Job Description

Closing Date 2025/07/21
Reference Number MMH250708-4
Job Title Talent Pool: Death Claims Specialist
Position Type Permanent
Role Family Client Services
Cluster Momentum Corporate
Remote Opportunity Some of the time
Location - Country South Africa
Location - Province Gauteng
Location - Town / City Sandton
Introduction
Through our client-facing brands Metropolitan and Momentum, with Multiply (wellness and rewards programme), and our other specialist brands, including Guardrisk and Eris Property Group, the group enables business and people from all walks of life to achieve their financial goals and life aspirations.
We help people grow their savings, protect what matters to them and invest for the future. We help companies and organisations care for and reward their employees and members. Through our own network of advisers or via independent brokers and utilising new platforms Momentum Metropolitan provides practical financial solutions for people, communities and businesses. Visit us at www.momentummetropolitan.co.za
Additional Information
This is a general talent pool advertisement. By applying, you are expressing your interest in being considered for future job opportunities within our organization. Please note that this is not an active vacancy, and you may not receive an immediate response. We encourage you to apply to other relevant roles that are currently open, and we will contact you when a suitable position becomes available.
Disclaimer As an applicant, please verify the legitimacy of this job advert on our company career page.
Role Purpose
Reporting for the Death Claims Committee and admin related issues to ensure that death claims are paid within the Service Level Agreement.
Requirements

• Matric
• Certificate of Proficiency on Retirement Funds or equivalent qualification (preferred).
• Bilingual (English and one other official SA language).
• 3-5 Years' experience in the retirement fund industry.

Duties & Responsibilities

• Collate all relevant documentation accurately and timeously from the relevant stakeholders.
• Investigate and verify information provided by claimants ensuring correctness and compliance to legislative requirements.
• Engage with the relevant internal departments regarding the requirements for death claims to ensure that the claim is processed timeously.
• Prepare monthly death benefits payment reports for presentation at the Disposal of Death Benefit Committee.
• Follow-up with Death benefits beneficiaries where benefit payment documents are outstanding.
• Attend monthly Disposal of Death Committee meetings to provide input on death benefits payment reports.
• Keep abreast of legislative amendments and changes in the retirement industry as set out by the Financial Sector Conduct Authority (FSCA).
• Responsible for collecting signed death disposal resolutions from monthly Death Committee meetings and ensure that they are loaded on respective member records on the administration system.
• Responsible for dispatching benefit option letters to beneficiaries with benefits above a certain threshold and following up on such option within the set timelines.
• Liaise with administrators on the timing of processing death claims where payment options have been sent to beneficiaries.
• Refer beneficiaries who cannot be found to provide payment documents for external investigative tracing and manage the respective tracing status report.
• Liaise with Momentum death investigations team on death cases.
• Build and maintain relationships with stakeholders to ensure client retention and satisfaction.
• Deliver on service level agreements made with internal and external stakeholders in order to ensure that expectations are managed with client.
• Make recommendations to improve client service and fair treatment of clients within area of responsibility.
• Participate and contribute to a culture which builds rewarding relationships, facilitates feedback and provides exceptional client service.
• Provide regular reports on the delivery of services against agreed timelines and overall customer targets.
• Collate all Section 14 process documentations, accurately and timeously prepare for submission to the relevant stakeholders.
• Investigate and verify information provided stakeholders and ensuring correctness and compliance to legislative requirements.
• Engage with the relevant internal and external role players regarding the requirements for a successful Section 14 transaction (incoming and/or outgoing).
• Monitoring and regular updating of the Section 14 register.
• Monitoring and engaging the Risk Insurer in relation to payment letters for approved Permanent Total Disability claim and obtaining relevant documentations pertaining to the payments.
• Liaising with internal stakeholders to ensure implementation of the received Risk Benefits

Competencies

• Organisation and attention detail
• Communication skills
• Client focus Service orientation
• Teamwork and cooperation

Policy
We are committed to Employment Equity, diversity and inclusion when recruiting internally and externally. All appointments are made in alignment to our Employment Equity goals and we encourage people with disabilities to apply.