Key Purpose

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
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