๐ Administrator โ Discovery Life (Funeral Policy Administrator)
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Job Type Classification: Permanent
Closing Date:
Salary: R
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📌 Administrator – Discovery Life (Funeral Policy Administrator)
Business Unit: Discovery Life
Function: Administration & Office Support
If you’ve been looking for an opportunity to grow in a professional, high-impact environment that values innovation, service excellence, and people who take real ownership of their work, this role at Discovery Life might be exactly the step forward you’ve been waiting for. Discovery has always positioned itself as more than just a financial services brand — it’s a company fueled by purpose. Their mission is simple yet powerful: to make people healthier and to enhance and protect their lives. To make this happen, they invest in driven, purpose-aligned individuals who are ready to contribute meaningfully to a fast-moving and ever-changing landscape.
Discovery Life is one of the most dynamic arms of the Discovery Group. Focused on innovative risk assurance for individual clients, the environment thrives on energy, accuracy, and genuine customer engagement. Because Discovery Life works so closely with brokers, financial advisors, and direct clients, the emphasis on building long-lasting, high-quality relationships is huge. Every interaction matters. Every conversation is an opportunity to create trust, clarity, and confidence. That is why this Funeral Policy Administrator role is so central — it ensures that clients experience the smooth, supportive, world-class service Discovery is known for.
🌟 About the Role
As a Funeral Policy Administrator, your main purpose is to support the efficient administration of individual funeral policies within Discovery Life. Although an external service provider handles much of the administrative processing, Discovery’s clients and financial advisors still rely heavily on internal support to make sure everything runs smoothly. Your job is to bridge that gap — coordinating with the outsource partner, guiding clients, resolving queries, and making sure policy changes, updates, and requests are processed accurately and on time.
This role is perfect for someone who enjoys structured procedures, clear workflows, and meaningful interactions with people. You’ll be working with sensitive information, important policy updates, and clients who need clarity or reassurance. Accuracy, patience, and professionalism will be your daily tools.
🧩 Key Responsibilities
In this position, you’ll handle a wide range of duties designed to support clients, advisors, and internal teams. Your tasks will include:
✔ Customer Service & Policy Support
You’ll attend to queries such as updating beneficiary details, adjusting policy information, adding/removing lives assured, handling premium mandate changes, dispatching policy documents, and providing the right forms for claims or updates. You’ll also assist clients in completing forms correctly and route them where they need to go.
✔ Credit Control Assistance
Financial queries are a big part of this role. You’ll support clients and financial advisors by issuing statements, assisting with payment arrangements, and handling refunds where necessary.
✔ Complaint Handling & Escalations
When clients have concerns or complaints, you’ll be the first point of contact. You’ll resolve what you can and escalate more complex issues to the team leader or manager.
✔ Advisor Support
Financial advisors depend on quick, accurate information. You’ll guide them on the “how-to” side of funeral policy processes and ensure they have what they need to assist their clients effectively.
✔ Reporting & Administration
You’ll prepare and dispatch daily, weekly, and monthly reports to franchises and financial advisors. You’ll also maintain statistics and ensure all required reports are up to date and accurate.
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💡 Skills & Personal Attributes
This role suits someone who is:
- Logical and analytical
- Comfortable working with numbers
- An excellent communicator (written and verbal)
- Calm, patient, and people-friendly
- Responsible and able to take ownership of tasks
- Confident working in a fast-paced, detail-driven environment
If you naturally enjoy problem-solving and helping others understand complex information, you’ll thrive here.
🎓 Qualifications & Experience Needed
- Completed Matric (Grade 12) – Essential
- Customer service experience – Advantageous
- Any post-matric qualification – Advantageous
- Solid computer skills, including Microsoft Word, Excel, and Outlook
HOW TO APPLY?
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