Death Claims Specialist at Sanlam Group

What will you do?

• Responsible for entire handling of death claims in terms of collection of all appropriate information, liaison, assessment, administration and the finalisation process. 

What will make you successful in this role?

• Record adjustments (e.g. asset in estate).
• Requesting information regarding outstanding requirements.
• Recommendations regarding claim decisions (legality of claim, premium position, fraud and distribution of Fund proceeds) to team leader and make own recommendations. 
• Preparation of Fund cases for Forum decision.
• Preparation of a finalised claim (payment and decline).
• Communicating decisions regarding the distribution of Fund proceeds. 
• Handling claimant enquiries.
• Administration of death claim proceeds for reinvestment (Sanlam New Business and other companies).
• Compiling summaries for Legal Department where legal input required.
• Requesting information and/or calculations from Actuarial, Policy Renewals and Policy Instalments.
• Recommend allocations regarding Fund death benefit distributions by (1) trace & identify dependants (2) equitable distribution among them (3) determine mode of payment and if payable to trust/guardian or direct to dependant.
• Draft summary for Section 37C Sub committee of the Board of Trustees when disagreements/complaints received. Summarise final decisions to provide to the Board of Trustees.  
• Draft letters when referring dependants/complainant to the Pension Fund Adjudicator.

Knowledge:    

• Knowledge of death claims process
• Managing and setting up emails
• Fund Legislation
• Product knowledge (individual life policies)
• Claims policy knowledge
• Financials enquiries

Skills:    

• Computer skills 

Qualifications:    

• Grade 12 (with Mathematics/Accounting)
• 3 years Degree/ Diploma

Experience: 

• 3 years Death Claims experience in Individual life & Employee Benefits 

Competencies: 

• Flexibility and adaptability
• Problem solving
• Influencing/Gaining commitment
• Communication Skills (written and verbal)
• Planning and organising

Closing date: 11th, May 2022