Full Job Description
Business Unit: Discovery Invest
Function: Administration and Office Support
Date: 13 Jun 2024
Position: LISP Administrator (Processing)
Key Purpose:
Administer all Discovery Invest products and process Normal transfers (Withdrawal and Retirement) as well as Section 14 & Section 37 transfers (Directive 135). Handle telephonic and other queries from policyholders, financial advisors, franchises, and other companies. Responsibilities are not limited to those listed here.
Key Outputs:
The successful candidate will be responsible for the following tasks:
- Administer and specialize in retirement funds, including Preservation Provident, Preservation Pension, Retirement Annuities, and Living Annuities.
- Process various types of transfers.
- Request and follow up on outstanding documents with external companies, financial advisors, franchises, and clients.
- Address queries via email and handle inbound calls, with the potential for outbound calls.
- Manage escalations.
- Build relationships with financial advisors and internal and external colleagues/clients.
- Assist walk-in clients and answer their questions.
- Monitor the task list to ensure all cases assigned to you are handled within the agreed Service Level Agreement.
- Assist with manual capturing of applications.
- Support testing and system implementations.
Competencies:
- Quality/Attention to Detail
- Planning and Organizing/Work Management
- Customer Service Orientation
- Coping and Dealing with Pressure
- Good Communication Skills (Talking and Typing)
- Relationship Building Skills
- Results Orientation
- Assertiveness
- Positive Attitude
- Commitment
- Time Management Skills
Qualifications & Experience:
- Required: Matric
- Nice to Have:
- Knowledge and understanding of the Long-Term Insurance Act (Directive 135)
- Knowledge and understanding of Retirement Products (Section 14)
- LISP (Linked Investment Service Provider) administration experience
- Experience with the following systems:
- Frontline
EMPLOYMENT EQUITY
The Company’s approved Employment Equity Plan and Targets will be considered during the recruitment process. As an Equal Opportunities employer, we actively encourage and welcome applications from individuals with various disabilities.
