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. The position is also not limited to what is mentioned above.
Closing date: Ongoing
Location: South Africa
Key Output
The successful applicant will be responsible for but not limited to the following job functions:
- 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
Competencies
- Quality/Attention To Detail
- Planning and Organizing/Work Management
- Customer service orientation
- Coping and dealing with Pressure
- Good communication skills (Talking and typing)
- Relationship building skills
- Results orientation
- Assertiveness
- Positive attitude
- Commitment
- Time management skills
Qualifications & Experience
- Matric – Required
- Knowledge and understanding of Long-Term Insurance Act (Directive 135) – Nice to have
- Knowledge and understanding of Retirement Products (Section 14) – Nice to have
- LISP (Linked Investment Service Provider) administration experience.
- Experience using the following systems is an added advantage (Nice to have):
- Frontline
