Insurance Sales Administration Assistant

ooba Home Loans

. Process and manage policy and signed application cancellation requests accurately and within required timeframes .

Posted 10/7/2026full-timeCape Town • South AfricaMid-LevelSeniorWebsite

Core Competencies

Role fit

Core Competencies

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Demonstrates strong administrative and organizational skills with a focus on accuracy and attention to detail. Proficient in managing retention statistics and providing exceptional support in insurance-related processes.

Highest-signal resume keywords

Administrative ExperienceAttention To DetailMicrosoft Excel ProficiencyCustomer-Focused ApproachInsurance Knowledge

ATS Keywords

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Applicant Tracking System Keywords

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Hard Skills

Administrative SupportReport ManagementData AccuracyTime ManagementProblem-SolvingStatistical Analysis

Soft Skills

Verbal CommunicationWritten CommunicationOrganizational SkillsTeam CollaborationService Orientation

Tools & Technologies

Microsoft WordMicrosoft Outlook

Certifications & Qualifications

Matric / Grade 12

Industry Keywords

Insurance ProcessesSales AdministrationCustomer ServiceRetention Campaigns

About the role

Key responsibilities & impact

Process and manage policy and signed application cancellation requests accurately and within required timeframes
Provide administrative support to the Insurance Retentions and Insurance Sales teams
Maintain and update retention statistics, reports and relevant departmental information
Ensure client and policy records are accurate, complete and kept up to date
Provide administrative support relating to short-term insurance activities and processes
Liaise professionally with clients, insurers and internal stakeholders regarding administrative and retention-related matters
Handle and respond to administrative queries, resolving or escalating matters where necessary
Assist with retention campaigns, initiatives and related administrative activities
Maintain accurate documentation and ensure relevant information is readily accessible
Perform general departmental administration and operational support
Assist with ad hoc administrative duties
Identify and escalate discrepancies, outstanding information or issues that may impact service delivery
Ensure administrative activities comply with applicable internal processes and requirements

Requirements

What you’ll need

Matric / Grade 12 is essential
Minimum 4 years' administrative experience
Strong administrative and organisational skills
Excellent attention to detail and accuracy
Good verbal and written communication skills
Computer literacy, with proficiency in Microsoft Excel, Word and Outlook
Ability to work with reports, statistics and administrative information
Strong time-management skills and ability to meet deadlines
Ability to manage multiple tasks and competing priorities
Good problem-solving and analytical skills
Ability to work independently while contributing effectively within a team
Customer-focused approach with a professional and service-oriented manner
Ability to work effectively under pressure in a fast-paced environment
A relevant administrative, business or insurance qualification would be advantageous
Previous experience in an insurance environment will be advantageous
Experience in a sales administration or customer service environment would be beneficial
Experience working with reports, statistics and maintaining accurate records is advantageous
Basic knowledge or understanding of insurance processes would be advantageous

Benefits

Comp & perks

Hybrid work arrangement
Full-time day schedule