Short-Term and Health Administration Assistant
We are looking for a detail-oriented and
proactive Short-Term & Health Administration Assistant to support
our advisers and ensure smooth day-to-day operations. The role focuses on new
business processing, client servicing, claims support, and policy
administration.
The ideal candidate is organised,
client-focused, and able to work in a fast-paced environment while maintaining
high levels of accuracy and professionalism. This position plays a key role in
delivering excellent service to clients and maintaining strong relationships
with insurers and service providers
Key Responsibilities
Short-Term & Health Administration Assistant
- Capture and submit new business for short-term
and health insurance, ensuring all documentation is complete and
compliant.
- Liaise with insurers to follow up on
applications, policy changes, and outstanding requirements.
- Provide client support by handling queries,
policy updates, and general servicing.
- Assist with claims submission and track progress
until finalisation.
- Maintain accurate client records and ensure
compliance with FAIS requirements.
- Prepare renewal documentation and assist with
annual policy reviews.
- Provide general administrative and operational
support to advisers.
Requirements
Minimum Requirements
- Matric (Grade 12).
- 1–3 years’ experience in the financial services, short-term, or
health insurance industry.
- Knowledge of FAIS and compliance processes.
- Strong administration, organisational, and communication
skills.
- Experience working with CRM systems.
- Bilingual in English and Afrikaans (advantageous).
Competencies
- Client-focused and professional
- Highly organised and detail-oriented
- Strong interpersonal and communication skills
- Ability to multitask and work under pressure
- Team player with a proactive mindset