S37C Administrator - Screener (6-month FTC)

Let's Write Africa's Story Together!

Old Mutual is a firm believer in the African opportunity and our diverse talent reflects this.

The 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. I understand and accept that, by applying for this role, I authorise Old Mutual, in its capacity as employer, to access my personal information stored on Oracle, and to utilise said information for recruitment purposes for this role.

Job Description Summary

Attending to retirement fund death claims in terms of Section 37C of the Pension Funds Act (PF Act).

This role is responsible for Screening/Pre Assessment 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
• Attend to enquiries and acts as a support person for complex and difficult cases (complaints) from internal and external stakeholders

This role requires knowledge of all matters / laws relating to Section 37C of the Pension Funds Act.  The individual applies this knowledge, skill & experience (acquired through specialization in this field) in an operational environment through own efforts.

Job Description

• 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.

Minimum qualifications / experience required

• Matric
• Working knowledge of Old Mutual internal systems (OMUNET, AWD, Craft, Hyphen, DHA, Compass, Chorus, EMS, EB Tax, etc.)
• At least 2 years’ working knowledge in respect of Section 37C of the Pension Funds Act

Other requirements / Competencies

• 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

Consultative Selling, Customer Complaint Management, Customer Feedback Management, Customer-Focused, Customer Relationship Management (CRM) Software, Customer Service, Customer Service Operations, Customer Understanding, Data Management, Digital Consumer Engagement, Identifying Sales Opportunities, Probing Questions, Sales Data Management, Strengthening Customer Relationships, Upselling

Competencies

Action Oriented

Communicates Effectively

Customer Focus

Decision Quality

Ensures Accountability

Instills Trust

Interpersonal Savvy

Nimble Learning

Education

NQF Level 4 - Grade 12, School leaving Certificate, National or Occupational Certificate or equivalent

Closing Date

26 March 2026 , 23:59

The 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!