Lbd Support Assistant
5 hours ago
**Main duties and responsibilities**:
- Uploading and following 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.
- Within 4 hours of being received
- With a 95% accuracy level
- Support functions include performing daily routine procedures
- Communicating outstanding requirements after the request has been uploaded
- Completing an annual assessment on the appropriate systems
- Providing administrative backing to the Life Specialists and directly to intermediaries
- Providing quotations and statements of benefits to intermediaries
- Taking ownership of service level standards and ensuring they are consistently achieved
- Assisting the Life Specialists with organising broker workshops
- Ordering the necessary forms and brochures for office when needed
**Formal Qualifications**:
- Matric (Grade 12)
- **Experience and Knowledge**:
- At least 2 years’ 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
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