Administrator at Discovery Limited

Key Purpose

•  The main purpose of this role is the administration of all Discovery Invest products, including but not limited to payments and handling telephonic queries from policyholders, financial advisors and franchises.

Responsibilities

Administration of all Discovery Invest products

• Administer all Discovery Invest products with precision and adherence to business rules.
• Accurately and timeously process all Retirement Claims, ensuring compliance and quality standards.
• Maintain a low error rate with a continuous improvement mindset and a goal of zero errors.
• Handle telephonic queries and escalations from policyholders, financial advisors, and franchises with professionalism and empathy.
• Liaise with clients and franchises to obtain outstanding documentation and resolve issues efficiently.
• Foster strong relationships with financial advisors, internal teams, and external stakeholders to enhance collaboration and service delivery.
• Monitor and report on workload statistics to ensure daily targets are met (TWT – Today’s work Today).
• Ensure all activities align with standard operating procedures and business rules.
• Assist with testing and implementation of system updates and enhancements.
• Investigate and resolve tax-related errors with accuracy and attention to detail.

Education and Experience

• Matric
• University degree (advantageous) 

Required skills and qualifications

•  Retirement funds experience and tax directive application knowledge will be advantageous