Support Assistant

Pps; Pietermaritzburg; On-site; ZAR 50 000 - 200 000; Full time

Job summary

A financial services provider is seeking a Support Assistant in Pietermaritzburg. This role focuses on producing high-quality, detailed administrative work, requiring at least 2 years of experience in the Financial Services or Life Assurance industry. Key responsibilities include managing service level standards and supporting Life Specialists. Candidates must have a Matric qualification and proficiency in MS Office.

Qualifications

• At least 2 years of experience in the Financial Services or Life Assurance industry in an administrator role.
• Basic knowledge of the Life Assurance or Financial Services industry.
• Computer Literacy in MS Office package, particularly Internet, Outlook, and Excel.

Responsibilities

• Upload and follow up on queries: premiums, change of beneficiary, debit orders, etc.
• Check and capture applications with a 95% accuracy level.
• Perform daily routine administrative procedures.
• Monitor incompletes and service requests.

Skills

Attention to detail

Client service orientation

Patience

Responsiveness

Education

Matric (Grade 12)

Tools

MS Office

Job description

Closing Date / 11 / 17 Reference NumberPPS Job TypePermanent Job TitleSupport Assistant (Pietermaritzburg) Business UnitAdvice and Distribution DepartmentExternal Distribution Location - CountrySouth Africa Location - ProvinceKwaZulu-Natal Location - Town / CityPietermaritzburg Job Advert SummaryPurpose of the Job : The focus of this position is producing high-quality, detailed work based on established standards, guidelines, and procedures.

Precise, consistent work output is essential requiring patience and a willingness to handle and complete one task at a time.

Communication with others is based on knowledge of repetitive job routines and procedures gained from sufficient on-the-job experience.

Consistent, error-free work based on defined regulations and standards are key measures of job performance success.

This position is designed to develop a valued technical expert who can deliver quality work consistently.

Minimum Requirements

• Formal Qualifications: Matric (Grade 12).
• Experience and Knowledge: At least 2 years of experience in the Financial Services or Life Assurance industry in an administrator role.
• Basic knowledge of the Life Assurance or Financial Services industry.
• Computer Literacy: MS Office package, particularly Internet, Outlook, and Excel.
• Interpersonal and Intrapersonal Skills: Careful. Helpful. Conscientious. Consistent. Responsive. Client service orientation.

Target‑driven Duties and Responsibilities

• Upload and follow up on the following queries: premiums, change of beneficiary, debit orders, letters of authority, change of broker, amendments, change of DOC, change of details, claims, etc.
• Check and capture applications within 4 hours of being received with a 95% accuracy level.
• Perform daily routine administrative procedures.
• Monitor incompletes and service requests and communicate outstanding applications and Aftersales Service requests.
• Complete an annual assessment on appropriate systems.
• Provide administrative backing to the Life Specialists and directly to intermediaries.
• Provide quotations and statements of benefits to intermediaries.
• Take ownership of service level standards and ensure they are achieved consistently.
• Assist the Life Specialists in organising broker workshops.

Reporting

Reporting to the Team Leader, the Support Assistant will be responsible for producing high quality, detailed work based on established standards, guidelines and procedures within the prescribed SLA's.