Insurance Administrator

Insurance generalist prior experience and knowledge of Discovery Invest will be beneficial.

Strong focus on Investment department of the brokerage:

Will assist with the following in role:

Liaise with clients:

Distribution of investment proposals to clients.

Once go ahead is received:

Collect outstanding information from clients:

Collection of FICA documents, risk profile analyser completion, client details etc.

Invest new business:

• Preparing documents on e-signing portal for client signature.
• Submission to franchise once signed paperwork is received.
• Tracking of case to ensure activation, accuracy and finalisation.
• Confirmation to client of new business activation.
• Saving all correspondence to the atWORK system.
• If paperwork has been manually signed, send clients copies and upload to CRM system.

Invest servicing interactions:

• Submission of and tracking of servicing interactions on client investments.
• Processing functions and paperwork: for example: Premium holidays, re-instatements, change of contributions, switches, offshore withdrawals (manual process).
• Confirmations of finalisations confirmation of premium changes, switch finalisations, ACI removals, welcome packs, activations.
• Removing ACIs on capped RAs.

Reverifications: AML requirements, request from clients, submit to Head Office.