Internship: Servicing Administrator at Discovery Limited

Key Purpose

• The Administration of transfers i.e. Section 14 & Section 50 transfers from Discovery’s platform to other Insurers/Companies

Objectives of this role

• Processing of transfers out (Section 50, Section 14 )  from Discovery’s platform to other Insurers/ Companies within the set SLA’s and in accordance to legislation.
• Handling telephonic and email queries from policy holders, financial advisors, franchises and other Insures/Companies

Responsibilities

• Processing of Section 14 and Section 50 transfers out.
• 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 and ensuring that recovery on service failures are resolved timeously.
• Relationship building with financial advisors and internal and external colleagues.
• Monitoring of the task list to ensure all cases are within the agreed Service Level Agreements.
• Assisting with testing and system implementations
• Ensure that quality standards are met at all times.

 Competencies

• Quality orientation/attention to detail
• Customer service orientation
• Coping and dealing with pressure
• Good communication skills (verbal and written)
• Relationship building skills
• Results orientation
• Time management skills

Education and Experience

• Matric with minimum 2 years Linked Investment Service Provider (LISP) experience.
• Knowledge and understanding of Long-Term Insurance Act and Pension Fund Act on Section 50 and Section 14 transfers.
• Knowledge and understanding of Retirement Products
• LISP (Linked Investment Service Provider) administration experience.