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:

• Register claim if we have valid documentation (statement on death or death certificate)
• Request external portfolio's (MMI / Glacier)
• Sell Shares on MIP
• Request Risk from different Insurers
• Good Understanding on how RFW works
• Acted on new incidents (workflow)
• Attend to new information received (workflow + death's mailbox)
• Ensuring that all documentation is accurate and complete for processing and is attached to the C Flow incident
• Day to day administration of a death claim
• Validity checks on MIP
• Request outstanding information
• Good understanding of tax directive application even through e-filing and also how to refer foreign tax
• Bank validations
• Validate letters of Authority / Executive
• Tracing of Beneficiaries
• Managing their e-mails to ensure they are within 2-day SLA
• Handling telephone calls
• Ensure claims are on the correct step instruction
• Ensure the subject field is completed correctly
• Ensure Client reporting are updated
• Attend to walk-in clients
• Ensure all attachments are attached to C-Flow
• Do regular follow ups on outstanding information / Send monthly reports
• Drafting of letters
• Closing of incidents
• Monitoring of daily workflow
• Manage relationships with internal departments and resolve and route queries effectively
• Move members to Death Unclaimed MG
• Be able to attend complex queries and be able to communicate clearly and accurately

Technical Competencies:

• At least 5 years' experience within an Employee Benefits environment
• Benefit payments processes experience
• Umbrella Fund experience
• A thorough understanding of the Pension Fund Act, Fund Rules and Income Tax Act
• Computer literate with proven proficiency in MS Office (Word and Excel)

Behavioural Competencies:

• Strong attention to detail and proactive attitude
• Challenge and persist to achieve targeted outcomes in a manner that sustains relationships and credibility
• Strong ability to organize and prioritize
• Ability to handle a diverse range of tasks simultaneously
• Ability to execute
• Team player and target /results driven
• Excellent communication skills both written and verbal
• Displays energy when performing tasks
• Excellent project and time management skills
• Demonstrates initiative
• Ability to perform well under pressure and meet deadlines
• Good interpersonal skills
• Ability to collaborate and pull information together

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

Sanlam