Support Assistant (Bloemfontein)

PPS; Bloemfontein; On-site; ZAR 150,000 - 210,000; Full time

Job summary

A leading company in the Financial Services sector seeks a detailed and conscientious Support Assistant. You will be responsible for high-quality administrative work, ensuring client service excellence and adherence to service standards. Ideal candidates should have a Matric certificate and experience in the industry. This role offers the opportunity to develop into a valued technical expert with a focus on precision and efficiency.

Qualifications

• At least 2 years in Financial Services or Life Assurance in an administrator role.
• Basic knowledge of the Life Assurance or Financial Services industry.

Responsibilities

• Upload and follow up on queries related to premiums and changes.
• Check and capture applications within 4 hours with 95% accuracy.
• Provide administrative support to Life Specialists and intermediaries.

Skills

Attention to detail

Client service orientation

Consistency

Education

Matric (Grade 12)

Tools

MS Office

Job description

Job Description,

Purpose of the Job:

Reporting to the Team Leader, the Support Assistant will be responsible for producing high-quality, detailed work based within the prescribed service level agreements (SLAs).

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.

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 SLAs.

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

Main Duties And 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, etc.
• Check and capture applications within 4 hours of receipt with a 95% accuracy level.
• Support functions include performing daily routine procedures.
• Monitor incompletes and service requests, and communicate outstanding applications and aftersales service requests.
• Communicate outstanding requirements after the request has been uploaded.
• Complete an annual assessment on appropriate systems.
• Provide administrative support to the Life Specialists and intermediaries.
• Provide quotations and statements of benefits to intermediaries.
• Take ownership of service level standards and ensure they are achieved consistently.
• Assist in organising broker workshops.
• Order necessary forms and brochures for the office when needed.