Support Assistant - JHB West

About the role

PPS is seeking a Support Assistant (JHB West) for its Advice and Distribution business unit and External Distribution department, based in Constantia Kloof, Gauteng. Reporting to the Team Leader, the role provides administrative and operational support to Business Consultants and intermediaries, keeping applications and service requests accurate, consistent and delivered within service level agreements. It is a permanent position.

Key responsibilities

• Upload and follow up on policy and service queries, including premium, beneficiary change, debit order, letters of authority, broker change, policy amendment, DOC change, client details and claims queries.
• Check and capture applications within four hours of receipt, maintaining an accuracy level of 95%.
• Monitor outstanding requests, communicate missing requirements and follow up on incomplete documentation.
• Provide quotations and statements of benefits to intermediaries and support Business Consultants with broker workshops.
• Complete an annual assessment on the appropriate systems.

Required profile

• Matric (Grade 12) qualification.
• At least two years of administrative experience in the financial services or life assurance industry.
• Basic knowledge of the life assurance or financial services industry.
• Careful, conscientious, consistent and responsive, with a client-service orientation and a target-driven approach.

Required skills

• Microsoft Outlook for email and follow-ups.
• Microsoft Excel for spreadsheets and records.
• Internet applications and other Microsoft Office tools.