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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.
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
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
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.
Internal Communications and Events Consultant
About Discovery VitalityLife
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.
Overall Job purpose
To provide communications and event management support in South Africa (SA), for the Internal Comms and Engagement team. The role primarily supports the Internal Comms Business Partner, the Head of Employee experience and the SA Head of People, whilst also providing cross-portfolio support where required. It’s a critical role that will enable us to deliver a best-in-class employee communications, experience and wellbeing programme.
Primary Tasks:
Support the Internal Communications Business Partner as well as the SA Head of People with the following:
Events and activations:
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- Driving participation in the annual Wellness Day week including flu jabs
- Organising and managing monthly wellbeing workshops (and other adhoc workshops)
- Work closely with Planning team for scheduling of frontline teams
- Organise Mental Health Champions quarterly session (invite and attendee management)
- Logistical support for in-person events (room bookings, catering, printing collateral, managing suppliers and liaising with stakeholders as required)
- On the ground support for in-person activities
- Process management for wellbeing programmes and activations
Communications support:
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- Research content
- Source employee stories
- Update and edit VITL hub content
- Work with design on concepts
- Draft and edit general communications for SA community
- Weekly Digest newsletter:
- Research content and source stories
- Draft copy and source suitable imagery
- Proof and edit
Support the SA Head of People, Head of Employee Experience/employee event manager with the following:
- Coordinating leadership engagements events (site visits, broadcasts, roadshows):
-
-
- Attendee and invite management
- Room bookings
- Venue hire
- F&B
- On-site logistical support
- Star Awards programme:
- Contribute to quarterly data reports
- Coordinating quarterly winner announcements
- Logistical support for two-day quarterly experience (flights, attendee management), including hands-on support at the event if required.
- Assist with the relevant invoicing cross charging
- BAU events (CSI Events, annual parties, roadshows, SLTs):
- Attendee management
- Printed collateral
- Invoicing
- Hands-on support at the events
Cross-team support (UK and SA people team):
- Manage VITL mailbox and flag actions to relevant team members
- Manage internal comms calendar and team activity/campaign schedule to ensure appropriate cadence in SA
- Run staff competitions and sponsorship ticket drives
- VITL platform BAU management (updates and site management)
- Invoice management and expenses
- Adobe Workfront management for design jobs
- Manage merchandise / desk drop purchasing and research
- Invoicing
- Draft and edit BAU comms for Internal Comms Business Partner / SA Head of People
- Support the SA Head of People with any ad-hoc events and travel logistics as they arise
Requirements:
- Good level of secondary education + some work experience
- Degree level or equivalent + 2-5 years work experience
- Degree level or equivalent, possibly professional qualifications and 5 years + work experience
- Significant work experience at a senior level
Essential
- Confident writing skills
- Excellent interpersonal skills
- Strong organisational skills
- Proven ability to manage multiple and varied projects and tasks simultaneously
- Strong affinity with our core purpose and values; desire to drive positive change
Event experience
Desirable
- Experience with different digital platforms
- Experience with Photoshop/Indesign or similar design tools
- Experience with SurveyMonkey or similar polling/surveying tools
- Experience with Office365
- Experience delivering internal events: meetings, town halls, launches etc
Tax Specialist
Discovery – Group Tax
Tax Specialist
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 Group Tax
The Group Tax Department is responsible for the Tax Strategy of Discovery. This encompasses the following functions:
- Responsible for tax planning, compliance, reporting throughout the group
- Provides technical advice to business to ensure compliance with existing and new legislation
- Responsible for tax calculations, tax return submissions, tax accounting and reporting
- Engaging with and managing relationships with SARS
Areas of responsibility may include but not limited to
- Preparation/review of various tax reporting requirements for the Corporate and International Tax Function.
- Assist in the preparation/review of various section 9D CFC controlled foreign company calculations
- Assist in researching and advising business of corporate tax implications for various business transactions
- Keep up to date with relevant Income Tax Act and Tax Administration Act guidelines
- Provide training on technical corporate tax matters to business units as required.
- Preparation of the Income tax and deferred tax computations of various subsidiaries in the Gorup to assist with interim and year end reporting requirements
- Preparation of tax returns for various subsidiaries within the Group.
- Liasing directly with auditors (internal and external)
- Liase directly with external legal advisors on technical matters as appropriate.
- Preparation of various reports and internal memorandums
- Any other ad-hoc items to support the Group Tax Function as necessary. This may include tasks related to other taxes as well including for example international tax aspects, VAT and other indirect taxes.
Technical Skills and Knowledge
- Excellent Excel knowledge
- Detailed knowledge, understanding and application of South African tax legislation, including international tax related concepts.
- Knowledge and understanding of IFRS
Education and Experience
- Bcomm (Accounting) or CA(SA)
- 2-5 years experience in a tax department within a large corporate, (financial services is preferable) dealing primarily with local corporate income tax matters
- Advanced postgraduate qualifications in tax (preferable).
Accountant
Key purpose of the role
The Group Accountant will be responsible for the consolidation of monthly and annual financial reporting function in Discovery and all associated processes.
Areas of responsibility
- Assist with producing monthly consolidated management accounts, which include the Group Income statement, Statement of Financial Position, Statement of Other Comprehensive Income, Statement of Changes in Equity, Cash flow statement as well as the preparation of segmental information. This responsibility includes the review of foreign subsidiary translations and all consolidation entries to be processed to produce IFRS compliant results.
- Produce a consolidated view of the Group budget and forecast for presentation at Group Exco and Discovery Limited Board.
- Assist with preparing financial results for Discovery Limited Board meetings
- Produce the Interim Results and Annual Financial Statements (AFS) for Discovery Limited Group, as well as various other external reports
- Provide financial information to the Group Risk team to assist reporting of Solvency and Embedded Value
- Assist with ad hoc queries received from the External Reporting and Investor Relations team
- Liaising with internal and external auditors
- Assisting with the administration of the accounting system (Sage) and reporting tool (OneStream) for the Discovery Group as and when required.
- Assist with ad hoc finance queries from business areas.
- Assist with preparation and review of SENS announcements relating to financial results.
Profile
- Advanced knowledge of IFRS standards
- Strong written and verbal communication skills
- Impeccable attention to detail and accuracy
- Ability to work well under pressure
- Strong interpersonal skills
- Strong project management skills
- Advanced Excel knowledge and experience
We wish you all the best with your applications
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