Servicing Administrator

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

FieldDetail
Job TitleServicing Administrator
Business UnitDiscovery Life
Core PurposeTo effectively handle email queries, calls, and policy change requests from external clients and their administrative teams, ensuring a consistently high level of service.
Industry FocusDynamic, fast-growing risk assurance solutions.
Service EnvironmentFocuses on strong customer engagement and constructive partnerships with brokers and key stakeholders.
Employment EquityCommitted to its EE Plan; encourages applications from all backgrounds, particularly individuals with disabilities.

✅ Table 2: Key Responsibilities and Service Expectations

CategoryKey Responsibility/TaskTarget/Goal
Client InteractionRespond to client queries thoroughly and process policy changes with accuracy.Meet daily individual targets to support overall “today’s work today” (TWT) goals.
CommunicationHandle incoming calls via the call centre line.Ensure clear verbal and written communication.
Relationship ManagementBuild and maintain long-term relationships with external clients (DCS, DFC, brokers).Arrange monthly meetings (virtual or in-person) with brokers and franchises.
Support & ResolutionCollaborate with franchises to deliver exceptional customer service.Resolve complaints and manage escalations.
Training & QuotingProvide 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

CategoryEssential RequirementsAdvantageous Requirements
EducationMatricN/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 & KnowledgeStrong time management abilities. Excellent customer service skills. Clear verbal and written communication.Knowledge of Discovery Life products, systems, and processes. Proficiency in Afrikaans.

Leave a Reply

Your email address will not be published. Required fields are marked *