Servicing Administrator-Intern

Discovery Invest ·

Requirements

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.

Job Description

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