Website PPS
PPS has more than 200 000 members who enjoy access to a comprehensive suite of financial and healthcare products that are specifically tailored to meet the needs of graduate professionals. PPS is the largest South African company of its kind that still embraces an ethos of mutuality, which means … read morethat it exists solely for the benefit of its members. Thus, members who are policyholders can exclusively share in the profits of PPS Insurance and those who have PPS Investments products can also share in the profits of PPS Investments.
Formal Qualifications:
Matric (Grade 12).
Experience and Knowledge:
At least 2 years of experience in the Financial Services or Life Assurance industry in an administrator role.
Basic knowledge of the Life Assurance or Financial Services industry.
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.
Check and capture applications:
Within 4 hours of being received.
With a 95% accuracy level.
Support functions include performing daily routine procedures.
Monitor incompletes and service requests and communicate outstanding applications and Aftersales Service requests started.
Communicate outstanding requirements after the 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.
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