Graduate Intern: Professional Service Agent

2 months ago


Parktown, South Africa PPS Recruitment Full time

**Job Advert Summary**:
The Professional Services Agent (PSA) plays a pivotal role within PPS Mutual, providing dedicated support to sales and distribution across Australia. As a core member of the team, the PSA ensures seamless service and effective coordination between internal and external stakeholders to enhance the service delivery of PPS Mutual’s offerings

**Minimum Requirements**:
**Education**
- Degree

**Knowledge and Skills**:

- Financial Services

**Duties and Responsibilities**:

- Ensure accurate data capture for all new business, prioritizing the Quote for Change (QFC) process to handle alterations efficiently and effectively.
- Process and update details for plan anniversaries, maintaining timely adjustments for ongoing member servicing.
- Manage post-sale updates to members' plans, ensuring required changes are processed promptly to uphold service quality.
- Conduct routine data checks and validations to confirm accuracy in member information, aligning with compliance and service standards.
- Provide administrative support by tracking and processing post-sale service requests, streamlining workflows.
- Collaborate with internal teams to ensure uninterrupted servicing and smooth functionality for member plans.
- Serve as a point of contact for internal teams, addressing inquiries on post-sale servicing processes



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