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