Lbs Support Assistant
2 weeks ago
**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
- Within 4 hours of being received
- With a 95% accuracy level
- Support functions include performing daily routine procedures
- Communicate outstanding requirements after 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 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
- Client service orientation
- Target-driven
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