Support Assistant (JHB West)

PPS Recruitment; Roodepoort; Vor Ort; ZAR 180.000 - 240.000; Vollzeit

Zusammenfassung

PPS Recruitment is seeking a Support Assistant in the financial services sector to produce precise, routine-focused work within SLAs. The role emphasizes accuracy, adherence to standards, and patient, methodical output while supporting Business Consultants and intermediaries.

The ideal candidate has Matric, 2+ years in admin within financial services, and strong MS Office skills; you will handle queries, process applications, and maintain service levels with care and responsiveness.

Qualifikationen

• Matric (Grade 12) is required.
• 2+ years experience in financial services admin.
• Basic knowledge of life assurance/financial services industry.

Aufgaben

• Upload and follow up on queries: premiums, beneficiaries, debit orders, letters of authority, broker changes, amendments, DOC, changes, claims.
• Check and capture applications within 4 hours of receipt with 95% accuracy.
• Perform daily routine administrative tasks and support service objectives.
• Monitor incomplete and service requests and communicate outstanding applications.
• Provide quotations and statements of benefits to intermediaries.
• Assist in organizing broker workshops.

Kenntnisse

Careful

Helpful

Consistent

Responsive

Client service orientation

Target-driven

Ausbildung

Matric (Grade 12)

Tools

MS Office (Word/Excel/Outlook)

Jobbeschreibung

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.