Discovery Invest is looking for a Fixed Term Contractor for 6 months to stand in for parental leave. The main purpose of this role is the administration of all Discovery Invest products, including but not limited to payments and handling telephonic queries from policyholders, financial advisors and franchises
Responsibilities
Administration of all Discovery Invest products
Handle telephonic queries and escalations from policyholders, financial advisors, and franchises with professionalism and empathy
Handle and resolve all email queries and escalations from policyholders, financial advisors, and franchises with professionalism and empathy
Maintain a low error rate with a continuous improvement mindset and a goal of zero errors.
Liaise with clients and franchises to obtain outstanding documentation and resolve issues efficiently.
Foster strong relationships with financial advisors, internal teams, and external stakeholders to enhance collaboration and service delivery.
Monitor and report on workload statistics to ensure daily targets are met (TWT - Today's work Today).
Ensure all activities align with standard operating procedures and business rules.
Escalation handling and Complex issue Resolutions
Assist with testing and implementation of system updates and enhancements.
Education and Experience
Matric
University degree (advantageous)
Required skills and qualifications
2 - 3 years Investment and client service experience
Preferred skills and qualifications
Proactive Problem Solving
Passionate about client experience and service delivery