Insurance Sales Administration Assistant

The Insurance Sales Administration Assistant provides administrative and operational support to the Insurance Retentions and Insurance Sales teams, with a primary focus on the accurate and timely processing of policy and signed application cancellations.

The role supports the effective management of retention-related administration, short-term insurance processes, reporting and record maintenance. The successful candidate will contribute to efficient service delivery by ensuring that administrative activities are completed accurately, records are maintained, and queries are appropriately coordinated with clients, insurers and internal stakeholders.

Key Responsibilities

· Process and manage policy and signed application cancellation requests accurately and within required timeframes.

· Provide administrative support to the Insurance Retentions and Insurance Sales teams.

· Maintain and update retention statistics, reports and relevant departmental information.

· Ensure client and policy records are accurate, complete and kept up to date.

· Provide administrative support relating to short-term insurance activities and processes.

· Liaise professionally with clients, insurers and internal stakeholders regarding administrative and retention-related matters.

· Handle and respond to administrative queries, ensuring matters are appropriately resolved or escalated where necessary.

· Assist with retention campaigns, initiatives and related administrative activities.

· Maintain accurate documentation and ensure relevant information is readily accessible.

· Perform general departmental administration and provide operational support as required.

· Assist with ad hoc administrative duties to support the effective functioning of the department.

· Identify and escalate discrepancies, outstanding information or issues that may impact service delivery.

· Ensure all administrative activities are completed in accordance with applicable internal processes and requirements.

Required Qualifications

· Matric / Grade 12 is essential.

· A relevant administrative, business or insurance qualification would be advantageous.

Required Experience

· Minimum 4 years' administrative experience.

· Previous experience in an insurance environment will be advantageous.

· Experience in a sales administration or customer service environment would be beneficial.

· Experience working with reports, statistics and maintaining accurate records is advantageous.

Required Skills and Knowledge

· Strong administrative and organisational skills.

· Excellent attention to detail and accuracy.

· Good verbal and written communication skills.

· Computer literacy, with proficiency in Microsoft Excel, Word and Outlook.

· Ability to work with reports, statistics and administrative information.

· Strong time-management skills and the ability to meet deadlines.

· Ability to manage multiple tasks and competing priorities.

· Good problem-solving and analytical skills.

· Ability to work independently while contributing effectively within a team.

· Customer-focused approach with a professional and service-oriented manner.

· Ability to work effectively under pressure in a fast-paced environment.

· Basic knowledge or understanding of insurance processes would be advantageous.

Essential Competencies

Attention to Detail: Demonstrates a high level of accuracy when processing cancellations, updating policy and client information, maintaining reports and completing administrative tasks. Recognises discrepancies and ensures information is complete and reliable.

Customer Focus: Understands the importance of providing professional, responsive and respectful service to clients and stakeholders. Takes ownership of queries and ensures that matters are handled appropriately and within reasonable timeframes.

Administrative Excellence: Maintains high standards of administrative accuracy, organisation and efficiency. Ensures that records, documentation, reports and processes are consistently maintained and completed in accordance with required standards.

Time Management & Planning: Plans and prioritises daily activities effectively, manages multiple administrative requirements and ensures that deadlines and service requirements are met without compromising accuracy.

Problem Solving: Identifies administrative or process-related issues, investigates the underlying problem where appropriate and takes practical steps to resolve matters or escalate them to the relevant stakeholder.

Teamwork & Collaboration: Works collaboratively with the Retentions team, Insurance Sales teams, clients, insurers and other internal stakeholders. Shares information effectively and contributes positively towards achieving departmental objectives.

Service Orientation: Demonstrates a willingness to assist others and consistently provides professional and efficient support. Understands the impact that timely and accurate administration has on the overall client and stakeholder experience.

Results Orientation: Takes ownership of assigned responsibilities and follows tasks through to completion. Consistently works towards achieving agreed deadlines, maintaining accurate records and supporting the department in meeting its operational objectives.