Policy Services Administrator / Client Liaison / Policy & Investment Administrator - Ambiton, Port Elizabeth

  • Port Elizabeth
  • Salary: Market Related
  • Job Type: Permanent
  • Sectors: Insurance, Finance
  • Posted by Ambiton on Wednesday, July 10, 2019
  • Reference: PoliServ072019
  • Apply before Sunday, September 8, 2019 - 17 Days left

Vacancy Details

Employer: Ambiton

We are looking to employ an experienced candidate in the abovementioned position. The candidate must be Client orientated, have the ability to work well and accurate under pressure and pay special attention to detail. The ability to work independently and with minimum supervision in a high performing company and a fast paced environment is non-negotiable.



  • Obtaining latest values from companies and knowing the different products.
  • Obtaining Internal rate of returns on different investments and capturing/analyzing the data
  • Considering different investment portfolios and finding solutions by switching a Client’s portfolio according to their risk profile
  • Analyzing the market movements and updating reports
  • Investment servicing which includes, but is not limited to the following: Switches, rebalances, Repurchases, Fee re-negotiations, Income revisions and Ad hoc contributions. This includes debit order activations/cancellations, Investment queries, CGT calculations, etc.
  • Processing of Life claims – Obtain medicals from doctors, examine the reports and identify if a possible claim.
  • Identify possible leads from life claim payments or maturities
  • Updating of portfolios – accuracy in data/value capturing. Attention to detail is very important as company will be held liable if incorrect amounts are quoted.
  • Dealing with day-to-day client queries or client services such as beneficiary changes, recording/cancelling cessions, debit order amendments, billing/payment queries, withdrawals/repurchases, premium holidays, etc.
  • Dealing with Maturities – updating the registers, making contact with clients, etc.
  • Interactive reassessment registers – keeping this updated and making contact with clients
  • Dealing with all aspects on monthly unpaid debit orders.
  • Assisting with the retention process
  • Scanning and deletions
  • Updating registers
  • Any ad hoc duties as and when required

Candidate Requirements

Minimum Requirements:

  • Grade 12-qualification
  • Insurance qualification / BCom-degree advantageous
  • RE5 Certificate advantageous
  • Be Fully bilingual in English & Afrikaans
  • A minimum of 2 years’ experience in a similar role (long term insurance and possibly medical aid policies)
  • Computer skills and knowledge (MS Word, Excel, Outlook, Internet)
  • Knowledge of operation of standard office equipment
  • Knowledge of clerical and administrative procedures and systems, such as filing and proper record keeping
  • Knowledge of principles and practices of basic office/administrative management
  • Life Assurance products – Know the different types of insurance products, limits and restrictions.
  • Tax implications and benefits – How tax will be applied in the event of retirements / death / disability; fringe benefits and when benefits will be tax deductible.
  • Investments - Know and understand how to read market movements / fluctuations; income revisions and portfolio rebalances/switches.
  • Commission structures – Different commission applies to different products therefore it is vital that the correct commission is applied. Know the difference between the maximum and minimum on each product.

Kindly email CV, Matric Certificate and Proof of Qualifications to hr@ambiton.co.za. If no reply is received within 14 days after submission, kindly consider your application unsuccessful.

This position reports to: Life Department Team Leader Apply before Sunday, September 8, 2019 - 17 Days left Companies may expire jobs at their own discretion. If you have not received a response within two weeks, your application was most likely unsuccessful.
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