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Insurance Administrator
Green Marble Recruitment ConsultantsPretoria, South Africa16 days ago
Job descriptionClient 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. Short-term Insurance / Long-term Insurance / Investments Business Assurance- Exposure to Buy and Sell Agreements Exposure to Wills, Testaments and Estates Iress- XPlan Astute Ninety One Investment Platform Liberty Blueprint Discovery Advisor360 / Discovery DIT PPS PRO-Fit Momentum Via Hollard Lifezone
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 :
Beneficial Experiences :
Beneficial Technical Experiences :
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Administrator • Pretoria, South Africa
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