S37C Senior Death Benefit Payment Administrator

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Job Description

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The appointment will be made from the designated group in line with the Employment Equity Plan of
Old Mutual South Africa and the specific business unit in question.

I understand and accept that, by applying for this role, I authorise Old Mutual, in its capacity as employer, to access my personal information stored on Oracle, and to utilise said information for recruitment purposes for this role.

Job Description Summary:

Attending to retirement fund death claims in terms of Section 37C of the Pension Funds Act (PF Act).

This role is responsible for Payments on behalf of the trustees of SUPERFUND:

• Assess and review documents received from beneficiaries/nominees, employers and intermediaries of the deceased member.
• Contact and communicate outstanding and additional requirements to identified parties/stakeholders
• Engage Risk providers to obtain necessary information
• Collaborate with internal and external stakeholders
• Initiate payments according to Trustee decision
• Attend to enquiries and acts as a support person for complex and difficult cases (complaints) from internal and external stakeholders

This role requires knowledge of all matters / laws relating to Section 37C of the Pension Funds Act.  The individual applies this knowledge, skill & experience (acquired through specialization in this field) in an operational environment through own efforts.

Job Description

Attends to the above duties in respect of all death claims received on policies owned by SuperFund:

• Complying with the provisions of the Pension Funds Act and the Rules of the Fund.
• Ability to understand, interpret & apply various pieces of legislation to sets of facts. 
• Probing skills & ability to interrogate information through professional interviews.
• Consistent compliant process execution through the exercise of discretion and sound judgment.
• Sound & defensible reasoning.
• Maintaining a tight case management audit trail in respect of all duties performed (which includes formal report compilation for each case).
• Consults with the Knowledge Manager, regarding complex and technical-legal matters.
• Ad hoc tasks.

Minimum qualifications / experience required

• Matric
• Working knowledge of Old Mutual internal systems (Hyphen, DHA, Compass, Chorus, EMS, EB Tax, etc.)
• At least 2 years’ working knowledge in respect of Section 37C of the Pension Funds Act

Other requirements / Competencies

• Strong MS Excel proficiency
• Sound consultation, collaboration & influencing skills.
• Disciplined planning / organizing skills & execution of duties.
• Sharp servicing of all claim stakeholders.
• Excellent verbal & written communication skills in this field.
• Detail focused, thorough, analytical, and diligent.
• Ability to withstand significant work pressure.
• Creative problem-solving skills.

Skills

Accounting, Action Planning, Budget Management, Calendar Coordination, Computer Literacy, Data Analysis, Database Reporting, Data Compilation, Data Interpretations, Executing Plans, Financial Acumen, Management Reporting, Numerical Aptitude, Oral Communications, Report Review

Competencies

Directs Work

Drives Results

Ensures Accountability

Manages Complexity

Optimizes Work Processes

Plans and Aligns

Tech Savvy

Education

NQF Level 4 - Grade 12, School leaving Certificate, National or Occupational Certificate or equivalent

Closing Date

16 June 2026 , 23:59

The appointment will be made from the designated group in line with the Employment Equity Plan of Old Mutual South Africa and the specific business unit in question.

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