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Administrator 37c Death Claims
2 weeks ago
Introduction
Role Purpose
Investigate, collate and verify all death claims on behalf of the fund together with providing client education on fund and administration related issues.
Requirements:
- Matric
- Certificate of Proficiency on Retirement Funds or equivalent qualification (preferred)
- Bilingual (English and one other official SA language)
- 35 Years' experience in the retirement fund industry
Duties & Responsibilities
- Collate all relevant documentation accurately and timeously from the relevant stakeholders
- Investigate and verify information provided by claimants ensuring correctness and compliance to legislative requirements
- Engage with the relevant internal departments regarding the requirements for death claims to ensure that the claim is processed timeously
- Prepare a report on demise cases for presentation to Trustees at the Disposal of Death Benefit Committee on a monthly basis
- Prepare death claims statistics for areas
- Provide relevant information to members and clients of the fund in preparation for various types of exits
- Keep abreast of legislative amendments and changes in the retirement industry as set out by the Financial Services Board (FSB)
- Conduct member education sessions in order to create awareness of the various features and processes associated with the fund
- Identify recurring or frequent client questions and find and present solutions at relevant meetings and sessions
- Build and maintain relationships with stakeholders to ensure client retention and satisfaction
- Deliver on service level agreements made with internal and external stakeholders in order to ensure that expectations are managed with client
- Make recommendations to improve client service and fair treatment of clients within area of responsibility
- Participate and contribute to a culture which builds rewarding relationships, facilitates feedback and provides exceptional client service
- Provide regular reports on the delivery of services against agreed timelines and overall customer targets
Competencies
- Organisation and attention detail
- Communication skills
- Client focus
- Service orientation
- Teamwork and cooperation
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