Portfolio Administrator

• Ensure receipt of monthly premiums and membership data from clients and intermediaries.
• Accurately update and maintain membership records on relevant administration platforms.
• Reconcile membership data against premiums received for each scheme.
• Maintain compliance with internal procedures and industry regulations (incl. PPR requirements).
• Identify and process members exceeding Free Cover Limits, ensuring medical requirements are correctly managed.

Reconciliations:

• Prepare and issue monthly premium reconciliations to clients, highlighting discrepancies.
• Perform credit control checks and follow up for over and underpayments.
• Follow PPR15 processes by informing clients of non-payment within specified deadline.

Medicals:

• On a monthly basis identify members whose insured benefits are in excess of the Medical Free Cover Limit on each scheme.
• Process medical requests immediately in terms of guidelines.
• Ensure data records are always correct with regards to members whose insured benefits are in excess of the Medical Free Cover Limit on each scheme.
• Maintain updated medicals workflow system.

General:

• Attend to all other client requests (benefit statements, conversion options, monthly billings etc.).
• Ensure the divisional renewals team is provided with information required to do the annual renewals on the schemes.
• Assist (as and when required) the divisional finance team to ensure that the client reconciliations of premiums due and received are updated correctly.
• Ensure accurate reporting to internal management and stakeholders.
• Adhere to governance, risk, and compliance requirements within the financial services sector.

Skills and Knowledge Requirements:

Highly Computer literate and thorough knowledge of Excel and its application.

Analytical and accounting inclined.

Strong administrative and organisational skills.

Excellent problem-solving ability.

Ability to manage resources effectively to meet service levels.

Professional independence and assertiveness.

Thorough knowledge of Risk Benefits & Employee Benefit Industry.

Extensive work experience and knowledge linked to the Risk Benefit Industry.

Understanding of the Financial Services Industry.

Education & Experience:

• Relevant tertiary qualification in Business, Finance, or Employee Benefits (advantageous).
• Minimum 3–5 years’ experience in Group Risk / Employee Benefits administration.
• Solid understanding of the Risk Benefit and Financial Services industry.

Location:

• Bellville, Cape Town (this position is Cape Town based only).
• Must also be able to work from home – own internet setup with uncapped data and at least 10 Mbps speed.
• Must be able to travel to key relationship meetings as required.

Applications close 30 November 2026.

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