Manager: Death Claims Trustee Liaison at Liberty Group South Africa

Purpose

• To oversee the assessing of all documentation received for the claim and provide the Principal Officer and Board of Death Claims Trustees with a recommendation for the distribution of death benefits in line with Section 37C of the Act within the prescribed Legislative time lines.

Key Responsibilities:

• Influencing strategy and trends
• Innovation: processes and system enhancements
• Development and revision of the death claims protocol for onwards approval by the death claims sub-committee
• Strategies and lead projects and ad-hoc assignments.
• Provide advisory services on the improvement of controls, risk management, and compliance.
• Reporting: weekly, monthly, and quarterly reports or as required by the ops and CSUF death claims sub-committee
• Manage human and financial resources in line with organizational policies, processes, and procedures.
• Decision making in general
• Regulatory compliance
• Prepare Board resolutions on allocations and distributions.
• Liaise with employers, intermediaries, beneficiaries and legal representatives on death claim documentation and related matters. Resolving queries and complaints.
• Provide technical and on job training when required to team members and stakeholders capacity.
• Be involved with the facilitation of Death Claims Code of Good Practice and Protocol.

Minimum Requirements

• Section 37C of Pension Fund Act
• Knowledge of Retirement funds death and funeral claims
• Death claims Benefit Allocations

Relevant Degree

• Higher course certification in retirements funds
• 5 years' or over experience in pension funds claims and leadership/ managerial level
• Experience in engagements in various sub-committee meetings
• Proven record of performance appraisal