We are looking for an experienced person to assist with administrating short-term clients, life policies as well as Investments. To be successful in this role, you will need excellent verbal and written communication skills, as well as competency in Microsoft Office applications, such as Word and Excel.

Experience in short term administration will be an advantage

Duties and Responsibilities

Additional investments for clients

Make retirement annuities paid up

Withdrawals

Section 14 transfers

Change beneficiary, debit order etc.

Download tax certificates and schedules

Do quotes on various life platforms

Do quotes on various short-term platforms

Handling of life and short-term claims

Assist with all documentation and administration regarding life, short term and investments

Any ad hoc tasks requested

5 years experience working with Short term administration and claims

Experience in life policies and investments

Excellent computer skills

Knowledge of Excel

Fully bilingual Afrikaans and English

Presentable and neat appearance

Grade 12

Valid drivers licence