IFAs) preferred
• Experience working in or with one of South Africa’s major insurers is highly advantageous

Qualifications:

• Matric (minimum requirement)
• A relevant NQF Level 5 qualification in Insurance, Financial Services, or Office Administration (advantageous)
• RE5 certification or willingness to complete it within the first year (preferred)
• FAIS-compliant or willing to work towards compliance