Let's Write Africa's Story Together!
Old Mutual is a firm believer in the African opportunity and our diverse talent reflects this.
Job Description
This role involves administering retirement fund death claims in accordance with Section 37C of the Pension Funds Act, including making payments on behalf of the trustees of SuperFund.
Assess and review documents received from beneficiaries/nominees, employers and intermediaries of the deceased member.
Contact and communicate outstanding and additional requirements to identified parties/stakeholders
Engage Risk providers to obtain necessary information
Collaborate with internal and external stakeholders
Initiate payments according to Trustee decision
Attend to enquiries and acts as a support person for complex and difficult cases (complaints) from internal and external stakeholders
Job Description
Attends to the above duties in respect of all death claims received on policies owned by SuperFund:
Complying with the provisions of the Pension Funds Act and the Rules of the Fund.
Ability to understand, interpret & apply various pieces of legislation to sets of facts.
Probing skills & ability to interrogate information through professional interviews.
Consistent compliant process execution through the exercise of discretion and sound judgment.
Sound & defensible reasoning.
Maintaining a tight case management audit trail in respect of all duties performed (which includes formal report compilation for each case).
Consults with the Knowledge Manager, regarding complex and technical-legal matters.
Ad hoc tasks.
Qualifications, Skills, Experience required
Matric
Working knowledge of Old Mutual internal systems (Hyphen, DHA, Compass, Chorus, EMS, EB Tax, etc.)
At least 2 years’ working knowledge in respect of Section 37C of the Pension Funds Act
Strong MS Excel proficiency
Sound consultation, collaboration & influencing skills.
Disciplined planning / organizing skills & execution of duties.
Sharp servicing of all claim stakeholders.
Excellent verbal & written communication skills in this field.
Detail focused, thorough, analytical, and diligent.
Ability to withstand significant work pressure.
Creative problem-solving skills.
Skills
Communication, Customer Service, Organizing, Payment Administration, Pension Funds, Problem SolvingCompetencies
Directs WorkDrives ResultsEnsures AccountabilityManages ComplexityOptimizes Work ProcessesPlans and AlignsTech SavvyEducation
Matriculation Certificate (Matric) (Required)Closing Date
19 May 2026 , 23:59The appointment will be made from the designated group in line with the Employment Equity Plan of Old Mutual South Africa and the specific business unit in question.
The Old Mutual Story!
Skills Required
- Matric
- Working knowledge of Old Mutual internal systems
- At least 2 years working knowledge of Section 37C of the Pension Funds Act
- Strong MS Excel proficiency
- Excellent verbal and written communication skills
What We Do
Old Mutual Limited is a listed company on the Johannesburg Stock Exchange and has secondary listings on the London, Malawi, Namibia and Zimbabwe stock exchanges. As a Pan-African financial services company, we are focused on Africa, her needs and her people. Together with you, we have educated our children, given more homes warmth and light, empowered small businesses and improved infrastructure in Africa. Our story will continue #WithAfricaForAfrica
