Senior Policy Administrator

Location: Cape Town, Western Cape
Salary: R17,500 – R24,000 per month

About the Role

Our client, a reputable organisation within the financial services industry, is seeking an experienced Senior Policy Administrator to join their Cape Town team.

The successful candidate will be responsible for providing high-quality policy administration support while ensuring accuracy, efficiency and excellent service to clients and stakeholders. This role requires an individual with strong industry knowledge, excellent relationship-building abilities and a highly analytical and detail-oriented approach.

Key Responsibilities

• Manage and administer policies accurately and efficiently throughout the policy lifecycle.

• Process policy-related transactions, amendments, endorsements and documentation.

• Ensure policy information and client records are accurate and up to date.

• Review policy documentation and identify discrepancies or outstanding information.

• Liaise with clients, intermediaries, underwriters and internal stakeholders to resolve queries.

• Provide professional and timely customer service.

• Support underwriting and policy-related processes where required.

• Ensure all administration is completed in line with internal procedures and regulatory requirements.

• Maintain accurate records and ensure all documentation is properly captured and filed.

• Monitor outstanding activities and ensure deadlines and service-level requirements are met.

• Identify opportunities to improve administrative processes and efficiency.

• Assist with complex queries and provide guidance on policy administration matters.

• Build and maintain strong working relationships with internal and external stakeholders.

Minimum Requirements

• NQF Level 4 / Grade 12.

• RE5 qualification.

• Minimum 5 years' experience within the financial services industry

• At least 3 years' experience in Policy Administration or Underwriting

• Strong understanding of policy administration processes and financial services environments.

• Excellent relationship-building and communication skills.

• Strong analytical and problem-solving abilities.

• Excellent customer service orientation.

• Strong attention to detail and accuracy.

• Effective time-management and organisational skills.

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

Ideal Candidate

The ideal candidate will be an experienced policy administration or underwriting professional who is confident dealing with multiple stakeholders, managing competing priorities and delivering a high level of service. The role would suit someone who enjoys working in a structured environment and is looking for an opportunity to grow within the financial services sector.

If you have the relevant experience and are looking for your next career opportunity in Cape Town, we would love to hear from you.