Key Purpose
- To provide a world-class service offering to financial advisers, franchises, and policyholders by delivering accurate, efficient, and professional administration services within the Credit Control environment. The successful incumbent will utilize strong administrative, problem-solving, and relationship management skills to ensure exceptional client experience while supporting operational objectives and service level commitments.
Key Outputs
The successful incumbent will be responsible for, but not limited to, the following:
Areas of responsibility may include but not limited to:
- Contribution Management Administration
- Servicing Discovery Invest contracts post activation.
- Handling general Contribution Management queries.
- Processing and managing force debit requests.
- Processing premium holiday requests.
- Managing premium payment arrangements.
- Processing debit order date changes.
- Managing and maintaining direct debit banking detail changes.
- Investigating and resolving outstanding contribution and payment-related queries.
- Ensuring all transactions are processed accurately and within agreed service levels.
Operational Excellence
- Achieving individual and team service level targets.
- Maintaining high levels of accuracy and quality in all administrative activities.
- Participating in departmental projects and process improvement initiatives.
- Adhering to all compliance, risk, and governance requirements.
- Identifying and escalating potential risks, trends, and operational issues.
Personal Attributes and Skills
- Questioning techniques
- Customer service orientation
- Conflict handling
- Good communication skills
- Relationship building skills.
- Results orientation
- Assertiveness
- Positive attitude
- Commitmen
- Time management skills
Education and Experience
- Matric
- A minimum 1-year administrative experience in the LISP industry
- Knowledge and understanding of Long-Term Insurance Legislation
- Knowledge and understanding of the Lisp industry Experience using the following systems is an added advantage:
- Paradigm
- Compass
- Frontline