Description:
Minimum Requirements
Proven experience as a Senior Personal Assistant within Financial Services or Insurance Strong understanding of insurance administration, policy processes, and compliance (FICA) Excellent organisational, coordination, and document management skills High attention to detail and ability to manage multiple priorities Professional communication skills (written and verbal) Strong computer literacy (MS Office, CRM / policy systems advantageous)Key Responsibilities
Provide high-level administrative and secretarial support to senior management Prepare, manage, and maintain comprehensive client files (correspondence, proposals, reports, meeting packs) Act as a professional point of contact for clients, brokers, insurers, and service providers Coordinate client meetings, renewals, and policy reviews, including pre- and post-meeting documentation Prepare client communications such as policy schedules, updates, reminders, and follow-ups Track action items and ensure timely follow-up with insurance providers and underwriters Assist with policy quotations, new business submissions, underwriting packs, and supporting documentation Monitor policy issuance, endorsements, cancellations, renewals, and ensure accurate record-keeping Support claims initiation, documentation, tracking, and escalation where required Coordinate FICA documentation collection, verification, compliance, and record retention Maintain organised electronic and physical filing systems in line with audit and compliance standards Update CRM / policy administration systems with accurate client and policy information Generate weekly and monthly dashboards (sales pipeline, renewals, claims status, SLAs, KPIs) Reconcile premiums, fees, and commissions; identify discrepancies and liaise with finance or insurers Track regulatory calendars and assist with governance packs and meeting minutes where required
19 Jan 2026;
from:
gumtree.co.za