Sanlam Group Accounting / Finance / Audit Jobs in Pretoria
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Sanlam Corporate forms part of the Sanlam Life and Savings Cluster which offers retail and corporate life insurance, health and investment products in South Africa. Our vision is to be the preferred partner to Corporate and Public Sector by providing an awesome client experience and comprehensive solutions that enable the financial resilience and prosperity of those entities and their employees.
We tap into over 100 years of expertise to provide cost-effective Employee Benefits and Healthcare Solutions that enables financial confidence for our members. We enable our clients to make better retirement and risk decision today through determined and passionate thought leadership and best-in-class people, innovative products and proven processes all designed to help people live a better life tomorrow.
We believe in creating and cultivating a positive, energised working environment that gives every individual the opportunity to achieve success by embracing diversity and growing our talent. We do this through living our values of having the courage to be bold, care, collaboration and be intolerance of mediocrity.
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We’re all about building strong, lasting relationships with our employees. We know that you have hopes for your future –your career, your personal development and of achieving awesome things. We pride ourselves in helping our employees to realise their worth and live with confidence.
What will you do?
Key Responsibilities:
- Handling all claims-related functions with section 37c processes
- Process Section 37C claims according to the rules, policies, legislation, administration procedures and the service level agreement
- Liaise with members, beneficiaries, employers and/or relevant stakeholders in a professional manner in order to obtain and clarify details regarding the claims (both verbal and written)
- Quality assure and review the death claim documentation in order to ensure the documentation is accurate, complete and compliant with relevant legislation
- Prepare investigation report on death cases for presentation to Claims Committee at the Death Benefit Disposal Claims Committee meeting on a monthly basis
- Keep abreast of all requirements in the retirement industry as set out by the FSCA and the relevant legislation
- Ensure optimal processes and controls to adhere to service level agreements (internal and external)
- Reporting – responsible for accurate and timeous management reporting as required (weekly/ monthly)
- Ensure compliance and risk problems are identified and communicated to management
- Understand and comply with relevant legislative requirements
- Stakeholder engagement with various internal and external stakeholders
- Responsible for investigating, resolve and responding to internal and external client queries using professional verbal and written communication
- Investigate, resolve and respond to ad hoc operational requirements
- Maintain relationships with internal departments and resolve and route queries effectively
- Assist with testing when necessary
- Ensure accuracy of own work
- Ensure a good client (internal & external) experience
What will make you successful in this role?
- Matric with Mathematics and/or Accounting
- 2 years’ experience
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Knowledge and skills
- Thorough knowledge of Section 37C of Pension Fund Act
- General understanding of Employee Benefits
- Excellent knowledge of the Group Risk Industry
- Computer literate with proficiency in Microsoft Office (Word and Excel specifically)
Personal qualities
- Excellent Interpersonal skills
- Strong analytical and planning skills
- Meticulous (attention to detail)
- Results driven
- Excellent client service ethic
- Action and result orientated
Personal Attributes
- Plans and aligns - Contributing independently
- Communicates effectively - Contributing independently
- Interpersonal savvy - Contributing independently
- Optimises work processes - Contributing independently
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