Servicing Administrator
Discovery Life – Servicing Administrator
About Discovery
Discovery’s core purpose is to make people healthier and to enhance and protect their lives. We invest in exceptional individuals whose values align with our mission. Our fast-paced, innovative environment empowers motivated, self-driven people to excel. As global thought leaders, Discovery is committed not only to financial success but also to creating meaningful and positive societal change.
About Discovery Life
Discovery Life operates in a dynamic, fast-growing space, offering innovative risk assurance solutions to individual clients. The environment thrives on strong customer engagement, exceptional service delivery, and constructive partnerships with brokers and key stakeholders. Our team is committed to providing world-class service to both internal and external clients, supporting sustainable and long-term relationships.
Key Purpose of the Role
The Servicing Administrator is responsible for effectively handling email queries, calls, and policy change requests from external clients and their administrative teams, ensuring a consistently high level of service.
Key Responsibilities
- Meet daily individual targets to support the achievement of overall “today’s work today” (TWT) goals.
- Respond to client queries thoroughly and process policy changes with accuracy.
- Collaborate with franchises to deliver exceptional customer service.
- Handle incoming calls via the call centre line.
- Manage servicing quote requests from franchises in line with daily TWT expectations.
- Build and maintain long-term relationships with external clients, including DCS, DFC, and brokers.
- Arrange monthly meetings—virtual or in person—with brokers and franchises.
- Resolve complaints and manage escalations.
- Provide training to brokers and franchise teams as needed.
Education and Experience
Essential:
- Matric
- 2–3 years’ administrative experience in the financial services or insurance sector
- Minimum 1 year of call centre experience within insurance/financial services
Advantageous:
- At least 1 year of experience in a servicing-related role
- 2–3 years’ experience in Discovery Life Client Services or in an administrative role within Discovery Consulting Services (DCS)
Skills and Knowledge
Essential:
- Strong time management abilities
- Excellent customer service skills
- Clear verbal and written communication
Advantageous:
- Knowledge of Discovery Life products, systems, and processes
- Proficiency in Afrikaans
Employment Equity
Discovery is committed to its Employment Equity Plan and welcomes applications from candidates across all backgrounds. We actively encourage individuals with disabilities to apply.
Role Summary & Company Details
| Field | Detail |
| Job Title | Servicing Administrator |
| Business Unit | Discovery Life |
| Core Purpose | To effectively handle email queries, calls, and policy change requests from external clients and their administrative teams, ensuring a consistently high level of service. |
| Industry Focus | Dynamic, fast-growing risk assurance solutions. |
| Service Environment | Focuses on strong customer engagement and constructive partnerships with brokers and key stakeholders. |
| Employment Equity | Committed to its EE Plan; encourages applications from all backgrounds, particularly individuals with disabilities. |
✅ Table 2: Key Responsibilities and Service Expectations
| Category | Key Responsibility/Task | Target/Goal |
| Client Interaction | Respond to client queries thoroughly and process policy changes with accuracy. | Meet daily individual targets to support overall “today’s work today” (TWT) goals. |
| Communication | Handle incoming calls via the call centre line. | Ensure clear verbal and written communication. |
| Relationship Management | Build and maintain long-term relationships with external clients (DCS, DFC, brokers). | Arrange monthly meetings (virtual or in-person) with brokers and franchises. |
| Support & Resolution | Collaborate with franchises to deliver exceptional customer service. | Resolve complaints and manage escalations. |
| Training & Quoting | Provide training to brokers and franchise teams as needed. | Manage servicing quote requests from franchises in line with daily TWT expectations. |
🎓 Table 3: Education, Experience, and Skills
| Category | Essential Requirements | Advantageous Requirements |
| Education | Matric | N/A |
| Experience (General Admin) | 2–3 years’ administrative experience in the financial services or insurance sector. | 2–3 years’ experience in Discovery Consulting Services (DCS) or in an administrative role within Discovery Life Client Services. |
| Experience (Call Centre) | Minimum 1 year of call centre experience within insurance/financial services. | At least 1 year of experience in a servicing-related role. |
| Skills & Knowledge | Strong time management abilities. Excellent customer service skills. Clear verbal and written communication. | Knowledge of Discovery Life products, systems, and processes. Proficiency in Afrikaans. |