Broker Administrative Assistant Health, Risk & Investments
Themis Enterprises · Milnerton, Western Cape
Stop applying one at a time.
JobAlertsZA auto-applies to South African jobs like this one for you, overnight. Upload your CV once — we do the applying.
Start free — we apply for you →VACANCY: BROKER ADMINISTRATIVE ASSISTANT HEALTH, RISK & INVESTMENTS
We are looking for an experienced Administrative Assistant to join our financial services team and provide day-to-day administrative support to our brokers and advisers.
The successful candidate must have a strong understanding of the financial services environment and be comfortable assisting with administration across Medical Aid, Gap Cover, Risk Products and Investments.
Key Responsibilities Provide administrative and operational support to brokers and advisers Process and follow up on Medical Aid applications, amendments and servicing requests Assist with Gap Cover applications and ongoing policy administration Support Risk and Life Insurance applications, servicing and related requirements Assist with Investment administration, new business and servicing requests Liaise with product providers, clients and internal staff Track outstanding requirements and ensure cases are followed through to completion Maintain accurate client records and documentation Assist with quotations, comparisons, application packs and supporting documents Provide professional and efficient service to clients and brokers Maintain strong turnaround times and ensure outstanding matters are proactively followed up
Minimum Requirements Minimum 3 years relevant experience in a financial services, insurance or broker administration environment Previous working experience with Discovery Health is essential Strong working knowledge and experience with Discovery products Experience with Medical Aid, Gap Cover, Risk and Investment administration Strong administrative and organisational skills Excellent attention to detail Good written and verbal communication skills Ability to work independently, prioritise workloads and manage multiple cases simultaneously Comfortable working in a deadline-driven professional environment
Employment Terms Salary: R12,000 per month Salary will be reviewed following successful completion of the 3-month probationary period 12-month fixed-term employment contract Probation period: 3 months
We are looking for someone who is organised, dependable, proactive and understands the importance of accurate administration and consistent follow-up in a brokerage environment.
Applicants should submit their CV together with a brief summary of their experience with Discovery Health and Discovery products.