Administrator
Company: Discovery Life
Salary: Not Specified
Location: Sandton, Gauteng
Closing Date: Not Specified
Description
The primary purpose of the role is to support the administration of individual funeral policies. Discovery Life has an outsource partner who administers the policies, but our clients and financial advisors need support to ensure timely and accurate processing. The policy Administrator will work with the outsource service provider based on established procedures, and maintain reports as prescribed.
Responsibilities
- Provide customer service to direct clients (attend to inquiries such as: Add or delete lives assured, update premium collection mandate, update contact and/ or beneficiary details, dispatch policy information, provide forms (e.g., Claims) and assist in how to complete forms and route them, etc.).
- Assist clients and financial advisors with credit control queries (provide statements, payment arrangements, refunds, etc.).
- Attend to customer complaints and route escalations to TL/ Manager.
- Support financial advisors with ‘How to’ information in relation to the individual funeral product.
- Prepare and dispatch reports (weekly/ monthly / daily) to financial advisors and Franchises.
- Maintain prescribed reports and statistics.
Requirements
- Completed Matric (Grade 12)
- Customer service experience (advantageous)
- Post matric qualification (advantageous)
- Computer skills: Microsoft Word, Excel, Outlook
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Skills & Competencies
- Logical, analytical problem-solving ability.
- Numeracy (ability to work with numbers).
- Excellent interpersonal skills.
- Excellent verbal and written communication skills.
- Ability to take accountability, responsibility and ownership.