Liaise with employers on death claim documentation and related matters
Liaise with insurers on claims, which includes the submission of claims, monitoring payment, and resolving queries
Conduct a section 37C investigation, which includes engagement with stakeholders and potential beneficiaries, both written and oral.
Engaging directly with a Board of Trustees on the section 37C findings
Preparing Board resolutions on allocations and distributions
Processing of claims on business process systems, including tax applications
Liaising with beneficiaries on distribution and payments
Setting up trusts and beneficiary funds and liaising with the relevant service providers
Liaise with third-party professionals such as attorneys, executors, courts, trustees of trust funds
Preparing death claim reports for trustee meetings
Preparing reports for and presenting reports to Principal Officers or other key stakeholders
Adherence to all internal protocols on administration
Process all information using in-house business processing computer systems
Skills and experience:
At least five years relevant experience in employee benefits administration although other relevant experience would be considered
Tertiary qualifications in a relevant field would be a great advantage
Must have a thorough understanding of the relevant laws, specifically section 37C of the Pension Funds Act
Good writing and communication skills
A good command of the English language and the ability to converse in other languages would be advantageous
A good working knowledge of Word, Outlook and Excel
Ability to use systems for business processing plus
Qualifications & Experience
Matric - Nonnegotiable
Minimum 5 years' experience in a similar role
Excellent attention to detail
Initiative
Proactive
Excellent organizational skills
Ability to work under pressure
Ability to work independently and within a team environment
Professional at all times
Friendly and helpful
Office hours: 08:00 and 17:00 There will be occasions when the incumbent will need to work overtimeRemuneration: R20 000 - R30 000 monthly**Please note that only shortlisted candidates will be contacted**
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