Key Purpose

• The Administration of transfers i.e.  Normal transfers (Withdrawal and Retirement), Section 14 & Section 50 transfers from other Insurers/Companies to Discovery’s platform.

Objectives of this role

• Processing of transfers in (Section 50, Section 14 and Normal )  from other Insurers/Companies onto Discovery’s platform.
• Handling telephonic and email queries from policy holders, financial advisors, franchises and other Insures/Companies

Responsibilities

• Processing of all transfer types i.e Section 14, Section 50 and Normal (withdrawal and Retirements).
• 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.
• Assist with the manual capturing of applications.
• Assisting with testing and system implementations
• Ensure that quality standards are met at all times.

Competencies Required

• Excellent written and verbal communication
• Able to articulate, educate and clearly communicate ideas and requirements in a persuasive and compelling manner to various stakeholders
• Has detail-oriented focus when developing requirements specifications such as Business and Functional Requirements documentation
• Able to package solutions to deliver against a plan and responsible for outcomes
• Ability to manage roll out and post implementation processes

Personal Attributes and Skills

• Drives Results
• Values Driven
• Optimistic
• Learns on the Fly
• Resilient
• Instils Trust
• People Savvy
• Problem Solver
• Resourcefulness

Qualifications

• Matric

Technical Knowledge and Experience

• A Minimum of solid 0 – 1 years
• Proficiency in MS Office (MS Word, Excel, PowerPoint).