
Discovery | Administrator
Overview
Discoveryโs core purpose is to make people healthier and to enhance and protect their lives. Discovery Invest, launched in 2007, offers a full range of investment products, providing access to top-performing Discovery funds and a wide selection of leading local and international fund managers. The organization seeks employees who align with its values and are passionate about driving positive and meaningful change in society, while delivering world-class service to clients.
Purpose
The main purpose of this role is to administer all Discovery Invest products, including managing payments and handling queries from policyholders, financial advisors, and franchises. The role ensures clients receive professional and empathetic service while maintaining accuracy and efficiency in all administrative tasks.
Importance
This role is critical to maintaining the integrity of Discovery Investโs client service operations, ensuring compliance with business rules and standard operating procedures, and fostering strong relationships with clients, financial advisors, and internal teams. It directly contributes to client satisfaction, retention, and the promotion of financial health for South Africans.
Focus Areas / Key Responsibilities
- Administer all Discovery Invest products accurately and efficiently.
- Handle telephonic queries and escalations from policyholders, financial advisors, and franchises with professionalism and empathy.
- Manage and resolve all email queries and escalations promptly.
- Maintain a low error rate with a continuous improvement mindset and a goal of zero errors.
- Liaise with clients and franchises to obtain outstanding documentation and resolve issues efficiently.
- Foster strong relationships with financial advisors, internal teams, and external stakeholders to enhance collaboration and service delivery.
- Monitor and report on workload statistics to ensure daily targets are met (TWT โ Todayโs Work Today).
- Ensure all activities align with standard operating procedures and business rules.
- Handle escalations and complex issue resolutions.
- Assist with testing and implementation of system updates and enhancements.
Minimum Requirements / Eligibility
- Matric certificate.
- University degree preferred.
- Investment and client service experience advantageous.
Benefits
Discovery Invest provides a dynamic and fast-paced work environment that enables professional growth and development, along with opportunities to make meaningful societal impact. Employees are supported to provide world-class service and to achieve excellence in client outcomes.
Who Should Apply
Individuals who are detail-oriented, empathetic, and professional in client interactions, with a commitment to accuracy and continuous improvement. Candidates who align with Discoveryโs purpose of enhancing and protecting lives, and who are motivated to contribute to financial health and freedom for clients, are encouraged to apply.
How to Apply
Applications should be submitted through Discoveryโs careers portal. The recruitment process considers the Companyโs approved Employment Equity Plan and Targets. Discovery is an Equal Opportunities employer and encourages people with various disabilities to apply.
๐ Posted: 0000-00-00 00:00:00