Key Purpose<\/p>\n
\tThe position is responsible for the day to day administration and managing a small team within Umbrella Fund Operations, within the Retirement Funds business unit. This is a core administration function and the incumbent would be required to holistically manage and control a portfolio of different Retirement Fund disciplines, for example monthly contribution, claim, investment option, individual transfer in, section 14, section 28 processes. The incumbent must ensure that processes and procedures are implemented, maintained and improved. The incumbent needs to ensure operational activity is conducted within regulatory frameworks, accurately, effectively and efficiently. The incumbent must ensure that he\/she has the knowledge, skills, tools and competencies required to perform the required job within service level agreements. The incumbent must have an appetite to be part of a growing new business unit, continuous improvement, able to adapt to change easily and play a role in change management within the team, challenge the status quo, inspire and motivate others. The incumbent will continually review existing processes and procedures in order to ensure the delivery of committed services to the Umbrella Funds Clients.<\/p>\n
Areas of responsibility may include but not limited to<\/p>\n
\tProcessing of all daily and monthly transactional activity within agree service levels.
\n\tPerforming QA function for document verification where necessary.
\n\tEnsure that day to day administration is accurate, compliant and abreast with regulatory frameworks such as, Pension Funds Act, Tax Act, Rules of the Discovery Life Umbrella Pension and Provident Funds, Participating employer special rules.
\n\tEnsures delivery of key operational attributes such as data completeness and data quality.
\n\tDealing with queries from internal stakeholders, communicate effectively with clients to resolve queries and escalations, ensure client expectations are met.
\n\tPrepare management and client report for submission to superiors.
\n\tDealing with escalated calls or queries from internal stakeholders, communicate effectively with clients to resolve queries and escalations, ensure client expectations are met.
\n\tDevelop and maintain excellent business relations with internal and external brokers.
\n\tAssistance to the Team Manager to ensure effective managing of projects.
\n\tThe incumbent is the Subject Matter Expert in Retirement Fund areas under management. Produces new ideas, approaches or insights. Produces range of solutions to problems and do root cause analysis. Effective decision-making by \u201cout of the box\u201d thinking and weighing up risks involved.<\/p>\n
Personal Attributes<\/p>\n
\tLeading and Supervising
\n\tPlanning & Organizing skills
\n\tWorking with People – Communication
\n\tPersuading and Influencing
\n\tAdhering to Principles and Values \u2013 Self management
\n\tDelivering Results and Meeting Customer Expectations
\n\tCoping with Pressure and Setbacks
\n\tRelating and Networking
\n\tTeam work and analytical skills
\n\tCommunication
\n\tProblem solving
\n\tInitiative and enterprise
\n\tLearning
\n\tTechnology<\/p>\n
Education and Experience<\/p>\n
\tMatric-essential and further studies are advantageous.
\n\tTelephone etiquette, detail orientated and self-driven. \u00a0Customer centric focus to be evident.
\n\tMS Office- Advanced Excel skills, Accounting, operational processes and process mapping. Employee Benefits including Group Risk claim operations.
\n\tKnowledgeable on Compass; Paradigm (internal)
\n\t3 \u2013 5 years claims experience in the long-term insurance industry. \u00a0Pension and Provident Fund experience is advantageous<\/p>\n
go to method of application \u00bb<\/p>\n
Apply via company website ( ) or<\/p>\n
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