Provide effective and efficient service to clients by checking and approving medical aid annuities, pension fund and death claim processes in order to support operation of the Fund.
Requirements
- Grade 12 (NQF Level 4)
- Experience in a financial services environment is essential
- Experience in the annuity environment is preferable
- Quality checking experience or exposure to quality checking will be advantageous
- MS Office suite, i.e. Word and Excel
- Employee benefits experience is preferred
- Knowledge of medical aid annuities and pension funds is essential
- Check and authorise all items processed by Service Consultants to ensure accuracy.
- Check daily unverified reports in order to find errors and ensure that payments are made.
- Ensure monthly payment runs are submitted for authorisation in order to ensure timeous payment to clients.
- Ensure processes are accurately applied in respect of departmental requirements for Home Affairs, Medical Aid, Foreign Payments and Deaths claims.
- Accurately apply annual increases to ensure members receive correct salaries.
- Investigate client queries within service agreements and provide clients with timeous and accurate feedback.
- Escalate client queries to the relevant department or stakeholder as and when required.
- Build and maintain relationships with clients and stakeholders to create a consistent client experience.
- Co-ordinate service delivery internally and externally in conjunction with the Administration Manager.
- Support the Administration Manager and client centric model that enables efficient and effective client service.
- Administration of Annuity business which includes monthly pension payments and death claims.
- Ensure that monthly payslips and annual tax certificates are sent to members.
- Monthly & quarterly reporting for customized schemes.
- Check monthly Home Affairs, Status 2 & 3 and foreign payments file.
