S37C Death Claims Administrator (6-Month FTC) at Old Mutual

• This role applies expert knowledge in the administration of retail retirement funds, specifically in relation to Section 37C of the Pension Funds Act, which governs the distribution of death benefits.
• The incumbent leverages in-depth understanding of legislation, regulatory requirements, and retail retirement fund products to manage and resolve complex beneficiary allocation cases.
• Responsibilities include interpreting legal provisions, ensuring compliance, and addressing technical challenges of an operational nature. The role is individually accountable for delivering accurate and timely outcomes through own efforts,

Role Description

• To support the Payments Team in resolving outstanding payment-related queries efficiently and accurately and improve client turnaround times. The incumbents will integrate quickly through focused payments process training and will contribute to benefit follow-ups as required.

Operational Delivery

• Manages daily operational (customer service and administrative) delivery within specified time standards.
• Liaises with customers, advisors and external third-party providers both telephonically and via email.

Personal Effectiveness

• Accepts and lives the company values.
• Accountable for service delivery through own efforts and efforts of others.
• Collaborates effectively with others to achieve personal results.
• Individually accountable for managing own time, tasks and output quality for periods of 1 day to a maximum of 3 months.
• Makes increased contributions by broadening individual skills.

Quality Assurance :

• Adheres to service and quality standards.
• Performs quality checks on own work.

SPECIFIC KEY RESULT AREAS :

• Process and resolve payment-related queries end-to-end within service levels (SLA), including intake, triage, investigation, reconciliation, and closure.
• Clear ageing cases and maintain audit-ready case files, with consistent, accurate case notes and evidence.
• Engage stakeholders (internal teams, external providers, clients) professionally to obtain information and resolve blockers.
• Update and manage workflow systems (AWD, BIZAGI, BANCS, CMOS, EMS, Omunet, Outlook) with disciplined task management.
• Apply production practices using current Production Sheets; track throughput and escalate exceptions timeously.
• Adhere to quality controls: use the Quality Tool and ensure no correspondence is sent without authorization.
• Support follow-ups.
• Comply with governance: POPIA, data accuracy, records management, and readiness for audit and compliance checks.

Role Requirements: Qualifications and Experience required :

• Matric (essential).
• Post-matric qualification in administration, finance, or related field (advantageous).
• 1–2 years administration experience (retirement fund or financial services advantageous; Old Mutual experience beneficial).
• Working knowledge of payments processes and reconciliations (advantageous).
• Knowledge of Old Mutual products and administrative processes (e.g., Greenlight, Max Income, Max Investment) (advantageous).
• Familiarity with Old Mutual systems: AWD, BANCS, BIZAGI, CMOS, EMS, Omunet, Outlook.
• Computer literacy (MS Office) with accurate typing and disciplined document handling.

Competency:

• Excellent verbal and written communication – read, interpret, and respond to queries promptly and professionally.
• Ability to work under pressure and adapt to a changing environment.
• High attention to detail and accuracy.
• Good judgment and proactive problem-solving.
• Team-oriented with strong interpersonal skills.
• Deadline-driven and results-focused.
• Ability to process information and provide clear, structured feedback.

Skills :

• Numerical accuracy and reconciliation skills (allocations, variances, and balancing).
• Critical thinking and anticipation – question assumptions, identify next steps, and pre-empt issues.
• SLA discipline and throughput management – prioritize effectively in high-volume environments.
• Case management excellence – clean case notes, evidence trails, and audit-ready documentation.
• Stakeholder engagement – professional, empathetic, and clear communication.
• Quality assurance compliance – use of Quality Tool and authorization protocols, “first-time-right” mindset.
• Governance and confidentiality – strict adherence to POPIA and internal controls.

Skills

• Consultative Selling, Customer Complaint Management, Customer Feedback Management, Customer-Focused, Customer Relationship Management (CRM) Software, Customer Service, Customer Service Operations, Customer Understanding, Data Management, Digital Consumer Engagement, Identifying Sales Opportunities, Probing Questions, Sales Data Management, Strengthening Customer Relationships, Upselling

Competencies

• Action Oriented
• Communicates Effectively
• Customer Focus
• Decision Quality
• Ensures Accountability
• Instills Trust
• Interpersonal Savvy
• Nimble Learning

Education

• NQF Level 4 - Grade 12, School leaving Certificate, National or Occupational Certificate or equivalent

Closing Date

• 18 December 2025