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Support Assistant (Cape Town South) Fixed Term Contract needed at PPS

Job title : Support Assistant (Cape Town South) Fixed Term Contract

Job Location : Western Cape, Cape Town

Deadline : April 08, 2024

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

How to Apply for this Offer

Interested and Qualified candidates should Click here to Apply Now

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