Long-Term Insurance & Wealth Administrator

SUMMARY:
-

POSITION INFO:

Overview:

Our client in the financial services industry is looking to employ a Long-Term Insurance & Wealth Administrator. 

 

Minimum Requirements: 

• Grade 12 / Matric 
• 3+ years in related field 
• Computer literate (MS Office)
• A valid driver's licence and Own Vehicle 
• Must have experience with various product providers in long-term insurance and investment platforms 

 

Responsibilities: 

• Corresponding effectively with and professionally with clients and service providers
• Submitting new business, updates and servicing on client portfolios 
• Ensuring that advisors are kept up to date on any new changes or administrative changes 
• Maintaining policy review portfolios 
• Ensuring completeness and accuracy of record keeping 
• Building relationships with clients 

 

Competencies / Skills:

• Strong admin skills 
• Good verbal and written communication skills 
• Self-disciplined
• Punctuality and time management
• Motivated and driven 

 

 

---