Fund Coordinator (Western Cape) at PEP

Description

• Manage the complete, end-to-end processing of risk benefits for retirement fund members and their dependents. This service covers fund members located in South Africa, Botswana, Lesotho, Namibia, and Eswatini.

KEY RESPONSIBILITIES

• Effectively prioritise and manage multiple claims and administrative tasks to meet deadlines and service level agreements.
• Administer and maintain records for Section 37C Death claims (including Funeral and Educational assistance), Disability, Critical illness and Retirement claims, ensuring compliance with company standards, policies, and legislation.
• Source, verify, and manage all required supporting documentation for efficient claims processing.
• Compile monthly progress reports and ad-hoc reports.
• Develop and maintain strong relationships with stakeholders and serve as a liaison between the business, fund administrators, risk providers, payroll, fund members, and their relatives.  
• Attend fund administration meetings.
• Provide ad-hoc assistance and support to the Remuneration and Benefits team.

Requirements

• Tertiary qualification in a related field
• 3 - 5 years working experience in the employee benefits environment (preferably with exposure to death and disability claims administration)
• Sound knowledge of the Pension Funds Act, tax legislation, group risk products and payroll
• Computer literacy, Sage 300, MS Excel/Google Sheets
• Ability to work with highly confidential information
• Ability to work independently and function well in a fast-paced environment
• Good interpersonal skills required with an appropriate degree of assertiveness and empathy