Administrator at Discovery Limited

Key Purpose

The administration of all Discovery Invest products and the processing of Normal transfers (Withdrawal and Retirement) including Section 14 & Section 37 transfers (Directive 135) handling telephonic or other queries from policyholders, financial advisors, franchises and other companies.

Areas of responsibility may include but not limited to

• Administration of and Specialising in Retirement funds such as Preservation Provident, Preservation Pension, Retirement Annuities, Living Annuities
• Processing of various types of transfers
• Requesting and following up on all outstanding documents with external companies, financial advisors, franchises and client’s
• Dealing with queries via email and taking of inbound calls with a possibility of outbound calls also
• Dealing with escalations
• Relationship building with financial advisors and internal and external colleagues/clients
• Dealing with walk-in clients, you should be able to assist and then also to be able to answer them regarding any and all their questions
• Monitoring of the task list to ensure all cases are assign to you that should be within the agreed Service Level Agreement
• Assist with the manual capturing of applications
• Assisting with testing and system implementations

Personal Attributes and Skills

• Drives Results
• Values Driven
• Optimistic
• Learns on the Fly
• Resilient
• Instils Trust
• People Savvy
• Problem Solver
• Manages Complexity
• Balances Stakeholders
• Ability to handle pressure and tight deadlines
• Good communication skills
• Customer service orientation

Education and Experience

• Matric
• 3 – 5 years experience do you have as an administration within the LISP Industry
• Knowledge and understanding of Long-Term Insurance Act and Retirement Products
• Knowledge and experience in the processing of Section 14 and Section 37 transfers (Directive 135)
• Experience using the following systems is an added advantage (Required):
• Frontline
• Computer literacy with Microsoft Office suite