Claims Specialist

5 days ago

Cape Town, South Africa Rory Mackie & Associates Full time

**Overview**:
The Claims Specialist within the LISP department will report to the Claims Team Leader and will be responsible for assessing, processing, and paying of specialised claims for life, retirement, and discretionary products. Specialised Claims consist of, but is not limited to, death claims, divorce orders, emigrations (including visa expirations), disability claims, retirements and transfers out. This position will ensure the timely and accurate processing of instructions from beneficiaries, executors, and the like, in accordance with applicable policies and laws. In addition to this, this function requires coordination of Section 37C tasks, workflow management, and regular report generation.

**Responsibilities**:

- Conducting a full investigation by engaging with dependents, former spouses, nominees, and employers to ensure all relevant information is gathered
- Coordinating the services of fund-appointed tracing agents where necessary
- Drafting trustee resolutions and communicating with beneficiaries regarding payment options and any disputes
- Validating and processing and/or paying all life, retirement, and discretionary products in accordance with the relevant policies, legislation, and procedures
- Processing Section 37C claims in adherence to policies, legislation, and administration procedures
- Ensuring accurate workflow management to meet production standards and agreed service levels
- Liaising with the Principal Officer and Trustees to ensure smooth processing of claims
- Validate and process all transfers (cash payments, unit and CSDP) in relation to the claim
- Liaise with parties to successfully close out the claim process
- Staying up to date with industry requirements and relevant legislation
- Quality assuring and reviewing death claim documentation to ensure compliance with relevant legislation
- Preparing investigation reports with detailed findings and motivations for the distribution of benefits to be verified and approved by the Trustees
- Providing accurate information to clients and building and maintaining relationships with internal and external stakeholders
- Making recommendations for improving client service and fair treatment of clients within the scope of responsibility

**Requirements**:

- Relevant qualification
- At least 2-3 years’ experience in the retirement and linked life industry
- Solid knowledge and strong understanding of the retirement fund industry and relevant legislation
- A strong performance track record and distinct technical capability
- Fully multi-skilled on administrative products, administrative processes, and procedures

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