Fund Assessor
Banqobi Consulting
pinetown, KwaZulu-Natal, South Africa
6d ago
source : Job Placements

Duties and Responsibilities

  • Receives and logs new social benefit funds applications.
  • Ensures all member data on the system is correct and valid.
  • Validates the application details.
  • Ensures that the employee / employer is due for the benefit applied for.
  • Assesses applications in accordance to the funds rules and regulations.
  • Verifies the payment of the benefit due.
  • Transacts and effects payments to the establishment, member or service provided concerned.
  • Issue application forms, tax certificates and benefit statements.
  • Conducts investigations on queries and complaints and responds to the establishment, member, service provider and party concerned
  • Liaises with relevant parties to resolve complaints.
  • Provides customer services to members, establishments, service providers and parties via written and / or telephonic communication.
  • Ensures service levels and performance in customer administration is maintained in terms of the national Mission, Vision and Statements.
  • Filing of all provident fund claims that are not on ready to process status.
  • Process provident fund claims that are on ready to process status.
  • Qualifications

  • Matric (standard 10)
  • At least 1 year Fund Benefit processing / assessment experience
  • General knowledge of benefit funds
  • Customer orientated behaviour
  • Computer literate Microsoft package (intermediate level) advantageous
  • Knowledge / Experience / Skills / Requirements

  • Verbal and written communication skills
  • Ability to build strong effective relationships with all stakeholders, i.e. existing clientsand potential clients as well as internal stakeholders, i.
  • e. colleagues and management

  • Must be a good team player and achieve objectives as set out by supervisor
  • Must be meticulous in carrying out tasks / instructions etc.
  • Must have good interpersonal and low level decision making skills
  • Must have attention to details
  • Above average administration skills required
  • Apply
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