Job Description

Closing Date 2025/05/30
Reference Number MMH250522-2
Job Title Unclaimed Benefits Administrator
Position Type Permanent
Role Family Administration
Cluster Momentum Retail
Remote Opportunity Some of the time
Location - Country South Africa
Location - Province Gauteng
Location - Town / City Centurion
IntroductionThrough 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
Disclaimer As an applicant, please verify the legitimacy of this job advert on our company career page.
Role PurposeResponsible for tracing and tracking clients and beneficiaries. Day-to-day administration of benefits, while ensuring that all transactions are properly recorded and processed. Effectively contacting members of unclaimed funds and process claims pay-outs .
RequirementsQUALIFICATIONSGrade 12 OR equivalentA relevant tertiary qualificationEXPERIENCE3 xe2x80x935 years' experience working in a call center and / or debt collection environment and/or proven aptitudeMS word, excel, power point, outlookKnowledge of Retirement Fund, Provident and Preservation Fund policies including Section 37CATTRIBUTESHave a passion for serviceHave an organised and structured way of workingHave the ability to planAbility to manage time wellDetail orientaedGood interpersonal skillsMeets productivity standards and drives this in othersCompletes work in a timely mannerReasoning Ability and ability to carry out verbal and/or written instructions.Good problem-solving skills and a strong sense of urgencyStrong communication skills encompassing: active listening, verbal and written communication competency
Duties & Responsibilities1. Perform tracing and tracking duties.
2. Verifying successfully contacted and traced members
3. Provide service delivery to customers through tracing and locating clients using contact and
personal details.
4. Trace, track and gather clientxe2x80x99s personal and contact details.
5. Resolve tracing and tracking issues to serve customers better.
6. Ensure compliance of company guidelines and policies.
7. Processing payments and retention policies and procedures
8. Ensure a transfer and effective co-ordination of hand-over processes to Momentum Financial Planners where
applicable.9. Participate and contribute to a culture which builds rewarding relationships.
10. Build and maintain relationships with internal and external stakeholders
11. Deliver on service level agreements applicable to internal and external stakeholders in order to
ensure that client expectations are managed12.Build and maintain productive and collaborative working relationships with peers and stakeholders
13. Positively influence and participate in change initiatives
14. Take ownership for driving career development
15. Live the MMI values namely: Accountability, Diversity, Excellence, Integrity, Innovation and Teamwork.
CompetenciesDECIDING AND INITIATING ACTION
Takes responsibility for actions, projects and people; takes initiative and works under own direction; initiates and generates activity and introduces changes into work processes; makes quick, clear decisions which may include tough choices or considered risks.ADHERING TO PRINCIPLES AND VALUES
Upholds ethics and values; demonstrates integrity; promotes and defends equal opportunities, builds diverse teams; encourages organizational and individual responsibility towards the community and organizational and individual responsibility towards the community and the environment.DELIVERING RESULTS AND MEETING CUSTOMER
EXPECTATIONS
Focuses on customer needs and satisfaction; sets high standards for quality and quantity; monitors and maintains quality and productivity; works in a systematic, methodical and orderly way; consistently achieves project goals.COPING WITH PRESSURES AND SETBACKS
Maintains a positive outlook at work; works productively in a pressurized environment; keeps emotions under control during difficult situations; handles criticism well and learns from it; balances the demands of a work life and personal life.FOLLOWING INSTRUCTIONS AND PROCEDURES
Appropriately follows instructions from others without unnecessarily challenging authority; follows procedures and policies; keeps to schedules; arrives punctually for work and meetings; demonstrates commitment to the organization; complies with legal obligations and safety requirements of the role.PolicyWe 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.