Administration: Section 37C Specialist Administrat

The Section 37C, administrator is responsible to accurately and timeously perform all Section 37C related activities through the co-ordinating of death claims information as per agreed service levels between SALT EB and the Fund and support the trustees with the death claims process whilst meeting production standards.

To provide efficient administration and verification service in respect to quality assurance of risk claims that results in the improvement of client service and to minimize financial risk. The responsibility is to ensure that all claims and related documents conform to the set standards, within the agreed service levels and that the claim is ready for processing.

The duties include requesting information, responding to enquiries and providing assistance to members and beneficiaries, Compliance, Client Services, the Contact Centre, employers and external service providers.

Areas of Responsibilities

KEY ACTIVITIES

• Perform all Section 37C related activities which include the complete death claim processing cycle of all death claims, all death related enquiries and complaints.
• Liaise with members, beneficiaries, employers and/or relevant stakeholders in a professional manner in order to obtain and clarify details regarding the claims (both verbal and written).
• Quality assure and review the death claim documentation in order to ensure the documentation is accurate, complete and compliant with relevant legislation.
• Liaise with the relevant affiliations in order to resolve issues around incorrect or incomplete documentation.
• Prepare investigation report detailing findings together with motivation for the distribution of the benefit for the Trustees to verify and approve at the Death Benefit Disposal Sub-Committee meeting.
• Prepare a report on death cases for presentation to Trustees at the Death Benefit Disposal Sub- Committee meeting on a monthly basis.
• Report on inflow and outflow of death claims statistics for Fund.
• Keep abreast of all requirements in the retirement industry as set out by the FSCA and the relevant legislation.
• Process Section 37C claims according to the rules, policies, legislation, administration procedures and the service level agreement.
• Provide accurate information to clients in order to ensure that they receive appropriate service.
• Build and maintain relationships with internal and external stakeholders.
• Deliver on service level agreements agreed between internal and external stakeholders in order to ensure that expectations are managed with beneficiaries.
• Make recommendations to improve client service and fair treatment of clients within area of
• Participate and contribute to a culture which builds rewarding relationships, facilitates feedback and provides exceptional client service.
• Meet production standards i...
  
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