Unclaimed Benefits Administrator MMH260827-1

Momentum

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 and 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.

As an applicant, please verify the legitimacy of this job advert on our company career page.-305080