Discovery SA: Servicing Administrator

Company: Discovery

Location: South Africa

Key Purpose

The primary function of this role is to capture all new business onto the system so that monthly servicing on the scheme (Billing, Underwriting and claim departments) can take place.

Handling all queries relating to any of the above with external and internal clients.

 

Areas of responsibility may include but not limited to

  • Capture/Update Employer information on the system
  • Load Beneficial Owners Information on the system and ensure the information is kept up to date.  
  • Anti-money laundering checks and validations
  • Follow up on outstanding FICA documents with Service Consultants and Brokers.
  • Compile weekly stats showing progress of outstanding work and to ensure on track to meet month end SLA.
  • Where required, assist co-workers and the team to resolve queries and escalations.
  • Adhoc system testing
  • Providing effective, efficient, and professional service to all our clients, both telephonically and through written correspondence
  • Maintains, report, arrange, organize, and update the filing systems and procedures
  • Responding to queries ensuring they are resolved timeously and effectively and managing workflow
  • Conduct meetings and give update on remediation progress.
  • Issue monthly Know your customer forms/Communication to clients.
  • Assisting with data investigations and playing a supportive role to obtain data from clients and brokers.
  • Maintain required levels of data quality, accuracy and completeness.

Personal Attributes

  • Analytical and problem solving
  • Good written and verbal communication
  • Customer Focus
  • Interpersonal Savvy
  • Innovation
  • Integrity
  • Attention to detail
  • Planning, prioritising and organising
  • Team Work/Collaboration
  • Stress Tolerance
  • Problem Solving
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Education and Experience

  • NQF Level 6 qualification
  • Proficient in MS applications
  • Excel Advanced
  • 2-3 years’ experience as a servicing administrator
  • 2-3 years’ experience within the Group Risk Billing
  • Successful completion of Group Risk Operational and Product training

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