Discovery Life

Funeral Policy Administrator

About Discovery

Discovery’s core purpose is to make people healthier and to enhance and protect their lives. We seek out and invest in exceptional individuals who understand and support our core purpose, and whose own values align with those of Discovery. Our fast-paced and dynamic environment enables smart, self-driven people to be their best. As global thought leaders, Discovery is passionate about innovating to not only achieve financial success, but to ignite positive and meaningful change within our society.

About Discovery Life

Discovery Life is an ever growing fast paced and dynamic environment that provides innovative risk assurance to individual clients.  This environment thrives on customer engagement and customer experience as well as mutually beneficial relationships with our brokers and other stakeholders.  It is important for our employees to provide a world class service to our internal and external clients, thereby ensuring long and sustainable relationships.

Key Purpose

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.

Key Outputs

1. 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.).
2. Assist clients and financial advisors with credit control queries (provide statements, payment arrangements, refunds, etc.).
3. Attend to customer complaints and route escalations to TL/ Manager.
4. Support financial advisors with ‘How to’ information in relation to the individual funeral product.
5. Prepare and dispatch reports (weekly/ monthly / daily) to financial advisors and Franchises.
6. Maintain prescribed reports and statistics.

Personal attributes and skills

Qualification & Experience

• Completed Matric (Grade 12)

• Customer service experience (advantageous)

• Post matric qualification (advantageous)
• Computer skills: Microsoft Word, Excel, Outlook

EMPLOYMENT EQUITY   
                             
The Company’s approved Employment Equity Plan and Targets will be considered as part of the recruitment process. As an Equal Opportunities employer, we actively encourage and welcome people with various disabilities to apply.