Job Description

About Sanlam Corporate

Our vision is to be the preferred partner to Corporate and Public Sector by providing an awesome client experience and comprehensive solutions that enable the financial resilience and prosperity of those entities and their employees. We tap into over 100 years of expertise to provide cost-effective Employee Benefits and Healthcare Solutions that enable financial confidence for our members. We enable our clients to make better retirement and risk decisions today through determined and passionate thought leadership and best-in-class people, innovative products and proven processes all designed to help people live a better life tomorrow.

We believe in creating and cultivating a positive, energised working environment that gives every individual the opportunity to achieve success, embracing diversity and committed to transformation. We do this through living our values of having the courage to be bold, care, collaboration and an intolerance for mediocrity. We're all about building strong, lasting relationships with our employees. We know that you have hopes for your future - your career, your personal development and of achieving great things. We pride ourselves in helping our employees to realise their worth.

What will you do?

Key responsibilities:

• Handling all claims related functions with section 37c processes
• Process Section 37C claims according to the rules, policies, legislation, administration procedures and the service level agreement
• Liaise with members, beneficiaries, employers and/or relevant stakeholders in a professional manner in order to obtain and clarify details regarding the claims (both verbal and written)
• Quality assure and review the death claim documentation in order to ensure the documentation is accurate, complete and compliant with relevant legislation
• Prepare investigation report on death cases for presentation to Claims Committee at the Death Benefit Disposal Claims Committee meeting on a monthly basis
• Keep abreast of all requirements in the retirement industry as set out by the FSCA and the relevant legislation
• Ensure optimal processes and controls to adhere to service level agreements (internal and external)
• Reporting - responsible for accurate and timeous management reporting as required (weekly/ monthly)
• Ensure compliance and risk problems are identified and communicated to management
• Understand and comply with relevant legislative requirements
• Stakeholder engagement with various internal and external stakeholders
• Responsible for investigate, resolve and respond to internal and external client queries using professional verbal and written communication
• Investigate, resolve and respond to ad hoc operational requirements
• Maintain relationships with internal departments and resolve and route queries effectively
• Assist with testing when necessary
• Ensure accuracy of own work
• Ensure a good client (internal & external) experience

What will make you successful in this role?

Qualifications and Experience:

• Matric with Mathematics and/or Accounting
• 2 years' experience

Knowledge and Skills

• Thorough knowledge of Section 37C of Pension Fund Act
• General understanding of Employee Benefits
• Excellent knowledge of the Group Risk Industry
• Computer literate with proficiency in Microsoft Office (Word and Excel specifically)

Personal qualities

• Excellent Interpersonal skills
• Strong analytical and planning skills
• Meticulous (attention to detail)
• Results driven
• Excellent client service ethic
• Action and result orientated

Build a successful career with us

We're all about building strong, lasting relationships with our employees. We know that you have hopes for your future - your career, your personal development and of achieving great things. We pride ourselves in helping our employees to realise their worth. Through its four business clusters - Sanlam Life and Savings, Sanlam Investment Group, Sanlam Emerging Markets, Santam, as well as MiWay and the Group Office - the group provides many opportunities for growth and development.

Turnaround time

The shortlisting process will only start once the application due date has been reached. The time taken to complete this process will depend on how far you progress and the availability of managers.

Our commitment to transformation

The Sanlam Group is committed to transformation and embracing diversity and our employment equity plan and targets will be considered as part of the recruitment process. This commitment is what drives us to achieve a diverse workplace with employment equity as a key goal to create an inclusive workforce, representative of the demographics of our society as well as people with disabilities.

Sanlam