Disability Claims Specialist - Bellville at Sanlam Group

Overall purpose of the role:

• To ensure accurate and timely payment of monthly disability income benefits by managing member and scheme details, handling queries, and coordinating with internal and external stakeholders to deliver seamless service and compliance.

Key Responsibilities:

• Prepare and send monthly payment schedules to schemes and funds, ensuring accuracy and timeliness.
• Generate and distribute payslips and tax certificates to members.
• Process and verify adjustments to member and scheme details
• Handle incoming queries from members, clients, and stakeholders regarding payments, documentation, and policy terms. Provide clear and professional responses to queries via email, phone, or other communication channels.
• Investigate and resolve issues related to payments, incorrect details, or missing documentation.
• Escalate complex queries to relevant departments where necessary while ensuring timely resolution.
• Liaise with internal teams (e.g., finance, underwriting, IT, and administration) to ensure the flow and accuracy of information.

Key Responsibilities (continues):

• Ensure correct data input and validation in system records to maintain accuracy in payments and member details.
• Occasionally attend client meetings to discuss member benefits, payment structures, or operational processes.
• Adhere to regulatory requirements and company policies when processing payments and handling member details.
• Maintain accurate records and ensure proper documentation for all transactions and adjustments.
• Ensure compliance with data protection and confidentiality standards when handling member information.

Qualification & Experience:

• Matric with Mathematics and/or Accounting
• Minimum of 2yrs experience in employee benefits or individual life

Knowledge and Skills:

• Bilingual (English and Afrikaans)
• Excellent knowledge of the Group Risk Industry
• General understanding of Employee Benefits
• Computer literate with proficiency in Microsoft Office (Word and Excel specifically)