53 Temporary Positions jobs in South Africa

Accounts Clerk

Location:
Fourways, Gauteng

Salary:
Market related

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About Us

Insurance Brokers is a dynamic short-term insurance company, specialising in

personalised cover for individuals and businesses. We pride ourselves on efficiency, accuracy,

and exceptional client service.

About the Role:

You will support the Accounts Department, working across our two core systems—Flexi and

Cardinal—to manage all month-end processes and payment reconciliations. To provide

accurate and timely processing of financial transactions, reconciliations, payments and

reporting.

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Key Responsibilities:

1.
Financial processing and disbursements

• Ensure accurate and timeous payment of commissions, creditors, Insurers and

refunds.

• Load and or release claim payments.

• Perform monthly debit runs and load ACB files onto Fulcrum online portal.

• Post all disbursements and journal entries.

• Manage Fulcrum disbursements.

• Process and manage binder fee invoices, including accurate calculations.

• Reconcile and balance Fulcrum accounts.

2.
Month-end and reporting

• Running and analysing month-end reports on both Flexi and Cardinal.

• Generating debit order files and managing collections.

• Preparing bordereaux for both monthly and annual client payments to insurers

(including download, preparation, emailing).

• Send accurate bordereaux to insurers in a timely manner.

• Allocating daily and monthly premium payments, handling reversals and

refunds.

• Assisting with reconciliations between systems and insurer statements.

• Supporting Financial Manager with ad-hoc financial tasks and reporting.

• Prepare and reconcile monthly commission statements.

• Maintain and update financial sheets.

• Balance Pastel to Flexi and Gilts.
• Perform and maintain reconciliations.

3.
Systems Support

• Manage and implement system changes as required.

4.
Internal and External Relationships

• Collaborate closely with Claims, Underwriting and Support departments.

• Maintain productive relationships with Insurers, Auditors, Banks, Suppliers and

Business Associates

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Requirements:

• Grade 12 (Matric) minimum; relevant finance qualification preferred.

• Finance or Accounting tertiary qualification is required

• 2–4 years' experience in accounting within a short-term insurance or brokerage

environment—Premium or Accounts Admin background advantageous.

• Proficient in Excel, with strong attention to detail.

• Experience with Cardinal, Flexi, Fulcrum and Pastel (advantageous)

• Experience with end-to-end debit order processing and bordereaux production.

Skills:

• Strong numerical accuracy and attention to detail

• Financial reconciliation and reporting

• Teamwork and collaboration

• Strong organisational skills

• Ability to meet deadlines

• Professional communication skills (written and verbal)

• Strong problem-solving abilities - Able to troubleshoot payment and reconciliation

issues efficiently, especially when working with insurer statements, debit orders, and

system variances.

The Short Term Administrator is primarily responsible for managing the admin around short-term insurance policies (both commercial and personal lines). The focus of the role is to provide quality service and maximise customer retention and referral, in line with the Practice Service model and Procedures. The role needs excellent client relationship management and office administrative skills.

Responsibilities:

• General administrative duties
• Handle and manage all administrative duties around short-term insurance policies and clients (Including updates, changes, etc.) on commercial and personal lines
• Prepare client files
• Process client queries and instructions
• Available to assist clients 24/7
• Able to navigate and assist clients on CRM systems

Minimum requirements:

• Grade 12 qualification
• NQF 4 Short-term insurance Certificate (150 credits) - Preferred
• RE 5 Certificate
• 5+ years administrative experience within the short-term insurance industry
• Tial System experience

Competencies required:

• Efficient and accurate
• Team player
• Hard-working
• Initiative
• Problem-Solving skills
• Integrity
• Organising and planning
• Perform well under pressure
• Client service orientation
• Attention to detail

How to apply:

Candidates interested must apply on the PSG Careers website OR browse vacancies by no later than 25 September 2025.

By submitting your application, you are giving PSG Financial Services implicit consent to the storage and processing of your personal information. If you are not contacted within 2 weeks of your application, please accept that your application was unsuccessful.

Job Type: Full-time

Education:

• High School (matric) (Required)

Experience:

• short-term insurance : 4 years (Required)

Language:

• Afrikaans fluently (Preferred)

License/Certification:

• NQF 4 Short-term insurance certificate (150 credit) (Preferred)
• RE 5 certificate (Required)

Location:

• Swellendam, Western Cape (Preferred)

Work Location: In person

Designation:

Short Term Administrator | Swellendam, Western Cape | Permanent

Category:

Administration and Operations

Job Level:

Semi-skilled and discretionary decision making

Posted by:

PSG Financial Services

Posted on:

12 Sep 2025

Reference Number:

POS39772

Closing date:

26-Sep-2025

Position Type:

Permanent

Location:

Swellendam Voortrek Street 65

Overview:

VACANCY | SHORT TERM ADMINISTRATOR | SWELLENDAM, WESTERN CAPE | PERMANENT

PSGs commitment to transform and embrace diversity is what drives us to achieve a diverse workplace with employment equity as a key goal to create an inclusive workforce. In achieving our employment equity goals, we give preference to applicants from designated groups, and we encourage people with disability to apply.

The Short Term Administrator is primarily responsible for managing the admin around short-term insurance policies (both commercial and personal lines). The focus of the role is to provide quality service and maximise customer retention and referral, in line with the Practice Service model and Procedures. The role needs excellent client relationship management and office administrative skills.

• General administrative duties
• Handle and manage all administrative duties around short-term insurance policies and clients (Including updates, changes, etc.) on commercial and personal lines
• Prepare client files
• Process client queries and instructions
• Available to assist clients 24/7
• Able to navigate and assist clients on CRM systems

• Grade 12 qualification
• NQF 4 Short-term insurance Certificate (150 credits) - Preferred
• RE 5 Certificate
• 5+ years administrative experience within the short-term insurance industry
• Tial System experience

• Efficient and accurate
• Team player
• Hard-working
• Initiative
• Problem-Solving skills
• Integrity
• Organising and planning
• Perform well under pressure
• Client service orientation
• Attention to detail

Candidates interested must apply here by no later than 26 September 2025 OR browse available PSG Careers vacancies

By submitting your application, you are giving PSG Financial Services implicit consent to the storage and processing of your personal information. If you are not contacted within 4 weeks of your application, please accept that your application was not successful. For more information about careers at PSG, visit

Company Description

OUTsurance is a customer-centric financial services company with a global foot print. We are vibrant, successful and values orientated with an awesome dynamic culture encapsulated by the ethos that clients and staff "always get something OUT." Our success can be attributed, amongst other things, to the outstanding people that work for us.

Job Description

Overview and Purpose of the Role:

Our business product offering has grown significantly over the years which has led to the development of the face to face channel. To facilitate this model the positions of OUTsurance Broker have emerged.

The incumbent of this position will be responsible for growing and developing the business insurance portfolio.

The key outputs for this role are as follows:

• New Business sales
• Client service and management
• High level performance

The OUTsurance Broker must align themselves with the OUTsurance culture and values of Awesome Service, Passionate, Honest, Human, Dynamic and Recognition.

Responsibilities:

Build your own insurance portfolio by:

• Being able to prospect for new clients through networking, Cold calling and door – door canvasing for new business
• Effective communication with both internal stakeholders and clients.
• Conduct a comprehensive risk evaluation for the client.
• Providing solutions to clients by selling OUTsurance short term products aligned to the needs of the client.
• Drafting, tracking and measurement of your personal business plan.
• Providing on-going service and support to your individual client base (amendments, renewals, claims etc.).
• Retention of existing business including renewal discussion in line with FAIS
• Developing internal/external relationships with clients.
• Continuous building of your client base hence securing future income.
• Keeping abreast with the commercial insurance market changes and developments.
• Achieving/Exceeding targets consistently
• Providing feedback to line management when requested.
• Attending all weekly and adhoc team meetings.
• Working closely with internal stakeholders that is, underwriting/actuarial, claims as well as surveying.
• Adhering to all quality standards and measures in place.

Qualifications

Essential

• Completed Matric or National Senior Certificate
• FAIS credits/Full Insurance Qualifications (Depending on DOFA)
• RE5 (Depending on DOFA)
• Must have your own reliable transport
• Valid code B driver's license
• 3 years external sales experience (If not from the insurance industry)

Competencies :

• Self-starter
• Communication (verbal and written) in English
• Numerical & mathematical skills
• Team supervisory skills
• Confident and enthusiastic self-starter who can take initiative
• Must be able to work independently as well as part of a team - balances team and individual responsibility, provides and accepts feedback
• Analytical skills
• Problem-solving skills
• Relationship management skills
• Presentation and facilitation skills
• Resilience - Ability to work well under pressure in dynamic environment
• Flexible and adaptable
• Influential, concise, rational and practical communicator
• Creative flair and innovative thinker
• Relationship management
• Discretion, judgment and high levels of trust

Additional Information

In accordance with OUTsurance Insurance Company Ltd Employment Equity goals, preference will be given to individuals who meet the job requirements and are from the various designated groups.

Reporting Lines:

The OUTsurance Broker will report directly to the Regional Manager and will work closely with the wider Face to Face channel.

Our client, an established company within the financial sector is seeking to hire a highly skilled and experienced COMMERCIAL UNDERWRITER to join their team. This is an excellent opportunity for an individual with excellent analytical and detail-oriented skills and is able to work independently and as part of a team to grow their career within a reputable organisation.

Knowledge:

• Microsoft Office;
• Commercial Insurance Products and Financial Services industry.

Skills and attributes:

• Analytical and detail-oriented;
• Ability to work independently and as part of a team;
• Proactive and diplomatic;
• Strong communication skills both written and verbal;
• Ability to prioritise tasks;
• Logical thinker with a professional demeanour;
• Strong work ethic and reliability;
• Capacity to handle a pressurised, fast-paced work environment;
• Strong sense of ethics.

Formal Education:

• Matric;
• NQF 5 in Short-Term Insurance;
• Regulatory Exam Level 1;
• A minimum of five years of relevant commercial underwriting experience;
• Commercial Lines Class of Business;
• DOFA confirmation from FSB;
• Cardinal 360 system experience will be an advantage.

Duties:

• Effectively maintaining commercial underwriting standards and providing quality client service:
  • Issuing new policies, renewals and endorsements on the CIMS3 System;
  • Prepare new business quotes;
  • Underwrite in accordance with standards, policies and procedures;
  • Support sales team in acquiring and retaining profitable business;
  • Attend to administration and written communication;
  • Ensure that all documentation is processed accurately & correctly;
  • Ensure documentation is checked and authorised if appropriate prior to dispatch;
  • Ensure queries are resolved as per company standards;
  • Negotiating renewal terms and preparing the renewal documentation;
  • Ensure renewal reviews are completed timeously;
  • Ensure retentions are calculated;
  • Request, monitor survey and survey requirements as per laid down procedures;
  • Correct unprofitable policies;
  • Ensure policies are not overexposed;
  • Checking policies before sending to clients;
  • Telephone contact with clients when they phone in with queries or amendments/ additional covers;
  • Saving all work electronically.
• Service delivery to ensure customer satisfaction:
  • Maintain service, quality and desired outputs within a specific functional process through ensuring compliance to tactical policies, procedures and standards;
  • Resolve escalated customer queries and complaints and provide feedback to customers on matters resolved;
  • Develop work routines in line with operational plans / schedules in order to manage achievement of service delivery goals;
  • Share knowledge on, and participate in the creation of new standards, control systems and procedures to maintain service delivery.
• Maintain effective people practices:
  • Align own behaviour with the organization culture and values;
  • Share and transfer product, process and systems knowledge to colleagues;
  • Collaborate and work with the Underwriting team to ensure required service levels are delivered.
• Continuous improvement to ensure effective service:
  • Ensure adherence to organizational policies, practices and procedures;
  • Identify and recommend areas / ways to improve processes.

Your Grade 12 Certificate, short term insurance qualification or equivalent as well as:

Experience:

• Basic computer literacy, including experience with Microsoft Office Suite.
• Experience in short term insurance underwriting or administration is beneficial.

Language Requirements:

• Proficient in English and Afrikaans

will enable you to do the following duties:

Effectively maintaining underwriting standards and providing quality client service:

• Issuing new policies, renewals, and endorsements on the C360 System
• Help to prepare new business quotes
• Underwrite in accordance with standards, policies and procedures
• Attend to administration and written communication
• Ensure that all documentation is processed accurately & correctly
• Ensure documentation is checked and authorised if appropriate prior to dispatch
• Ensure queries are resolved as per company standards
• Negotiating renewal terms and preparing the renewal documentation.
• Ensure renewal reviews are completed timeously
• Ensure retentions are calculated
• Request and monitor survey and survey requirements as per laid down procedures
• Correct unprofitable policies
• Ensure policies are not overexposed
• Checking policies before sending to clients
• Telephone contact with clients when they phone in with queries or amendments/ additional covers
• Saving all work electronically
• Service delivery to ensure customer satisfaction
• Maintain service, quality, and desired outputs within a specific functional process by ensuring compliance with tactical policies, procedures, and standards.
• Resolve escalated customer queries and complaints and provide feedback to customers on matters resolved
• Develop work routines in line with operational plans / schedules in order to manage the achievement of service delivery goals
• Participate in the creation of new standards, control systems, and procedures to maintain service delivery.

Processes:

• Administrative Support and Document Management:
  • Receive and process new leads.
  • Enter and organise details into the system accurately.
  • Generate quotes and ensure they are correctly formatted.
  • Perform general administrative tasks to support the underwriting team.
  • Follow up on any missing or outstanding information.
  • Maintain an organised electronic filing system for all quote records.

• Compliance and Process Adherence:
  • Follow established protocols and procedures in performing tasks.
  • Ensure adherence to the organisation's confidentiality and privacy policies.

People:

• Communication and Interpersonal Skills:
  • Liaise with internal team members and external contacts to ensure a smooth quote process.
  • Provide updates and support to the underwriting department as required.
  • Maintain a high level of professionalism and respect in all communications.

Technology:

• Continuous Learning and Development:
  • Learn and understand the basics of underwriting and quote generation.
  • Participate in training and development opportunities to improve job knowledge and skills.

Role Purpose

Business Development Consultants are committed, driven, results oriented advisers who are able to work on their own as well as in a team environment writing business in accordance with targets laid down by the company. Business Development Consultants advise primarily on motor and household domestic insurance.

Requirements:

1. Matric
2. Tertiary Qualification thats FAIS 120 creidts
3. Valid drivers license and own vehicle
4. RE5
5. 12 CPD Points
6. 3 years exeperience selling Short-Term insurance as a broker essential

Remuneration:

• Basic Salary: R15,000.00 - R20,000 ctc / Month
• Uncapped comission
• Laptop + Cellphone provided
• R350 tech allowance / month
• Medical Aid and Pension Benefits

• Manage the full accounting function for short-term insurance entities
• Preparation of management accounts, budgets, and cash flow forecasts
• Handle premium and claims reconciliations and ensure regulatory compliance
• Assist with financial reporting, audits, and statutory submissions
• Provide insights into financial data to support business strategy

• Education: Completed BCom Accounting (minimum); SAIPA articles or CIMA in progress preferred
• Experience: 24 years accounting experience, ideally within the short-term insurance / financial services industry
• Skills: Strong IFRS knowledge, advanced Excel skills, and exposure to insurance accounting systems or packages
• Non-negotiables: Must have worked in a multi-entity and deadline-driven environment, with exposure to insurance-related reconciliations

Introduction

Through our client-facing brands Metropolitan and Momentum, with Multiply (wellness and rewards programme), and our other specialist brands, including Guardrisk and Eris Property Group, the group enables business and people from all walks of life to achieve their financial goals and life aspirations.

We help people grow their savings, protect what matters to them and invest for the future. We help companies and organizations care for and reward their employees and members. Through our own network of advisers or via independent brokers and utilizing new platforms Momentum Group

provides practical financial solutions for people, communities and businesses. Visit us at

Role Purpose

• The purpose of this role is to build a sustainable Short-Term Insurance business unit that

provides Short-Term Insurance solutions to Intermediaries through training & technical

sales support

• Create marketing opportunities for FAsin order to increase market share for the business

Responsibilities and work outputs

• Identifying and sourcing new FAs and Specialist FA's

• Train and support FAs with regards to Momentum Insure and it's offering

• Identifying opportunities for the FAs to pursue

• Generating sales

• Travel extensively

Competencies required

• Technical Skills and Competence

• Relationship building

• Convincing

• Results Focused

• Tenacity

• Presentation skills

• Risk awareness

• Cross selling

Experience and Qualifications

• Matric/Grade 12 (minimum)

• Relevant marketing and/sales degree, diploma or equivalent (beneficial)

• FAIS Credits(min 30 credits in short term insurance if date of first appointment is before 2010); or if date of first appointment is on or after 01/01/2010, a full recognized qualification as per FSCA qualification list (beneficial)

• Knowledge of the current regulatory environment (FAIS, FICA, POPIA)

• In depth specialist knowledge of short-term insurance products (personal and commercial lines)

• Minimum of 4 years short term insurance experience (Independent financial advisory –; Brokers)

• Face to face engagement with Brokers

• Applicant must hold a valid driver's license and own transport

Location

The above-mentioned position is currently available at our office in Cape Town.

All positions will be filled in accordance with our Employment Equity plan. We also encourage people with disabilities to

apply.