Support Assistant (Cape Town South)

PPS; Cape Town; On-site; ZAR 180,000 - 240,000; Full time

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.

Skills

Attention to detail

Helpful

Consistent

Responsive

Client service

Target driven

Education

Matric (Grade 12)

Tools

MS Office

Excel

Outlook

Job description

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.

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.
• Consistent.
• Responsive.
• Client service orientation
• Target-driven

Duties and Responsibilities

Main 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.
• Support functions include performing daily routine procedures.
• Monitor incompletes and service requests and communicate outstanding applications and Aftersales Service requests started.
• Communicate outstanding requirements after the request has been uploaded.
• Complete an annual assessment on appropriate systems.
• Provide administrative backing to the Business Consultants 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 Business Consultants in organising broker workshops.