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

Key Responsibilities

• Assess, verify, and process different types of pension fund claims (e.g., withdrawal, retirement, death, disability, divorce, transfers, maintenance orders).

• Check claim documentation for accuracy and completeness, ensuring compliance with fund rules and legislative requirements.

• Liaise with employers, members, and third parties for outstanding or supporting information.

• Communicate claim status and outcomes to members and stakeholders clearly and professionally.

• Respond promptly to queries via email, telephone, and other channels.

• Provide guidance on claim requirements and processes.

• Ensure all claims are finalised within agreed turnaround times and service level agreements (SLAs).

• Maintain strict confidentiality of member information and handle data according to regulatory standards.

• Identify and escalate any potential risks, irregularities, or fraud.

• Maintain accurate and up-to-date records on systems and trackers.

• Contribute to daily, weekly, or monthly reporting on claims volumes and turnaround times.

• Support internal audits and quality assurance processes.

• Collaborate with colleagues to ensure workload is managed effectively.

• Share knowledge and assist in training new team members when required.

• Contribute to process improvements and suggest ideas to enhance service delivery.

Qualifications & Experience

• Grade 12 / Matric certificate (minimum).

• Relevant tertiary qualification in financial services or administration (advantageous).

• 1–3 years’ experience in pension or provident fund claims processing, or a related financial services environment.

• Solid understanding of pension fund rules, relevant legislation (e.g., Pension Funds Act), and industry best practices.

Skills & Competencies

• Strong attention to detail and accuracy.

• Good verbal and written communication skills.

• Ability to work under pressure and meet deadlines.

• Customer-focused with a professional service ethic.

• Problem-solving and decision-making abilities.

• Good computer literacy (MS Office and relevant systems).

Old Mutual Company Values

• Respect: We treat everyone with dignity and fairness.

• Integrity: We always do what is right, even when it’s hard.

• Accountability: We take responsibility for our actions and results.

• Pushing Beyond Boundaries: We strive for excellence and challenge ourselves to go further.

• Diversity & Inclusion: We value differences and create an environment where everyone can thrive.

Key Performance Indicators (KPIs)

• Adherence to agreed turnaround times for claims processing.

• Accuracy of claims assessed and processed.

• Compliance with fund rules and legislative requirements.

• Quality of communication with members and stakeholders.

• Customer satisfaction and service ratings.

• Contribution to team targets and productivity goals.

Reporting Line

Reports to the Team Leader

To process, assess, and finalise pension and provident fund claims efficiently and accurately, ensuring that all regulatory, legal, and company requirements are met. To provide excellent service to members, employers, and other stakeholders, ensuring a positive experience during the claims process. Performs routine administrative duties such as drafting correspondences, scheduling appointments, organising and maintaining data, as well as assisting internal and external stakeholders

ResponsibilitiesAdministration

Produce, update, and provide best practice support on a wide range of Microsoft documents, databases, and other departmental systems.

Business Meetings/Events Arrangement

Schedule appointments, make arrangements for meetings and conferences, and organize travel plans, following instructions to ensure more senior colleagues or a senior executive make the best use of their time.

Correspondence

Prepare routine letters, email, minutes of meetings, and reports for approval by more senior colleagues or a senior executive.

Document Preparation

Prepare moderately complex documents using a variety of applications for technology devices, such as standard office software. Also responsible for gathering and summarizing data for reports.

Work Scheduling and Allocation

Design own monthly schedule and, if necessary, assign work to others in order to speed up office workflow and ensure high-priority tasks get done.

Data Collection and Analysis

Produce accurate reports for others by collecting data from a variety of standard sources and inputting it into standard formats.

Insights and Reporting

Extract and combine data to generate standard reports.

Budgeting

Monitor and analyze data using budgeting systems and protocols.

Personal Capability Building

Develop and maintain excellent process or technical skills by participating in assessment and development planning activities as well as formal and informal training and coaching.

Operational Compliance

Develop working knowledge of the organization's policies and procedures and of regulatory codes and codes of conduct relevant to own work, adhering to mandatory procedures to ensure own work is undertaken to the required standards.

Procurement

Support others by carrying out simple procurement tasks. Involves following established procedures.

Skills

Action Planning, Calendar Coordination, Coaching, Communication, Computer Literacy, Customer Service, Data Analysis, Data Compilation, Data Interpretations, Decision Making, Executing Plans, Management Reporting, Microsoft Office, Numerical Aptitude, Office Administration, Oral Communications, Problem Solving, Report Review, Service Level Agreement (SLA), Teamwork, Written Communication

Competencies

Directs WorkDrives ResultsEnsures AccountabilityManages ComplexityOptimizes Work ProcessesPlans and AlignsTech Savvy

Education

Matriculation Certificate (Matric) (Required)

Closing Date

23 July 2025 , 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!