This role sits within a regulated Insurance Management and Brokerage business, responsible for supporting the delivery of insurance management and broking services across a diverse portfolio of clients. Initially, the focus will be on a select number of key general insurance clients, encompassing home and healthcare programmes. The role involves managing day-to-day policy administration, claims, reinsurance reporting, and operational processes in accordance with management agreements and service levels. Additionally, the position includes supporting a range of South African life insurance clients, incorporating branch and multinational structures. Over time, the responsibilities will expand to involve greater participation in broking activities and broader insurance management client work. This is a hands-on role offering meaningful responsibilities and is suited for an organised and proactive individual capable of taking ownership of client servicing, supporting junior colleagues, and contributing to the growth of the business.
Job Duties:
- Support the Insurance Management and Broking teams in delivering high-quality services to clients, ensuring responsibility for defined operational processes and workstreams.
- Support the day-to-day servicing of key clients, delivering allocated workstreams in line with service level agreements.
- Act as a day-to-day point of contact for clients, policyholders, insurers, and service providers under the oversight of the Manager.
- Manage client interactions by responding to queries, explaining processes, and ensuring timely resolutions.
- Oversee the administration of the policy lifecycle, including quoting, new business, renewals, mid-term adjustments, and policy issuance.
- Support broking activities by obtaining quotes, liaising with insurers, and preparing documentation (on an execution-only basis).
- Ensure all policy records are accurate, up-to-date, and audit-ready by liaising with third-party providers.
- Handle claims processes from notification through to settlement, adhering to agreed procedures.
- Process premiums, including direct debit runs and payment reconciliation, while monitoring and resolving failed or outstanding payments.
- Prepare and reconcile monthly bordereaux (premium, claims, and reinsurance), ensuring accuracy and timeliness of submissions.
- Support financial and bookkeeping processes, including reconciliation of client monies where required.
- Ensure compliance with regulatory requirements and internal controls, contributing to the maintenance and annual review of internal policies and procedures.
Job Requirements:
- 4-5 years relevant experience in insurance management, broking, or a similar financial services environment.
- Practical experience in quoting, renewals, policy administration, claims handling processes, and client servicing.
- Experience preparing and reconciling bordereaux and commission calculations.
- Strong organisational skills with excellent attention to detail.
- Clear and professional communication skills, displaying confidence in dealing with clients and insurers.
- Ability to manage workload effectively and prioritise across multiple clients.
- Proactive approach, responsible for assigned tasks, following them through to completion, and escalating where appropriate.
- Experience working within a regulated environment and following defined processes.
- Competence in Microsoft Office (Word, Excel, and Outlook).
- Working towards or holding a relevant professional qualification (e.g., ACII or equivalent) or able to demonstrate equivalent practical experience.
What You’ll Love:
This role offers the chance to play a key part in maintaining and enhancing the jurisdiction’s reputation. You will work in a collaborative environment with opportunities to develop your skills in regulatory oversight, policy creation, and risk-based supervision. The organisation values professional growth and offers ample opportunities for training and career development.
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