Denpen Front Officer Administrator

2 weeks ago

Pretoria, South Africa Momentum Metropolitan Holdings Full time

-Introduction

Through our client-facing brands Metropolitan and Momentum, with Multiply (wellness and rewards programme), and our other specialist brands, including Guardrisk and Eris Property Group, the group enables business and people from all walks of life to achieve their financial goals and life aspirations.
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
- Grade 12 or the equivalent
- COP on Retirement Funds or equivalent qualification will be an advantage
- Bilingual
- 3-5 years experience in the retirement fund industry
Duties & Responsibilities
- Liaising with clients or relevant stakeholders in order to clarify details regarding the death claims
- Investigate and verify information provided by claimants
- Assist and ensure claimant has filled in all documentation and provide all necessary documentation
- Liaise with internal departments regarding the requirements of a death in service e.g. benefit claim form, tax directive, etc. in order to ensure that the claim is processed within agreed service levels
- Prepare a report on death cases for presentation as required.
- Report on inflow and outflow of death claims statistics for areas
- Provide relevant information to all beneficiaries of funds under administration
- Keeping abreast with all requirements of the retirement industry as set out by the FSCA and the relevant legislation
- Identify common client questions
- Develop and maintain productive and collaborative working relationships with peers and stakeholders
- Continuously develop own expertise in terms of professional, industry, and legislation knowledge
- Contribute to continuous innovation through the development, sharing, and implementation of new ideas
- Contribute to the development of area-specific budgets to minimise expenditure, in alignment with operational plans
- Identify solutions to enhance cost-effectiveness and increase operational efficiency
- Provide accurate information to beneficiaries in order to ensure that they receive the appropriate feedback
- Build and maintain relationships with internal and external stakeholders
- Deliver on service level agreements made with internal and external stakeholders in order to ensure that expectations are managed with the client
- Make recommendations to improve client service and fair treatment of clients within the area of responsibility
- Participate and contribute to a culture that builds rewarding relationships, facilitates feedback, and provides exceptional client service
- Provide regular reports on delivery of services against agreed service level agreements and in terms of overall customer targets
- Report on inflow and outflow of death claims statistics for areas
Competencies
- Business Acumen
- Customer/ Stakeholder Commitment
- Drive for Results
- Collaboration
- Impact and Influence
- Self-Awareness and Insight
- Diversity and Inclusiveness

Policy

We are committed to Employment Equity, diversity and inclusion when recruiting internally and externally. All appointments are made in alignment to our Employment Equity goals and we encourage people with disabilities to apply.

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