Job Advert Summary
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.
Minimum Requirements
Formal Qualifications:
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.
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