Administrative Assistant (AD 41) at Werkie

Key Responsibilities:

• Take full ownership of the administrative lifecycle of long-term assurance and investment business.
• Prepare and compare quotations and submit applications accurately and timeously.
• Manage underwriting requirements and liaise with insurers, medical providers, and other role players.
• Track applications through to policy issue and proactively follow up on outstanding requirements.
• Handle policy servicing including amendments, beneficiary changes, premium adjustments, reinstatements, and cancellations.
• Communicate clearly and professionally with clients and advisers, primarily in Afrikaans where required.
• Maintain accurate, compliant client records and documentation with exceptional attention to detail.
• Prepare and manage spreadsheets, tracking logs, and schedules.
• Ensure tasks are seen through from start to finish without constant supervision.

Job Requirements:

• Minimum 5 years’ experience in long-term assurance and investment administration.
• Proven ability to manage assurance processes from quotation through underwriting to policy issue and ongoing servicing.
• Fluent Afrikaans speaking, reading and writing.
• Business-level English proficiency.
• Advanced Microsoft Excel and Word skills.
• Extremely high level of accuracy and attention to detail.
• Demonstrated ability to take complete ownership of tasks and outcomes.
• Own reliable transport.

Key Characteristics:

• Professional, neat, and well-presented at all times.
• Reliable, discreet, and trustworthy.
• Comfortable working in a small, professional, boutique environment.
• Strong task ownership and execution focus.
• Exceptional attention to detail.