Unclaimed Benefits Administrator

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 the Momentum Group provides practical financial solutions for people, communities and businesses.

Disclaimer As an applicant, please verify the legitimacy of this job advert on our company career page.

Role Purpose Responsible 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.

Requirements

• 3-5 years' experience working in a call center and / or debt collection environment and/or proven aptitude.
• MS word, excel, power point, outlook.
• Knowledge of Retirement Fund, Provident and Preservation Fund policies including Section 37C.
• Grade 12 OR equivalent.
• A higher certificate, diploma, or degree (NQF Level 5 to 7) in fields such as Business Management or Administration / Communications and Law.

Duties & Responsibilities

• Perform tracing and tracking duties.
• Verifying successfully contacted and traced members.
• Provide service delivery to customers through tracing and locating clients using contact and personal details.
• Trace, track and gather client’s personal and contact details.
• Resolve tracing and tracking issues to serve customers better.
• Ensure compliance of company guidelines and policies.
• Processing payments and retention policies and procedures.
• Ensure a transfer and effective co-ordination of hand-over processes to Momentum Financial Planners where applicable.

Competencies

• Have a passion for service.
• Have an organised and structured way of working.
• Have the ability to plan.
• Ability to manage time well.
• Detail orientaed.
• Good interpersonal skills.
• Meets productivity standards and drives this in others.
• Completes work in a timely manner.
• Reasoning Ability and ability to carry out verbal and/or written instructions.
• Good problem-solving skills and a strong sense of urgency.
• Strong communication skills encompassing: active listening, verbal and written communication competency.