Servicing Administrator at Discovery Limited

Key Purpose

• The primary function of this role is to capture all new business onto the system so that monthly servicing on the scheme (Billing, Underwriting and claim departments) can take place.
• Handling all queries relating to any of the above with external and internal clients.

Areas of responsibility may include but not limited to

• Capture/Update Employer information on the system
• Load Beneficial Owners Information on the system and ensure the information is kept up to date.  
• Anti-money laundering checks and validations
• Follow up on outstanding FICA documents with Service Consultants and Brokers.
• Compile weekly stats showing progress of outstanding work and to ensure on track to meet month end SLA.
• Where required, assist co-workers and the team to resolve queries and escalations.
• Adhoc system testing
• Providing effective, efficient, and professional service to all our clients, both telephonically and through written correspondence
• Maintains, report, arrange, organize, and update the filing systems and procedures
• Responding to queries ensuring they are resolved timeously and effectively and managing workflow
• Conduct meetings and give update on remediation progress.
• Issue monthly Know your customer forms/Communication to clients.
• Assisting with data investigations and playing a supportive role to obtain data from clients and brokers.
• Maintain required levels of data quality, accuracy and completeness.

Personal Attributes

• Analytical and problem solving
• Good written and verbal communication
• Customer Focus
• Interpersonal Savvy
• Innovation
• Integrity
• Attention to detail
• Planning, prioritising and organising
• Team Work/Collaboration
• Stress Tolerance
• Problem Solving

Education and Experience

• Matric – Essential
• Knowledge of Employee Benefits (Group Risk schemes)
• Product and process knowledge
•  1- 2 years working experience within Group Life Administration Environment advantageous
• Intermediate/Advanced excel skills