Business Development Administrator - Insurance (FTC - 6months) (Woodmead Office) at Land Bank Careers

MAIN PURPOSE OF THE JOB

• To provide accurate, timely and compliant administrative and coordination support to Provincial Managers and Business Development Specialists across crop, life and asset products by maintaining sales records, supporting the lead-to-policy process, coordinating stakeholders and producing reliable operational information.

Key Performance Areas    
Sales process and case administration

• Log and acknowledge leads, sales requests, quotation requests and renewals
• Check submissions against document requirements
• Route complete requests to the responsible role
• Track each item to closure and maintain an audit trail

Pipeline data and reporting support

• Capture and update lead, opportunity, quotation, policy and outcome information
• Reconcile information received from specialists and provincial teams
• Prepare routine reports, dashboards and meeting packs
• Escalate overdue actions and missing data

Stakeholder and customer coordination

• Receive routine enquiries and provide approved process or status information
• Schedule meetings, visits, training and follow-ups
• Maintain contact lists and stakeholder records
• Refer technical, advice-related or complaint matters

Document control and compliance administration

• Maintain controlled sales records and supporting documents
• Apply approved filing, privacy and records-management requirements
• Flag expired or missing intermediary records
• Prepare files for reviews and audits

Events and training coordination

• Coordinate invitations, venues, materials and attendance records
• Support sales events, training and product launches
• Maintain event records and follow-up actions

General administrative support

• Take minutes and maintain action registers
• Track approved invoices and procurement documents
• Provide general administrative support to the Sales team

Preferred Minimum Education and Experience    

• Relevant NQF 5 qualification or certificate in Business Administration, Sales, Insurance or a related field
• Preferred: NQF 6 diploma in Business Administration or a related discipline
• Preferred: Certificate in short-term or long-term insurance
• Basic FAIS and regulatory-awareness training will be advantageous
• Administrative or sales-support experience in financial services, insurance or a customer-facing environment 
• Data capture, document control and records administration 
• Routine reporting and spreadsheet administration 
• Stakeholder, meeting and follow-up coordination
• insurance sales-support or workflow-system exposure

Critical Competencies    

• Sales administration and workflow coordination
• Document control and records management
• Microsoft Office, spreadsheets and reporting
• Customer and stakeholder service
• Basic insurance and FAIS awareness
• Data quality and confidentiality
• Meeting and event coordination
• Diary, correspondence and action tracking

Additional Requirements    

• Occasional travel to support provincial meetings, training and sales events
• Extended hours may be required for events or operational deadlines
• Must maintain confidentiality and comply with information- and records-management requirements