Job Description

Minimum Requirements :
  • Matric (Grade 12)
  • Minimum 3 years insurance experience across:
  • Life Insurance
  • Investment Products
  • Short term Insurance
  • Medical Schemes
  • Excellent analytical ability and high accuracy
  • Strong administrative discipline and structured work habits
  • Excellent communication skills (Afrikaans & English preferred)
  • A love for structure, accuracy, and client service

Key Responsibilities:
  • Build client proposal packs, portfolio summaries, and optimisation reports
  • Manage advisor workflow, submissions, and SLA deadlines
  • Ensure full FAIS, FICA, POPIA, TCF compliance in all documentatio...

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