Support Assistant (Cape Town South)

PPS; Cape Town; On-site; ZAR 120,000 - 180,000; Full time

Job summary

PPS is seeking a diligent Support Assistant to perform high-quality administrative tasks within SLA guidelines. The role emphasizes precision, adherence to procedures, and consistent output, with a focus on supporting Business Consultants and intermediaries.

The candidate should have at least 2 years in financial services or life assurance admin, solid MS Office skills, and a service-oriented mindset. This on-site role offers daily routine procedures and continuous learning opportunities.

Qualifications

• Matric (Grade 12) is required.
• 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.

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 95% accuracy.
• Provide administrative backing to the Business Consultants and intermediaries; provide quotations and statements of benefits.
• Monitor incompletes and service requests and communicate outstanding applications and requests.

Skills

Attention to detail

Helpful attitude

Conscientiousness

Consistency

Responsive communication

Client service orientation

Target-driven

Education

Matric (Grade 12)

Tools

MS Office

Outlook

Excel

Internet

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).

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.

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 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.