Lets Write Africa's Story Together!
Old Mutual is a firm believer in the African opportunity and our diverse talent reflects this.
Job Description
Handles a variety of coverage with a defined loss potential. Reviews and proceses claims of low to moderate face value or liability against policies and coverage information. Decision-making is structured and objective. Initiates necessary investigations. Exercises judgment to assign adjusters or to refer information to attorneys or subject-matter experts for additional data. Settles and negotiates claims within authorised authority.Job Description Summary
This role is responsible for investigations on behalf of the trustees of the Namibian Retirement Annuity Fund
(NARAF):
• Identify & trace dependents / nominees of the deceased member.
• Investigate the personal circumstances of these people.
• Make recommendations regarding the allocation & mode of payment of the death benefits.
This role requires knowledge of all matters / laws relating to Section 37C of the PF Act. The individual applies
this knowledge, skill & experience (acquired through specialization in this field) in an operational environment
through own efforts.
Duties and responsibilities.
Attends to the above duties in respect of all death claims received on policies owned by the NARAF by:
• Complying to 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 with
regards to investigations.
• 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 Death Benefit Allocation Specialists & liaison to the Death Claims Sub-committee
regarding complex and technical-legal matters.
• Ad hoc tasks.
Minimum Requirements...
• Namibian Citizenship.
• Matric (essential)
• Post-matric qualifications in administration, finance, or related field (advantageous)
• At least 2 years’ working knowledge iro Section 37C of the PF Act ito:
➢ Identification & investigation of dependents & nominees.
➢ Recommendations in respect of death benefit allocations & mode of payment.
• Knowledge of Old Mutual products and claim processes (e.g. Greenlight, Max Income, Max
Investment, OMP & Group Schemes) (advantageous)
• Familiarity with Old Mutual systems: AWD, BANCS, BIZAGI, CMOS, EMS, Omunet,
Outlook(advantageous)
• Computer literacy (MS Office) with accurate typing and disciplined document handling
• Call Centre experience
• Numerical accuracy and reconciliation skills (allocations, variances, and balancing)
• Critical thinking and anticipation – question assumptions, identify next steps, and pre-empt issues
• SLA discipline and throughput management – prioritize effectively in high-volume environments
• Case management excellence – clean case notes, evidence trails, and audit-ready documentation
• Stakeholder engagement – professional, empathetic, and clear communication
• Quality assurance compliance – use of Quality Tool and authorization protocols, “first-time-right”
mindset
• Governance and confidentiality – strict adherence to POPIA and internal controls
• Excellent verbal and written communication – read, interpret, and respond to queries promptly and
professionally
• Ability to work under pressure and adapt to a changing environment
• High attention to detail and accuracy
• Good judgment and proactive problem-solving
• Team-oriented with strong interpersonal skills
• Deadline-driven and results-focused
• Ability to process information and provide clear, structured feedb
Skills
Action Planning, Claims Management, Claims Settlement, Data Compilation, Data Controls, Executing Plans, Financial Auditing, Insurance Claims Investigations, Insurance Product Management, Insurance Sales, Oral Communications, Presenting SolutionsCompetencies
Action OrientedCollaboratesDrives ResultsEnsures AccountabilityFinancial AcumenInstills TrustManages ComplexityOptimizes Work ProcessesEducation
NQF Level 5 - Higher, Advance or Occupational Certificate or equivalentClosing Date
30 August 2026 , 23:59The Old Mutual Story!
Skills Required
- Namibian citizenship
- Matric (secondary school certificate)
- At least 2 years working knowledge of Section 37C of the Pension Funds Act (identification/investigation of dependents and death benefit allocation)
- Ability to understand, interpret and apply legislation to factual situations
- Probing and interview skills for investigations
- Case management, audit trail maintenance and formal report compilation
- Computer literacy (MS Office), accurate typing and disciplined document handling
- Call centre experience
- Numerical accuracy and reconciliation skills
- SLA discipline, throughput management and prioritisation in high-volume environments
- Adherence to governance and confidentiality (POPIA) and internal controls
- Excellent verbal and written communication skills
- Team orientation, interpersonal skills, ability to work under pressure and adapt
- Post-matric qualification in administration, finance or related field
- Knowledge of Old Mutual products and claim processes (Greenlight, Max Income, Max Investment, OMP, Group Schemes)
- Familiarity with Old Mutual systems: AWD, BANCS, BIZAGI, CMOS, EMS, Omunet
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
