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