Function of the Position:
The Support Assistant will be responsible for providing high-quality, detailed work based within the parameters of the specified service level agreements (SLAs), and will report their progress to the Team Leader.
Producing work of a high quality and level of detail that is based on previously defined standards, norms, and procedures is the primary responsibility of this role. It is necessary to produce work that is accurate and consistent, which calls for patience as well as a commitment to focus on and finish one task at a time. Knowledge of repeated job routines and processes earned from having appropriate amount of time on the job is the foundation for effective communication with others. Work that is reliable, devoid of errors, and based on clearly outlined norms and standards are essential components of successful job performance. This role is intended to foster the development of a valuable technical expert who is capable of producing work of a consistently high quality.
Requirements Bare Minimums
Qualifications in the Formal Sense:
Matric, often known as Grade 12.
Acquiring Knowledge and Experience:
a minimum of two years of experience working in an administrative capacity within the Financial Services or Life Assurance industry.
Knowledge of the Life Assurance or Financial Services industries on a fundamental level.
Knowledge of Computers:
The Microsoft Office suite, in particular Internet Explorer, Microsoft Outlook, and Excel.
Having a good conscience.
Always the same.
Receptive to input.
Focus on providing service to customers
oriented toward achieving goals
Inherent Obligations and Accountability
Principal delegated tasks and responsibilities:
You are required to upload and keep track of the following queries: premiums, changes to the beneficiary, debit orders, letters of authorization, changes to the broker, amendments, change of DOC, change of information, claims, and so on.
Applications for checking and capturing:
within the first four hours of having been received.
At a level of accuracy equal to 95%.
The performance of normal tasks on a daily basis is included in support functions.
Maintain a watchful eye on unfinished business and service requests, and be sure to report any outstanding applications or After-Sales Service requests that have been initiated.
After the request has been uploaded, communicate any remaining criteria that are needed.
Conduct an evaluation on the suitable systems on a yearly basis.
Give the Life Specialists and intermediates easy access to your administrative support.
Give intermediaries remarks and quotations about the benefits of working with you.
Assume responsibility of the service level standards, and make it a priority to guarantee that they are constantly met.
Help the Life Specialists organize broker workshops by providing assistance when needed.
When necessary, placing orders for the office to receive relevant brochures and paperwork.