SLA-Driven Financial Services Admin Specialist

PPS Recruitment

Cape Town

On-site

ZAR 180,000 - 240,000

Full time

4 days ago

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Job summary

PPS Recruitment in Cape Town is seeking a diligent Support Assistant to join our financial services team. Reporting to the Team Leader, you will produce high-quality, accurate administration in line with SLAs, processing queries and supporting intermediaries.

The role requires Matric, 2+ years in life assurance or financial services administration, and proficiency in MS Office (Excel, Outlook). You will work carefully, patiently, and deliver consistent, reliable service through standardized

Qualifications

Matric (Grade 12) required.
2+ years in financial services or life assurance administration.
Basic knowledge of life assurance or financial services industry.
MS Office, especially Internet, Outlook and Excel.
Strong client service orientation and accurate, error-free work.

Responsibilities

Upload and follow up on queries: premiums, change of beneficiary, debit orders, letters of authority, change of broker, amendments, change of DOC, change of details, claims.
Check and capture applications within 4 hours of receipt with 95% accuracy.
Support daily routine procedures and general admin tasks.
Monitor incomplete service requests and communicate outstanding items.
Provide quotations and statements of benefits to intermediaries.
Assist Business Consultants and intermediaries in broker workshops.
Ensure service levels are achieved consistently.