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To apply, click on the link at the end of the posts and all the best with your applications
Internship: Servicing Administrator
About Discovery
Discovery’s core purpose is to make people healthier and to enhance and protect their lives. We seek out and invest in exceptional individuals who understand and support our core purpose, and whose own values align with those of Discovery. Our fast-paced and dynamic environment enables smart, self-driven people to be their best. As global thought leaders, Discovery is passionate about innovating in order to not only achieve financial success, but to ignite positive and meaningful change within our society.
About Invest
Launched in 2007, Discovery Invest offers the full range of investment products for any client need, providing access to our top performing range of Discovery funds as well as a wide selection of leading local and international fund managers. Recently, Discovery Invest launched a unique offshore offering to enable South African investors unparalleled ease in accessing international investment opportunities. Discovery Invest is seeking to leverage the shared-value model to promote financial health and freedom for millions of South Africans. Through unique behavioural incentives and benefits, we reward clients for positive investment behaviour with extra investment returns. Discovery Invest is the only shared value investment platform in the country maximizing client outcomes before and after retirement. It is important for our employees to provide world class service to our internal and external clients, thereby ensuring long and sustainable relationships.
Key Purpose
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
- 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
Education and Experience
- 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.
Click here to apply
Internship: Service Consultant
About Discovery
Discovery’s core purpose is to make people healthier and to enhance and protect their lives. We seek out and invest in exceptional individuals who understand and support our core purpose, and whose own values align with those of Discovery. Our fast-paced and dynamic environment enables smart, self-driven people to be their best. As global thought leaders, Discovery is passionate about innovating in order to not only achieve financial success, but to ignite positive and meaningful change within our society.
About Discovery Invest
Discovery Invest is an ever growing fast-paced and dynamic environment that provides innovative products. This environment thrives on customer engagement and customer experience as well as mutually beneficial relationships with our brokers and other stakeholders. It is important for our employees to provide world class service to our internal and external clients, thereby ensuring long and sustainable relationships.
Key Purpose
We are looking for Service Consultants who are client centric with a passion for customer service and who embrace our core purpose and and values through every interaction.
Areas of responsibility may include but not limited to
- Dealing with multiple telephonic queries from Investors brokers and franchises
- Dealing with queries through to resolution
- Dealing with queries focussing on client satisfaction and client retention outcomes
- Accurate logging of all interactions
- Achievement of product and soft skills knowledge targets
- Adhere to risk and compliance requirements
- Updating callers on the progress of their requests
- Ensuring that callers receive service in line with Discovery Standards
- Responsible handling of administrative tasks, including keeping accurate, detailed stats of all queries and correspondence
- Accurate record keeping and quality feedback to direct line manager
- Routing queries to the correct departments or teams for adequate resolution
- Utilising all the Discovery systems required for all calls, queries and correspondence
Personal Attributes and Skills
- The ability to work positively with people in a team environment
- The ability to display respect for the views and contributions of others
- Display empathy
- Good listening skills
- The ability to be supportive, caring and interest
- The ability to consult with others and share information and expertise with others
- Speak fluently
- Express opinions, information and key points of a discussion clearly
- Responds quickly to the needs of their callers and to the reactions and feedback of callers
- The ability to deliver results and exceed customer expectations
- Focus on customer needs and satisfaction
- Sets high standards for quality integrated with quantity
- Monitors, maintains quality and productivity
- Works in a systematic, methodical and organised manner
- Consistently achieves objective and goals
- Adaptive to change
- Patient and objective
- Accepts new ideas and change initiates
- Adapts interpersonal style to situational circumstances
- Displays an interest in new experiences
- Rapidly learns new tasks and commits information to memory quickly
- Demonstrates an immediate understanding of newly presented information
- Gathers comprehensive information to support decision making
- Maintains a positive outlook
- Focuses productively in a pressurised environment
- Keeps emotions under control during difficult situations
- Open to constructive feedback and learns from it
- Balances work and personal life
- Excellent verbal and communication skills
- Self-Motivated and pro-active
- Be able to prioritise work, under pressure and manage deadlines
- professional at all times
- A Team player
- resilient
- Service orientated and client centric
- Results driven
Education and Experience
- Matric
- A minimum of 2 years Call Centre experience
- A minimum of 1 years’ experience within the financial services industry
- Working experience within a LISP would be advantageous
- Related BComm Degree is advantageous
- Computer literacy: Proficient in MS Office (essential)
- Basic mathematical skills
- Broker knowledge and understanding is advantageous
EMPLOYMENT EQUITY
The Company’s approved Employment Equity Plan and Targets will be considered as part of the recruitment process. As an Equal Opportunities employer, we actively encourage and welcome people with various disabilities to apply.
Click here to apply
We wish you all the best with your applications
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