Portfolio Administrator

• Ensure receipt of monthly premiums and membership data from clients and intermediaries.
• Accurately update and maintain membership records on relevant administration platforms.
• Reconcile membership data against premiums received for each scheme.
• Maintain compliance with internal procedures and industry regulations (incl. PPR requirements).
• Identify and process members exceeding Free Cover Limits, ensuring medical requirements are correctly managed.

• Prepare and issue monthly premium reconciliations to clients, highlighting discrepancies.
• Perform credit control checks and follow up for over and underpayments.
• Follow PPR
  15 processes by informing clients of non-payment within specified deadline.

• On a monthly basis identify members whose insured benefits are in excess of the Medical Free Cover Limit on each scheme.
• Process medical requests immediately in terms of guidelines.
• Ensure data records are always correct with regards to members whose insured benefits are in excess of the Medical Free Cover Limit on each scheme.
• Maintain updated medicals workflow system.

• Attend to all other client requests (benefit statements, conversion options, monthly billings etc.).
• Ensure the divisional renewals team is provided with information required to do the annual renewals on the schemes.
• Assist (as and when required) the divisional finance team to ensure that the client reconciliations of premiums due and received are updated correctly.
• Ensure accurate reporting to internal management and stakeholders.
• Adhere to governance, risk, and compliance requirements within the financial services sector.

Highly Computer literate and thorough knowledge of Excel and its application.

Analytical and accounting inclined.

Strong administrative and organisational skills.

Excellent problem-solving ability.

Ability to manage resources effectively to meet service levels.

Professional independence and assertiveness.

Thorough knowledge of Risk Benefits & Employee Benefit Industry.

Extensive work experience and knowledge linked to the Risk Benefit Industry.

Understanding of the Financial Services Industry.

• Relevant tertiary qualification in Business, Finance, or Employee Benefits (advantageous).
• Minimum 3–5 years’ experience in Group Risk / Employee Benefits administration.
• Solid understanding of the Risk Benefit and Financial Services industry.

• Bellville, Cape Town (this position is Cape Town based only).
• Must also be able to work from home – own internet setup with uncapped data and at least 10 Mbps speed.
• Must be able to travel to key relationship meetings as required.

Applications close 30 November 2026
.