Business Support Assistant

PPS


Date: 9 hours ago
City: Cape Town, Western Cape
Contract type: Full time
Job Description,

Reporting to the Area Business Manager, the Business Support Assistant will be responsible for producing high quality, detailed work based on established standards, guidelines and procedures within the prescribed SLA’s.

, Requirements,

Formal Qualifications

  • Matric
  • Any relevant diploma

Experience

  • At least 5 years’ experience in the financial services or Life Assurance industry in an administrative role

Knowledge

  • Intermediate knowledge of the Life Assurance or Financial Services Industry
  • MS Office package, particularly, Internet, Outlook and Excel
  • Adept in insurance operating systems

, Duties and Responsibilities,

Key Responsibilities

  • Train and accredit Internal and External Advisors’ support staff on Gemini products and processes
  • Trace and upload all outstanding requirements to process applications in the shortest possible turnaround time
  • Assist with Curo health appointments
  • Assist branch to make regional monthly targets
  • Uploading and follow up of the following queries: premiums, change of beneficiary, debit orders, letters of authority, change of broker, amendments, change of DOC, change of details, claims
  • Support functions include performing daily routine procedures
  • To monitor Incompletes and Service Request and communicate outstanding requirements on applications as well as on aftersales service queries
  • Ordering necessary forms and brochures for office when needed Take ownership of service level standards and ensure they are achieved consistently
  • Providing quotations and statements of benefits to intermediaries and Business consultants
  • Provide administrative backing to the Business consultant and directly to intermediaries on both Gemini & PPS requests.

Interpersonal And Intrapersonal Skills

  • Networking skills
  • Proactive
  • Client Service Orientated
  • Attention to detail
  • Problem solving skills
  • Target-Driven
  • Organisational skills
  • Communication skills
  • People skills
  • Decision making skills
  • Team collaboration
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