Administrator 37C Death Claims at Momentum Metropolitan Holdings Limited

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)
• 3-5 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

Closing Date    
2023/05/18