Unclaimed Benefits Administrator

**Introduction**

Through our client-facing brands Metropolitan and Momentum, with Momentum Multiply (our wellness and lifestyle rewards program), and our other specialist brands, including Guardrisk and Eris Property Group, the group enables businesses and people from all walks of life to achieve their financial goals and life aspirations.

**Role Purpose**

Responsible for tracing and tracking clients and beneficiaries. Day-to-day administration of benefits, while ensuring that all transactions are properly recorded and processed. Effectively contacting members of unclaimed funds and processing claims pay-outs.

**Requirements**:

- Grade 12 or equivalent.
- A relevant tertiary qualification.
- Experience working in a call center and/or debt collection environment and/or proven aptitude.
- MS word, excel, power point, outlook.
- Knowledge of Retirement Fund, Provident, and Preservation Fund policies including Section 37C.

**Duties & Responsibilities**

**1. Perform tracing and tracking duties.**:
**2. Verifying successfully contacted and traced members**:
**3. Provide service delivery to customers through tracing and locating clients using contact and**:
**personal details.**:
**4. Trace, track, and gather the client’s personal and contact details.**:
**5. Resolve tracing and tracking issues to serve customers better.**:
**6. Ensure compliance of company guidelines and policies.**:
**7. Processing payments and retention policies and procedures**:
**8. Ensure a transfer and effective coordination of handover processes to Momentum Financial Planners where applicable.**:
**9. Participate and contribute to a culture that builds rewarding relationships.**:
**10. Build and maintain relationships with internal and external stakeholders.**:
**11. Deliver service-level agreements applicable to internal and external stakeholders to ensure that client expectations are managed.**:
**12. Build and maintain productive and collaborative working relationships with peers and stakeholders**:
**13. Positively influence and participate in change initiatives.**:
**14. Take ownership of driving career development.**:
**15. Live the MMI values namely: Accountability, Diversity, Excellence, Integrity, Innovation, and Teamwork.**:
**Competencies**

**DECIDING AND INITIATING ACTION**:
Takes responsibility for actions, projects, and people; takes initiative and works under own direction; initiates and generates activity and introduces changes into work processes; makes quick, clear decisions which may include tough choices or considered risks.

**ADHERING TO PRINCIPLES AND VALUES**

Upholds ethics and values; demonstrates integrity; promotes and defends equal opportunities, builds diverse teams; encourages organizational and individual responsibility towards the community and organizational and individual responsibility towards the community and the environment.

**DELIVERING RESULTS AND MEETING CUSTOMER**:
**EXPECTATIONS**:
Focuses on customer needs and satisfaction; sets high standards for quality and quantity; monitors and maintains quality and productivity; works in a systematic, methodical, and orderly way; consistently achieves project goals.

**COPING WITH PRESSURES AND SETBACKS**

Maintains a positive outlook at work; works productively in a pressurized environment; keeps emotions under control during difficult situations; handles criticism well and learns from it; balances the demands of work life and personal life.

**FOLLOWING INSTRUCTIONS AND PROCEDURES**

Appropriately follows instructions from others without unnecessarily challenging authority; follows procedures and policies; keeps to schedules; arrives punctually for work and meetings; demonstrates a commitment to the organization; complies with legal obligations and safety requirements of the role.