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.
Key Outputs
The successful applicant will be responsible for but not limited to the following broad job functions:
• Administration of all Discovery Invest products
• Handling telephonic queries from policyholders, financial advisors and franchises
• Liaising with clients and franchise in obtaining outstanding requirements
• Relationship building with financial advisors and internal and external colleagues /clients
• Statistics of workloads to ensure that daily targets are met
• Ensure that all standard operating procedures and business rules are adhered to.
• Assisting with testing and system implementations
• Administration of all Discovery Invest products
• Handling telephonic queries from policyholders, financial advisors and franchises
• Liaising with clients and franchise in obtaining outstanding requirements
• Relationship building with financial advisors and internal and external colleagues /clients
• Statistics of workloads to ensure that daily targets are met
• Ensure that all standard operating procedures and business rules are adhered to.
• Assisting with testing and system implementations
Personal Attributes and Skills
• Questioning techniques
• Customer service orientation
• Conflict handling
• Good communication skills
• Relationship building skills
• Results orientation
• Assertiveness
• Positive attitude
• Commitment
• Time management skills
• Customer service orientation
• Conflict handling
• Good communication skills
• Relationship building skills
• Results orientation
• Assertiveness
• Positive attitude
• Commitment
• Time management skills
Qualifications & Experience
• Matric
• A minimum 2 years administrative experience in the LISP industry
• Knowledge and understanding of Long-Term Insurance Legislation
• Knowledge and understanding of the Lisp industry and retirement products
• Experience using the following systems is an added advantage:
- Visibility
- Compass
- Computer literacy with Microsoft Office suite
• A minimum 2 years administrative experience in the LISP industry
• Knowledge and understanding of Long-Term Insurance Legislation
• Knowledge and understanding of the Lisp industry and retirement products
• Experience using the following systems is an added advantage:
- Visibility
- Compass
- Computer literacy with Microsoft Office suite
How to apply for this:
Closing date: 26-02-2018
No comments:
Post a Comment
Note: only a member of this blog may post a comment.