At Liberty we believe that when knowledge rolls up its sleeves, people’s realities change. And that’s what we do; we change realities every day. Since 1957 we’ve grown from being a South African life insurer to a Pan-African financial services company, offering asset management, investment, insurance and health products. Our thirst for knowledge is emb...
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To oversee the assessing of all documentation received for the claim and provide the Principal Officer and Board of Death Claims Trustees with a recommendation for the distribution of death benefits in line with Section 37C of the Act within the prescribed Legislative time lines.
Key Responsibilities:
Influencing strategy and trends
Innovation: processes and system enhancements
Development and revision of the death claims protocol for onwards approval by the death claims sub-committee
Strategies and lead projects and ad-hoc assignments.
Provide advisory services on the improvement of controls, risk management, and compliance.
Reporting: weekly, monthly, and quarterly reports or as required by the ops and CSUF death claims sub-committee
Manage human and financial resources in line with organizational policies, processes, and procedures.
Decision making in general
Regulatory compliance
Prepare Board resolutions on allocations and distributions.
Liaise with employers, intermediaries, beneficiaries and legal representatives on death claim documentation and related matters. Resolving queries and complaints.
Provide technical and on job training when required to team members and stakeholders capacity.
Be involved with the facilitation of Death Claims Code of Good Practice and Protocol.
Minimum Requirements
Section 37C of Pension Fund Act
Knowledge of Retirement funds death and funeral claims
Death claims Benefit Allocations
Relevant Degree
Higher course certification in retirements funds
5 years' or over experience in pension funds claims and leadership/ managerial level
Experience in engagements in various sub-committee meetings
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