Descrição
-Introduction
Role Purpose
To provide an effective and efficient service to clients by receiving, evaluating and responding to enquiries timeously.
Requirements
- Matric or NQF level 4
- Experience in the Annuity Administration Environment will be an advantage
- Employee Benefits experience will be an advantage
- Experience on the Orbit Portal administration system will be an advantage
- Intermediate Excel skills, i.e. Pivot tables, VLOOKUP's, etc.
Duties & Responsibilities - Administration of Annuity business which includes monthly pension payments and death claims.
- Send monthly payslips, annual tax certificates and increase letter to members timeously.
- Accurately load new member information and amend current member information on the system in order to maintain annuitants records.
- Ensure that the monthly pay run balances and is submitted timeously for checking and approval.
- Complete monthly medical aid reconciliations and balance monthly billing received from the relevant medical aid.
- Effectively and efficiently resolve client queries within agreed turnaround times to ensure client satisfaction and retention.
- Adhere to policies and procedures and take corrective action where necessary to mitigate risks.
- Ensure all monthly registers are up to date and follow up items are actioned.
- Ensure that the call centre service factor remains above 95% by providing clients with efficient service.
- Process commissions and admin fees within agreed turnaround time.
Competencies - Planning and organizing
- Written and verbal communication skills
- Teamwork
- Attention to detail
- Client orientation
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.