Administrator - Discovery Invest

eg. Accountant or Accounting or Kempinski



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Job Description: Responsibilities, Qualifications, and Necessary Skills





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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.

Areas of responsibility may include but not limited to

  • 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


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Personal Attributes and Skills

  • Drives Results
  • Values Driven
  • Optimistic
  • Learns on the Fly
  • Resilient
  • Instils Trust
  • People Savvy
  • Problem Solver
  • Manages Complexity
  • Balances Stakeholders
  • Ability to handle pressure and tight deadlines
  • Good communication skills
  • Customer service orientation
     

Education and Experience

  • Matric
  • A minimum of 2 – 3 years of 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


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