Senior Policy Administrator – Financial Services

About the role

Our client, a reputable financial services organisation in Cape Town, is looking for a Senior Policy Administrator. The role involves managing the full policy lifecycle, ensuring accuracy and delivering high‑quality service to clients and internal stakeholders.

Key responsibilities

• Administer policies throughout their lifecycle, processing transactions, amendments and endorsements.
• Maintain up‑to‑date client records and ensure documentation is accurate and filed correctly.
• Liaise with clients, intermediaries, underwriters and internal teams to resolve queries promptly.
• Support underwriting processes and ensure compliance with internal procedures and regulatory requirements.
• Monitor outstanding activities, meet service‑level deadlines and identify process‑improvement opportunities.

Required profile

• Minimum NQF Level 4 / Grade 12 (RE5 qualification advantageous).
• At least 3 years experience in the financial services industry, with 1 year in policy administration or underwriting.
• Strong analytical, problem‑solving and customer‑service orientation.
• Excellent communication and relationship‑building skills.
• Ability to work independently and as part of a team, managing competing priorities.

Required skills

• Understanding of policy administration processes within financial services.

What we offer

• Competitive salary range R10 000‑R12 000 per month.
• Full‑time permanent position in a structured environment.
• Opportunities for professional growth within the financial services sector.