Key Purpose of the role
The Back Office Support Team Leader is responsible for leading, coaching, and overseeing a team of Client Relationship Partners, ensuring consistent service delivery, SLA adherence, and highÃÂâÃÂÃÂÃÂÃÂquality query resolution in support of the Account Management function.
The role focuses on people leadership, service performance, operational excellence, and continuous improvement, ensuring CRPs operate as an effective centre of excellence and enable Account Managers to focus on relationship management and strategic engagement.
Areas of responsibility may include but not limited to
The successful applicant will be responsible for but not limited to the following job functions:
Lead, coach, and manage a team of Client Relationship Partners (CRPs) including conducting of regular performance management and development discussions.
Ensure endÃÂâÃÂÃÂÃÂÃÂtoÃÂâÃÂÃÂÃÂÃÂend ownership and timely resolution of queries in line with agreed SLAs and quality standards.
Monitor and manage daily workflow, capacity, and backlog across CRP work pools.
Act as a first point of escalation for complex or highÃÂâÃÂÃÂÃÂÃÂrisk queries before further escalation where required.
Monitor accurate query logging, data capture, and reporting.
Partner closely with Corporate Service Managers and Account Managers to support proactive client servicing.
Ensure CRPs maintain strong knowledge of Discovery products, systems, processes, and protocols.
Support onboarding, training, and accreditation of new CRPs.
Contribute to service forums, operational planning, and change initiatives.
Foster a strong service excellence, accountability, and customerÃÂâÃÂÃÂÃÂÃÂcentric culture within the team.
Ensure alignment with compliance, risk, and regulatory requirements.
Manage and strengthen relationships with internal and external stakeholders, including brokers and clients, handling complaints and escalations in line with governance frameworks
Actively identify opportunities for process, system, and service innovation, and provide recommendations to improve efficiency, quality, and client experience.
Support quality assurance, audit readiness, and resolution of internal and external audit findings, including conducting root cause analysis and implementing corrective actions.
Present and communicate service performance trends, volumes, and root cause insights to relevant stakeholders to support informed decisionÃÂâÃÂÃÂÃÂÃÂmaking.
Personal Attributes
Strong people leadership and coaching capability
Service excellence and customerÃÂâÃÂÃÂÃÂÃÂcentric mindset
Highly organized with strong attention to detail
Confident decisionÃÂâÃÂÃÂÃÂÃÂmaker with sound judgement
Excellent verbal and written communication skills
Resilient and calm under pressure
Strong problemÃÂâÃÂÃÂÃÂÃÂsolving and prioritization skills
Collaborative and stakeholderÃÂâÃÂÃÂÃÂÃÂfocused
Proactive, accountable, and results driven
Education and Experience
Matric (required)
Relevant tertiary qualification (advantageous)
5+ years' experience in Client servicing, operations, or employee benefits administration
1 - 3 years' experience in a team leadership or senior servicing role (advantageous)
Strong working knowledge of Employee Benefits (Group Risk and/or Umbrella Funds)
Proven experience managing service delivery, SLAs, and operational performance
Intermediate to advanced computer literacy in Microsoft Office
Experience working with servicing platforms, work pools, or workflow tools (advantageous)