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The Sanlam Retail Affluent business (SRA) is dedicated to empower South Africans in the middle- and upper-income segments to be financially confident, secure and prosperous. With deep client understanding and a focus on excellence in technology, client and intermediary experiences, SRA delivers financial solutions including comprehensive financial planning, life- and disability insurance, credit solutions, savings and investments, retirement and fiduciary services that can be accessed through various platforms.
Responsible for the entire handling of Death Claims in terms of collection of all appropriate information, liaison, assessment, administration and the finalisation of Claims process.
What will make you successful in this role?Record adjustments (e.g. asset in estate).Recommendations regarding claim decisions (legality of claim, premium position, fraud and distribution of Fund proceeds) to team leader and make own recommendations. Preparation of Fund cases for Forum decision.Preparation of a finalised claim (payment and decline).Communicating decisions regarding the distribution of Fund proceeds. Administration of Death Claims proceeds for reinvestment (Sanlam New Business and other companies).Compiling summaries for Legal Department where legal input required.Requesting information and/or calculations from Actuarial, Policy Renewals and Policy Instalments.Recommend allocations regarding Fund death benefit distributions by:Trace & identify dependantsEquitable distribution among themDetermine mode of payment and if payable to trust/guardian or direct to dependant.Draft summary for Section 37C Sub committee of the Board of Trustees when disagreements / complaints received. Summarise final decisions to provide to the Board of Trustees. Draft letters when referring dependants / complainants to the Pension Fund Adjudicator.Knowledge & Skills: Knowledge of Death Claims processManaging and setting up emailsProduct knowledge (individual life policies)Claims policy knowledgeFlexibility and adaptabilityProblem solvingCommunication Skills (written and verbal)Planning and OrganisingQualification and Experience Grade 12 with 3 to 4 years related experience.
Knowledge and Skills Claims administration
Claims settlements
Claims approvals and rejections
Operate within claims guidelines and compliance
Personal Attributes Self-development - Contributing independently
Decision quality - Contributing independently
Plans and aligns - Contributing independently
Manages conflict - Contributing independently
Build a successful career with usWe'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 great things. We pride ourselves in helping our employees to realise their worth.Through its five business clusters – Sanlam Fintech, Sanlam Life and Savings, Sanlam Investment Group, Sanlam Allianz, Santam, as well as MiWay and the Group Office – the group provides many opportunities for growth and development.
Core Competencies Cultivates innovation - Contributing independently
Customer focus - Contributing independently
Drives results - Contributing independently
Collaborates - Contributing independently
Being resilient - Contributing independently
Turnaround timeThe shortlisting process will only start once the application due date has been reached. The time taken to complete this process will depend on how far you progress and the availability of managers.
Closing date: 12 July 2024 Our commitment to transformationThe Sanlam Group is committed to achieving transformation and embraces diversity. This commitment is what drives us to achieve a diverse, inclusive and equitable workplace as we believe that these are key components to ensuring a thriving and sustainable business in South Africa. The Group's Employment Equity plan and targets will be considered as part of the selection process.
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