Support Assistant (PMB)

at  PPS Recruitment

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.

INTERPERSONAL AND INTRAPERSONAL SKILLS:

• Careful.
• Helpful.
• Conscientious.
• Consistent.
• Responsive.
• Client service orientation
• Target-driven

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 SLA’s.

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.
• Ordering necessary forms and brochures for the office when needed.