Support Assistant (Potchefstroom)

PPS; Potchefstroom; On-site; ZAR 50 000 - 200 000; Full time

Job summary

A financial services company seeks a Support Assistant in Potchefstroom. This role focuses on delivering high-quality, precise work within established guidelines. Responsibilities include handling administrative tasks, managing client queries, and supporting Life Specialists. Ideal candidates should have a Matric qualification and at least 2 years of experience in the Financial Services or Life Assurance industry. The position requires strong computer literacy with MS Office and excellent interpersonal skills.

Qualifications

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

Responsibilities

• Upload and follow up on queries such as premiums and claims.
• Check and capture applications within 4 hours with 95% accuracy.
• Support daily routine procedures.
• Monitor incompletes and service requests.
• Provide administrative backing to Life Specialists.

Skills

Client service orientation

Target-driven

Conscientious

Responsive

Careful

Helpful

Consistent

Education

Matric (Grade 12)

Tools

MS Office (Internet, Outlook, Excel)

Job description

Job Description

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.

Purpose of the Job

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.

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 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.