Support Assistant

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Support Assistant
Location: Pietermaritzburg, KwaZulu-Natal (Listed under Gauteng in advert – may need clarification)
Company/Unit: Advice and Distribution – External Distribution
Reference Number: PPS250709-3
Job Type: Permanent
Closing Date: 14 July 2025

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Purpose of the Role

The Support Assistant reports to the Team Leader and is responsible for producing high-quality, detail-oriented work within set service level agreements (SLAs). This role suits a patient, focused individual who thrives on accuracy, routine, and delivering consistent results based on clear procedures and standards.

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Minimum Requirements

Qualifications:

• Matric (Grade 12)

Experience:

• Minimum of 2 years' experience in the Financial Services or Life Assurance industry in an administrative capacity

• Basic industry knowledge of Life Assurance or Financial Services

Computer Literacy:

• Proficient in MS Office (particularly Outlook, Excel, and Internet usage)

Key Attributes:

• Attention to detail

• Conscientious and consistent

• Client-service orientation

• Reliable and responsive

• Target-driven

• Helpful and supportive

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Duties and Responsibilities

• Upload and follow up on service requests including:

  • Premium queries

  • Change of beneficiary

  • Debit orders

  • Letters of authority

  • Change of broker, DOC, or details

  • Claims and amendments

• Application processing:

  • Capture applications within 4 hours of receipt

  • Maintain 95% accuracy level

• Monitor and follow up on:

  • Incomplete applications

  • Outstanding requirements

  • Service requests

• Provide administrative support to Life Specialists and intermediaries

• Generate and send quotations and statements of benefits

• Assist with broker workshops and ensure service level standards are consistently met

• Maintain inventory of necessary forms and brochures

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