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Salt Employee Benefits
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Purpose of role:
The primary purpose of the Chief Experience Officer at SEB is to continuously work to improve SEB’s relationship with its clients and members and to provide a positive and consistent client experience. Included in this is the ability to organize and develop a way to measure how our clients perceive the service that SEB provides.S/he will be primarily responsible for mapping out the client and member journeys and understanding their needs that fosters an improved client/member experience.The role will require that the Chief Experience officer create the SEB ‘’Experience strategy and practices’’ that improves client acquisition and retention.This role requires the incumbent to enhance the engagement of our clients and integrates the executive and client-facing aspects of business to be able to effectively use client feedback and behavioral data and insights to drive improvements, eliminate friction from the overall experience, and ensure that future services align with what our members and clients care about.The Chief Experience Officer is also responsible for fostering a client-centric internal culture – with their focus entirely on optimizing the client and member experience. This means that they must be able to translate all departmental goals to ensure that each team is contributing to the big picture plan.
Responsibilities:
To work with internal and external stakeholders to identify gaps in the client experience and opportunities to improve them. This means working with high-level decision-makers like the COO, CTO and CEO, as well as client facing teams like the Key Account Managers, Member Centres , Service Centre and Benefit Counsellor.S/he will be responsible for mapping the client journey across all touchpoints and channels by capturing, monitoring, and analyzing client feedback. This may include tracking how our net promoter score changes over time, analyzing client sentiment, and identifying themes across all feedback channels. This may include owning aspects of the client journey such as:
Developing feedback surveys (Conduct market and client research by conducting surveys and polls, competitor analyses, reading market reports to understand what drives our clients and members to create a client/member profile outlining client/member needs, wants, and goals especially in lieu of services rendered)Review current apps and or portals (Benefit Counsellor/Hello Peter/Internet) and improve the experience for our clients. These must be mapped solutions with a view to enhancing the experience and ensuring consistency in the experience for all clients and members. (Ensuring as well that these are ‘’user friendly’’ and appeal to our target member audience).Scheduling in-person and online meetings with clients. Working closely with our client liaison offices to under...
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2d
Johannesburg CBD1
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The Call Centre Manager is responsible for developing and maintaining a trusted relationship with the client which supports a spirit of partnership. The Client Services Manager should take a proactive role in learning about the client’s business needs and company culture, educate the project team, identify new business opportunities, and provide a high level of service.
Reporting client metrics (weekly/monthly/annually), translating metrics to business information, and overseeing the development of resulting action plans.Providing “thought leadership” by coordinating and researching benchmarking studies, delivering presentations on strategic topics related to the services provided and consults with the client on best practices provided by Salt EB.Collaborating with all implementing departments and provide oversight ensure that client requirements are understood and met.Facilitating weekly project status update meetings and serve as an escalation point for any implementation issues.Is the primary point of contact for client communications, conflict resolution, and reportingPerforming back office support and documentation to assure performance is monitored and measuredCreating client service and strategic account plans for achieving business success, retention, and overall revenue growthDocumenting client requirements for customized products and servicesMaintaining awareness of competitive activity and opportunities for product developmentProviding research, analysis, and reporting for special projects as assignedWorks closely with the Implementation Team in order to maintain a continuous knowledge of project status and identify potential issues and/or opportunities within or related to the project
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2d
Johannesburg CBD1
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The Section 37C, Disability and Funeral Claims specialist administrator is responsible to accurately and timeously perform all Section 37C related activities through the coordination of death, disability and funeral claims information as per agreed service levels between SALT EB and the Fund and support the trustees with the death, disability and funeral claims process whilst meeting production standards. The purpose of this role is 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.
Specialist Requirement :
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.Process payment of death once approved by Trustees within the agreed service levels.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 responsibility.Participate and contribute to a culture which builds rewarding relationships, facilitates feedback and provides exceptional client service.Meet production standards in terms of quantity and quality.Provide regular reports on the delivery of services against agreed service level agreements and in terms of overall customer targets.
Devote the whole of yo...
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2d
Johannesburg CBD1
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Purpose of role:
The Senior Fund Accounting Manager supervises the Fund Accounting unit. The Senior Fund Accounting Manager reports to the COO and assists on all strategic and tactical matters as they relate to budget management, cost benefit analysis, forecasting needs, etc.
Main Responsibilities
Operational
Assist in performing all tasks necessary to achieve the organisation's mission.Work with the Executive Team on the strategic vision including fostering and cultivating stakeholder relationships.Assisting in the development and negotiation of contracts.Enhancement and automation of processes through utilisation of technology.Ensure adequate controls are installed and that substantiating documentation is approved and available such that it may pass independent audits.Work with the COO/Deputy COO to ensure programmatic success through cost analysis support and compliance with all contractual and programmatic requirements. This includes:
Interpreting legislative and programmatic rules and regulations to ensure compliance with all statutory requirements.Ensuring that all statutory regulations and requirements are disseminated to appropriate personnel, andMonitoring compliance.
Develop and maintain systems of internal controls to safeguard financial assets of the funds and oversee programs, the coordination and activities of independent auditors ensuring all audit issues are resolved, and all compliance issues are met.Oversee the production of monthly reports for use by the Executive Team, as well as the Board of Directors.Oversee and manage existing system controls and introduce new enhancements to streamline workflow and mitigate risk factors.Preparing and maintaining standard operating procedures throughout the Fund Accounting department.Development, implementation and management of effective financial controls.
Compliance
Provide oversight and play a leadership role in the Compliance Management function to ensure that:the company compliance framework and policies are properly embedded and implemented in the business.there is regular reporting on compliance breaches and progress on mitigation and management plans.administrative penalties as a result of compliance breaches are minimised.Ensure compliance with regulatory requirements through adherence to policies, procedures and guidelines.Work closely with the Executive Team to ensure that all key risks are identified and are adequately communicated to the relevant business owners.Implementation of controls to mitigate fraudulent activities and misrepresentation of information.Enhancement and automation of the production of monthly management repo...
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2d
Johannesburg CBD1
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Role Overview:
The Senior Fund Accountant provides both operational and programmatic support to the Fund Accounting team. The incumbent will provide technical support and training to the Fund Accountant/s. They will report to the Fund Accounting Manager and assist on all operational matters as they relate to the management of the Fund Accounting portfolio.
Areas of Responsibilities Key Activities:
Banking
Review and set-up of users online banking access.Checking and approving payments.Check that bank statements are updated and bank reconciliations done accurately and on time.Cashflow management of funds and forecasting of cash requirements in line with the funds policy/ies.Oversee and enhance the relationship with the fund/s bankers.
Accounts
Oversee and manage existing system controls and introduce new enhancements to streamline workflow and mitigate risk factors.Preparing and maintaining standard operating procedures.Development, implementation and management of effective financial controls.Preparation of fund accounts in line with the fund/s accounting policies and implementation of any changes.Ensure adherence to the Service Level Agreement (SLA) of the fund/s.Checking all monthly reconciliations (Accounts Receivable & Accounts Payable).Preparation and review of monthly working papers reating to ledger accounts (GL).Ensuring that all systems in the department are in a working condition.
Investments
Liaising with fund managers, brokers, and custodians to communicate information and resolve issues on a timely basis. Monitor and control investment / disinvestment with the respective Investment Managers. Ensure accurate loading of daily unit prices. Ensuring Investments are balanced accurately (ALM).
Audit
Planning and coordination of the audits to ensure the audit function is executed on a timely and efficient basis.Checking of audit files and working papers for submission to the Fund Accounting Manager.Preparation of the annual financial statements.Providing responses on audit requirements ensuring all audit issues are resolved, and all compliance issues are met.Implementing recommendations from the auditors.Electronic submission of financial statements to the FSCA.
Valuation
Preparation of member data pertaing to the the valuation of the fund/s.Liaising with the actuary for the timeous valuation of the fund/s.Implementing recommendations from the valuator.
Legislative
Provide oversight and pl...
https://protool.gumtree.co.za/external-link-browser.html?url=aHR0cHM6Ly93d3cuZGl0dG8uam9icy9qb2IvZ3VtdHJlZS8zNDcwOTM0MDExP3NvdXJjZT1ndW10cmVl&jid=1711404&xid=3470934011
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2d
Johannesburg CBD1
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PURPOSE OF ROLE
The ability to investigate and apply expertise to data with an intended objective to deliver on the specific area of expertise.The ability to analyze data and extract trends to ensure improvement of processes and or customer satisfaction. This could be in the form of innovative ideas as well as the task of compiling reports.Engage and list to current challenges in the team/business and use expertise to Trouble shoot issues in order to provide workable solutionsThe ability to tackle a Problem with the intent of using expertise/capability and or experience to resolve speedilyPerform quality assurance based on the specialized requirements of the role.Should be able to ensure strong stake holder management ito Communication i.e. feedback to clients, managing clients, responding to clients, attend to queries timeouslyEngage in a professional manner whether it be verbal or face to faceHave the ability to communicate via different communication channelsEnsure that the brand or image of SEB is always maintained by adhering to the values (in keeping in line with the KPI and values of the company)Be a strong team playerHave both both industry knowledge and experienceEnsure that the role is carried out with the relevant accuracy, attention to detail and following instructions.Ensure that judgement and attention to detail is applied to the roleEnsure that the role is completed within required deadlines and should have the ability to organize, plan, set goals and deliver accordingly.Strong interpersonal skills as cross team collaboration is required.Have the ability to innovate in the roleQuality of work should be thoroughConscious of the abuse of company resources
PEOPLE MANAGEMENT
Implement the culture transformation programme that will enable the delivery of Salt’s strategic intent and identified ideal behaviors to improve employee engagement and reduce employee turnover.
Develop a high performing team by embedding formal performance development and informal coaching. Implement talent acquisition, engagement and recognition process in line with this.
ATTRACTION AND RETENTION
Attract, develop, retain and deploy quality employees to realise their full potential
Develop a high performing team by embedding formal performance development and informal coaching. Implement talent acquisition, engagement and recognition process in line with this.
Establish and maintain a succession plan for the team. Ensure that poor performance in the team is addressed through the formal Programme and that continued poor performance is appropriately dealt with.
To ensure that talent sourcing should be aligned to Employment Equity targets.
SKILLS CAPAB...
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2d
Johannesburg CBD1
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The incumbent will be responsible for monitoring, administrating and reporting on various activities and processes in the IT department and its service providers. The duties will include liaising with internal and external stakeholders, performing quality assurance based on the specialized requirements of the role. They should be able to ensure strong stake holder management ito Communication i.e. feedback to clients, managing clients, responding to clients, attend to queries timeously. Engage in a professional manner whether it be verbal or face to face and have the ability to communicate via different communication channels. Always ensure that the brand or image of SEB is always maintained by adhering to the values (in keeping in line with the KPI and values of the company).
Responsibilities:
Administer, monitor and report on:
Administer, Monitor and report on requests from and to Service Providers.Monitor and report on Desktop support cases.Administer, monitor and report on Procurements.Administer, monitor and report on the office’s physical security systems (What are they supposed to do here?).Internal audits of hardware and software.Assist with external ICT audits.Document, implement and maintain processes with service providers according to SLA’s.Document, implement and maintain inter-departmental processes.
REPORTING
Prepare monthly and ad hoc reports as and when requested.
QUERY RESOLUTION
Attend to queries or inquiries within the required timelines.Provide assistance to internal clients and service providers where necessary.
INNOVATIVE & TEAM PLAYER
Be able to work independently with minimal supervision.Build and maintain supportive relationships both internally and externally.Build and maintain positive relationships with all clients and service providers.
TIME MANAGEMENT
Devote the whole of your time, attention and abilities Ensure that all communication sent internally and externally is dealt with professionallyduring working hours to the discharge of your duties.Meet production standards in terms of quantity and quality.Manage work outflow timeously
Required Knowledge:
Be a strong team playerHave both industry knowledge and experienceEnsure that the role is carried out with the relevant accuracy, attention to detail and following instructions.Ensure that judgement and attention to detail is applied to the roleEnsure that the role is completed within required deadlines and should have the ability to organize, plan, set goals and deliver accordingly.Strong interpe...
https://protool.gumtree.co.za/external-link-browser.html?url=aHR0cHM6Ly93d3cuZGl0dG8uam9icy9qb2IvZ3VtdHJlZS80MjA5Njg0NDk4P3NvdXJjZT1ndW10cmVl&jid=1480875&xid=4209684498
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2d
Johannesburg CBD1
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PURPOSE OF THE ROLE:
To receive and perform quality assurance on documents and assessment of claims for legitimacy based on the specialized requirements of the role.To initiate all new claims received on the operating system used by Salt Employee BenefitsTo follow up on behalf of members on all outstanding claim paymentsTo deal with member queries and advise members on fund benefit structure and benefitsTo act as a liaison between the members of the Fund and Fund’s other service providers (funeral benefit administrator, Section 37C Investigators, Trust Fund Administrators, Tracers) in receiving claims and ensuring that they are processed timeously.To assist in employer engagements in areas where they are visiting
Areas of Responsibilities
Key Activities
Member Walk-Ins
Receive members and help them with submission of claim.
First ensure that the member is a member of the FundEnsure that the member is not still employed in the industryCheck that the contributions are up to dateCheck that all claim documents are available:
Claim documents are completed and signed and stamped by both employer and memberCopy of ID is available and clearCopy of bank statement is available and clearLetter from SARS is available and show Tax number
Advise member is there are any discrepancies regarding the membership or any of the above.Help member to understand what the member needs to do.
Advise members who come to enquire about their membership on their statusWhere a member has shown proof that they were employed and the employer has not paid, refer to the relevant CLO and/Compliance Manager for further investigation.Provide members with benefit statements, where available.Help member submit the funeral claims to the funeral claim administrator.Educate members on benefits of the fund and process.Provide a weekly report to the manager for consideration and review.
Planning for Travelling
Complete a yearly travel plan split per monthAll travel plans to be approved by the manager and ultimately by the head of department before you embark on a trip. All travel requirements to be fulfilled prior to submission for approval.Any deviation from plan must be motivated and plans changed accordingly.
Assisting with Employer Engagements
To inform all Client Liaison Officers (CLOs) of planned pending trips and to get a list of employers that needed to be visited from CLOsTo prepare for employer visits by ensuring that a full recon, outstanding claims and unallocated contributions have be...
https://protool.gumtree.co.za/external-link-browser.html?url=aHR0cHM6Ly93d3cuZGl0dG8uam9icy9qb2IvZ3VtdHJlZS8zNTc5NjQ2NDg2P3NvdXJjZT1ndW10cmVl&jid=1144151&xid=3579646486
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2d
Midrand1
The Section 37C, Disability and Funeral Claims specialist administrator is responsible to accurately and timeously perform all Section 37C related activities through the co-ordinating of death, disability and funeral claims information as per agreed service levels between SALT EB and the Fund and support the trustees with the death, disability and funeral 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.Process payment of death once approved by Trustees within the agreed service levels.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 ofhttps://protool.gumtree.co.za/external-link-browser.html?url=aHR0cHM6Ly93d3cuZGl0dG8uam9icy9qb2IvZ3VtdHJlZS8xNjQ3ODgwNjc1P3NvdXJjZT1ndW10cmVl&jid=161745&xid=1647880675
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2d
Johannesburg CBD1
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Data is one of the most valuable resources a company owns, and savvy data engineers are required to build an infrastructure to keep it organized. This role requires a significant set of technical skills, including a deep knowledge of SQL and multiple programming languages. The incumbent should have stellar communication skills as you will work across departments and determine what business leaders want to gain from the company’s large datasets. Be able to work with data to solve business problems, building and maintaining the data platform to answer questions and improve processes within the SaltEB environment and work closely with the other BI teams to develop data models and pipelines for research, reporting, and machine learning. Furthermore, be an advocate for best practices and continued learning.
Responsibilities:
Data Engineering
Work closely with business to help them understand the data in the environment and enable data insights to the business unit to drive change.Create and maintain functional requirements, system specifications and blueprints in support of data architecture and detailed design specifications for current and future designs.Designing, implementing, and maintaining scalable and robust patterns for ingesting and transforming complex datasets from a multitude of sources.Designing, implementing, and maintaining reports & dashboards used within the business.Supports the organisation’s cloud strategy and aligns to the data architecture and governance including the implementation of these data governance practices.Administer access management to various applications used with the data landscape.Create and manage data feeds to 3rd party system or enterprise applications
REPORTING
Develop and maintain monthly and ad hoc reports as and when requestedBuild and maintain reports consumed by various stakeholders.
QUERY RESOLUTION
Attend to queries or inquiries within the required timelinesAid internal and external clients or service providers where necessary
INNOVATIVE & TEAM PLAYER
Be able to work independently with minimal supervisionKnowledge sharing with peers.
RELATIONSHIP MANAGEMENT
Work with various stakeholders across the organisation to understand data requirements and apply technical knowledge of data management to solve key business problems.Build and maintain positive relationships with business stakeholders.
TIME MANAGEMENT
Devote the whole of your time, attention, and abilities during working hours to the discharge of your duties.Work concurrently on multiple projects to deliver value to business.
R...
https://protool.gumtree.co.za/external-link-browser.html?url=aHR0cHM6Ly93d3cuZGl0dG8uam9icy9qb2IvZ3VtdHJlZS8yNDkyOTQ4ODEwP3NvdXJjZT1ndW10cmVl&jid=1480874&xid=2492948810
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2d
Johannesburg CBD1
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PURPOSE OF ROLE
Data is one of the most valuable resources a company owns, and savy data engineers are required to build an infrastructure to keep it organized. This role requires a significant set of technical skills, including a deep knowledge of SQL database design and multiple programming languages. Should also have stellar communication skills as you will work across departments and determine what business leaders want to gain from the company’s large datasets.Work with data to solve business problems, building and maintaining the infrastructure to answer questions and improve processes within the SaltEB environmentHelp streamline our data workflows, adding value to our product offering and building out our customer lifecycle and retention modelsWork closely with the other BI teams to develop data models and pipelines for research, reporting, and machine learningBe an advocate for best practices and continued learning
RESPONSIBILITIES
Work closely with business to help them understand the data in the environment and enable data insights to the business unit to drive change.Create and maintain functional requirements, system specifications and blueprints in support of data architecture and detailed design specifications for current and future designs.Designing, implementing, and maintaining scalable and robust patterns for ingesting and transforming complex datasets from a multitude of sources.Supports the organisation’s cloud strategy and aligns to the data architecture and governance including the implementation of these data governance practices.Create and manage data feeds to 3rd party system or enterprise applicationsAssist in identifying, designing, and implementing robust process improvement activities to drive efficiency and automation for greater scalability. This includes looking at new solutions and new ways of working and being on the forefront of emerging technologies.
REPORTING
Develop and maintain monthly and ad hoc reports as and when requested
QUERY RESOLUTION
Attend to queries or inquiries within the required timelinesAid internal and external clients or service providers where necessary
INNOVATIVE & TEAM PLAYER
Be able to work independently with minimal supervisionBuild and maintain supportive relationships both internally and externallyProvides technical leadership to junior data engineers in the team
RELATIONSHIP MANAGEMENT
Work with various stakeholders across the organisation to understand data requirements and apply technical knowledge of data management to solve key business problems.Build and maintain positive relationships with all clients and service providers.Be able to explain technical ...
https://protool.gumtree.co.za/external-link-browser.html?url=aHR0cHM6Ly93d3cuZGl0dG8uam9icy9qb2IvZ3VtdHJlZS8yMDE4NDA5NDQ0P3NvdXJjZT1ndW10cmVl&jid=1366792&xid=2018409444
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2d
Johannesburg CBD1
SavedSave
PURPOSE OF ROLE
The ability to investigate and apply expertise to data with an intended objective to deliver on the specific area of expertise.The ability to analyze data and extract trends to ensure improvement of processes and or customer satisfaction. This could be in the form of innovative ideas as well as the task of compiling reports.Engage and list to current challenges in the team/business and use expertise to Trouble shoot issues in order to provide workable solutionsThe ability to tackle a Problem with the intent of using expertise/capability and or experience to resolve speedilyPerform quality assurance based on the specialized requirements of the role.Should be able to ensure strong stake holder management ito Communication i.e. feedback to clients, managing clients, responding to clients, attend to queries timeouslyEngage in a professional manner whether it be verbal or face to faceHave the ability to communicate via different communication channelsEnsure that the brand or image of SEB is always maintained by adhering to the values (in keeping in line with the KPI and values of the company)Be a strong team playerHave both both industry knowledge and experienceEnsure that the role is carried out with the relevant accuracy, attention to detail and following instructions.Ensure that judgement and attention to detail is applied to the roleEnsure that the role is completed within required deadlines and should have the ability to organize, plan, set goals and deliver accordingly.Strong interpersonal skills as cross team collaboration is required.Have the ability to innovate in the roleQuality of work should be thoroughConscious of the abuse of company resources
PEOPLE MANAGEMENT
Implement the culture transformation programme that will enable the delivery of Salt’s strategic intent and identified ideal behaviours to improve employee engagement and reduce employee turnover.
RESPONSIBILITIES
Areas of Responsibilities
Timeous Reponses to Queries
Identify the source of the complaint by identifying all parties to a complaint, and direct that the relevant information be sought from all partiesAccurate query response within the stipulated timelinesHave good problem solving capabilities
Record Keeping/Filing
Record/track complaints and determinations received from the PFA, FSCA and other sourcesHave a systematic filing system for all complaints, queries, responses and determinations issued by the PFA and other relevant Authorities
Reporting
Controlling the outcome of PFA determinations issued and ensuring adherenceProvide a weekly report/update of all complaints to ...
https://protool.gumtree.co.za/external-link-browser.html?url=aHR0cHM6Ly93d3cuZGl0dG8uam9icy9qb2IvZ3VtdHJlZS8xMjUyMDUwODI0P3NvdXJjZT1ndW10cmVl&jid=375292&xid=1252050824
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2d
Johannesburg CBD1
SALT EB is seeking to appoint a candidate who is results-driven, passionate about service delivery and thrives under pressure to lead, manage and control the activities of the administrator’s complaints and queries resolution unit within the Legal Risk & Compliance Department.
RESPONSIBILITIES
Oversee and manage the administrators’ complaints and queries unit within the Department;Oversee and manage the administrators’ reconstruction and determination unit within the Department;Handle all complaints and enquiries referred to the Department;Manage the processes of referral of matters to internal and external stakeholders;Ensure timeous filing of responses on behalf of funds administered by SALT EB in accordance with the SLA’s;Enhancement of the complaints management process flow;Attend to administrative and managerial responsibilities of the team as directed by the Head of Department;Prepare monthly, quarterly and annual reports on matters handled by the Unit;
RECORD KEEPING AND FILING
Ensure all documentation relating to umbrella funds are saved in the member profile on the systemEnsure appropriate notes are recorded in the member profile on the systemFull fund administration system filing
REPORTING
Prepare, analyse and present ad hoc reports as and when requestedOversee and manage the administrators’ complaints and queries unit within the Department;Oversee and manage the administrators’ reconstruction and determination unit within the Department;Handle all complaints and enquiries referred to the Department;Manage the processes of referral of matters to internal and external stakeholders;Ensure timeous filing of responses on behalf of funds administered by SALT EB in accordance with the SLA’s;Enhancement of the complaints management process flow;Attend to administrative and managerial responsibilities of the team as directed by the Head of Department;Prepare monthly, quarterly and annual reports on matters handled by the Unit;
RECORD KEEPING AND FILING
Ensure all documentation relating to umbrella funds are saved in the member profile on the systemEnsure appropriate notes are recorded in the member profile on the systemFull fund administration system filing
REPORTING
Prepare, analyse and present ad hoc reports as and when requested
QUERY RESOLUTION
Attend to queries or inquiries by members within the required timelinesProvide assistance to Employers or service providers where necessary
INNOVATIVE & TEAM PLAYER
Be able to work independently with minimal supervisionAbide by audit findings as directed by the Head of Administration o...
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2d
Johannesburg CBD1
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PURPOSE OF THE ROLE
To receive and perform quality assurance on documents and assessment of claims for legitimacy based on the specialized requirements of the role.To initiate all new claims received on the operating system used by Salt Employee BenefitsTo follow up on behalf of members on all outstanding claim paymentsTo deal with member queries and advise members on fund benefit structure and benefitsTo act as a liaison between the members of the Fund and Fund’s other service providers (funeral benefit administrator, Section 37C Investigators, Trust Fund Administrators, Tracers) in receiving claims and ensuring that they are processed timeously.
Walk in Members
Receive members and help them with submission of claim.
First ensure that the member is a member of the FundEnsure that the member is not still employed in the industryCheck that the contributions are up to dateCheck that all claim documents are available:
Claim documents are completed, signed and stamped by both employer and memberCopy of ID is available and clearCopy of bank statement is available and clearValid Tax number for the member
Advise member if there are any discrepancies regarding the membership or any of the above.Help member to understand what the member needs to do.
Attend to members and beneficiaries who are submitting and following up on their claims (withdrawal, funeral, disability, death, unclaimed benefits, retirement, trust fund)
Ensure that the member’s claim has the necessary documentation and attachments according to type of claim.Escalate claims that are outside the service level agreement.
Advise members who come to enquire about their membership on their statusWhere a member has shown proof that they were employed and the employer has not paid, refer to the relevant CLO/MCLO for further investigation.Provide members with benefit statements, contribution history and quotations where available.Educate members on benefits of the fund and process.Provide a daily report to the manager for consideration and review.
Reporting and Admin
Submit daily and weekly reports.All claims and documents to be uploaded and indexed on Everest/EPIC system used by Salt.
Relationship Management
Strictly adhere to the rules and policies of the Fund, legislation, administration procedures and service level agreements.Maintain and improve quality results by adhering to standards and guidelines; recommend improved procedures.Attend internal and external training required.
Time Management
Excellent time ma...
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2d
Johannesburg CBD1
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To manage company wide-risks and track compliance status considering the changes in the regulatory landscape for retirement funds and benefit administrators introduced by the Financial Sector Conduct Regulatory Act (FSCA); and To embed and promote a compliance culture within SALT EB business units to enhance corporate governance and to ensure that standard operating procedures in all business units are robust and meets SLA obligations with clients.
KEY PERFORMANCE AREAS
Identifying, analysing and mitigating of company-wide risks applicable to the retirement funds and benefit administratorsDeveloping the regulatory universe and the risk-based compliance plans for SALT EB business units for approval by the executive managementProvide compliance and regulatory training and/or guidance and general assistance to all business unitsEnsure all business units and employees remain informed of regulatory, legislative and best practice changes and their obligations under the FSRAEstablishing and co-ordinating the internal risk committee with risk and compliance champions from all business unitsProvide guidance and support to risk and compliance champions in proactively identifying risks within the business units and mitigating them timeouslyResolving issues of non-compliance efficiently and effectively identified in the business unitsBusiness Continuity Management including the review, update and tracking of Business Continuity Plan for the organisationDeveloping and reviewing Risk and Compliance Manuals for SALT EBDeveloping compliance monitoring plans and tools to track both organisation and respective departments’ complianceManaging and monitoring Ethical Compliance of SALT EB including whistle-blowing mechanism and staff ethics trainingBBB EE ComplianceMonitoring SALT EB’s adherence to SLA agreements by consolidating information from different departments that feed into the reporting on performance information to SALT EB’s board and executive managementReporting on legislation, compliance, risks, plan progress and all instances of non- compliance and corrective action to the SALT EB’s board and executive managementManagement of representatives for Salt EB and the register with FSCA.Managing Moonstone – our compliance provider.
RECORD KEEPING AND FILING
Ensure all documentation relating to umbrella funds are saved in the member profile on the systemEnsure appropriate notes are recorded in the member profile on the systemFull fund administration system filing
REPORTING
Prepare, analyse and present ad hoc reports as and when requested
QUERY RESOLUTION
Attend to queries or inquiries by members within the required timeli...
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2d
Johannesburg CBD1
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Purpose of role:
The incumbent must have the ability to investigate and apply expertise to data with an intended objective to deliver on the specific area of expertise. Further have the ability to analyze data and extract trends to ensure improvement of processes and or customer satisfaction. This could be in the form of innovative ideas as well as the task of compiling reports.Engage and list to current challenges in the team/business and use expertise to Trouble shoot issues in order to provide workable solutions. The ability to tackle a Problem with the intent of using expertise/capability and or experience to resolve speedily. Perform quality assurance based on the specialized requirements of the role. Should be able to ensure strong stake holder management ito Communication i.e. feedback to clients, managing clients, responding to clients, attend to queries timeously.
Areas of Responsibilities
Timeous Reponses to Queries.Identify the source of the complaint by identifying all parties to a complaint, and direct that the relevant information be sought from all parties.Accurate query response within the stipulated timelines.Have good problem solving capabilities.Record Keeping/Filing.Record/track complaints and determinations received from the PFA, FSCA and other sources.Have a systematic filing system for all complaints, queries, responses and determinations issued by the PFA and other relevant Authorities.
Investigation of Pension Funds Adjudicator (PFA) complaints.
Ensure that responses to PFA and other stakeholders are of high-quality standard, furthermore, to ensure that supporting documents relate the drafted response.Attend to PFA queries relating to responses/Attorney and member queries.Ensure that all the matters are attended to timeously and deliver high quality work.
Reporting
Controlling the outcome of PFA determinations issued and ensuring adherence.Provide a weekly report/update of all complaints to Management.Provide monthly reports for the relevant stakeholders.Be able to deal with Board of Trustees and other stakeholder enquiries.Time and Quality Management.Meet production standards in terms of quality and quantity.Ensure written and verbal communication (internally and externally) is dealt with professionally and within the agreed service level agreements.
Record keeping:
Recording of new complaints and determinations for reporting purposes to EXCO and relevant stakeholders.
Qualification:
Relevant LLB, BCom, or Bachelor’s DegreeEB experiencePension Law experience
Role Expectation:https://protool.gumtree.co.za/external-link-browser.html?url=aHR0cHM6Ly93d3cuZGl0dG8uam9icy9qb2IvZ3VtdHJlZS8yNDA4ODE3NzE4P3NvdXJjZT1ndW10cmVl&jid=1711403&xid=2408817718
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2d
Johannesburg CBD1
PURPOSE OF ROLE
The ability to investigate and apply expertise to data with an intended objective to deliver on the specific area of expertise.The ability to Analyze data and extract trends to ensure improvement of processes and or customer satisfaction. This could be in the form of innovative ideas as well as the task of compiling reports.Engage and list to current challenges in the team/business and use expertise to Trouble shoot issues in order to provide workable solutionsThe ability to tackle a Problem with the intent of using expertise/capability and or experience to resolve speedilyPerform quality assurance based on the specialized requirements of the role.Should be able to ensure strong stake holder management ito Communication ie. feedback to clients, managing clients, responding to clients, attend to queries timeouslyEngage in a professional manner whether it be verbal or face to faceHave the ability to communicate via different communication channelsEnsure that the brand or image of SEB is always maintained by adhering to the values (in keeping in line with the KPI and values of the company)Be a strong team playerHave both industry knowledge and experienceEnsure that the role is carried out with the relevant accuracy, attention to detail and following instructions.Ensure that judgement and attention to detail is applied to the roleEnsure that the role is completed within required deadlines and should have the ability to organize, plan, set goals and deliver accordingly.Strong interpersonal skills as cross team collaboration is required.Have the ability to innovate in the roleQuality of work should be thoroughConscious of the abuse of company resourcesEnd to end Implementation process of all new business and system support on various levels.
RESPONSIBILITIES
Analyses fund rules, policies and mandates and summarize in a fund setup documentPerform set up for new businessPerform data analysis, uploads and reconciliationIndependently attend meetings with Trustees, previous administrators and employersPerform administration process training to new clientsPerform system testing on new functionalityWrite test cases for new functionalityWrite business specification for system enhancement and developmentsResolve first tier system related tickets logged by the business within business standardsEscalate and manage second and third tier system related tickets to applicable vendorsInternal system trainingMaintain application logical access control as defined by business policyPerform logical access control audits at a frequency defined by business policy.Monitoring d...
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2d
Johannesburg CBD1
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The primary purpose of the role is to Prospect new business clients. This will be for direct business and broker business. Further it is expected that the incumbent will present the company to potential clients (direct business or broker business).
Responsibilities:
Building and developing new business introductions and relationships.Opportunities need to be recognised and developed to the advantage of the organisation.Develop engagement strategies. These strategies need to be documented and followed – up by regular meetings and communication. Feedback needs to be given to all relevant departments within the organisation to provide answers or follow-ups.Finalise new fund or review documents and sign proposals.Submit abovementioned documents to the relevant departments within the organisation for them to be able to execute implementation.Achievement of approved targets. Targets will be set as agreed and monitored.Request risk quotations from different service providers and establish SLA’s with the providers. This must be done accurately and within the necessary SLA as agreed.Follow-up and liaise with different risk providers regarding outstanding quotations. The SLA must be used as guideline to secure that risk providers act within certain periods.Compile cost comparisons for clients regarding different risk providers and benefits. These comparisons must be of such a standard that it can be presented to the client to make an informed decision.Complete proposal document and member summary for SALT UMBRELLA FUNDS within 48 hours after receiving all the necessary information. Any queries regarding outstanding requirements should be dealt with in 24 hours after receiving information.Ensure the attendance list is completed and filed according to the FAIS requirements and that the parties meet all FAIS requirements.Manage team members diaries and arrangement of travelling logisticsAttendance of industry events and networking sessions, as approved by the executivesIntroduce client relations consultant to client. Explain process to client and define the different roles each individual plays within managing the fund.Member presentations with client relations consultant. This should took place at least annually but preferable bi-annually with each client.Follow up with client relations consultant regarding finalisation of member booklets and any outstanding issues relating to any funds under administration.Establish relationships with all major unions and representatives and present company’s products and services. Provide written feedback to management regarding the progressParticipate in work forums created by the employer such as Occupational Health and Safety and Employment Equity
New Business Acquisition
...
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2d
Johannesburg CBD1
SavedSave
PURPOSE OF ROLE
A Social Media Administrator will be responsible for ensuring that all Social Media enquiries and queries are responded to and addressed timeously and accurately within the stipulated time frames. Should take a proactive role in learning about the client’s business needs and company culture and provide a high level of service.
RESPONSIBILITIES
Ensure that all enquires are acknowledge upon receipt with 24 working hoursEnsure that all Google Business Account queries and enquires are responded to timeouslyTo ensure that all queries are properly channeled to back office and that member is kept up to date on the progress of the queryTo manage that where enquiry is not clear a telephonic engagement is made with member to ascertain purpose of the queryTo act as a liaison between the members of the Fund and Fund’s other service providers (funeral benefit administrator, Section 37C Investigators, Trust Fund Administrators, Tracers) in receiving claims queries, escalations and ensuring that they are processed timeouslyIdentify the source of the query by identifying all parties to a complaint, and ensure that the relevant information be sought from all parties.Accurate query response within the stipulated timelines.Have good problem solving capabilitiesControl the outcome of the queries and ensure it is resolved.Be able to deal with the Board of Trustees and other stakeholder queries.Deal with day to day member queries telephonic and via emailsProvide a weekly report/update of all complaints and queries to ManagementProvide monthly reports for the relevant stakeholders
REPORTING AND ADMIN
Submit daily and weekly reports including any ad-hoc reports as and when required by business
RELATIONSHIP MANAGEMENT
Strictly adhere to the rules and policies of the Fund, legislation, administration procedures and service level agreements.Maintain and improve quality results by adhering to standards and guidelines; recommend improved procedures.Attend internal and external training required.
TIME MANAGEMENT
Excellent time management.Flexible and ability to work under pressure and multitask.
COMPETENCIES REQUIRED
MatricCommunication (Written and Verbal)English (Business writing and email etiquette)Stakeholder management (CRM)Industry knowledge and at least 2 years Industry experienceAccuracy and attention to detailJudgement and Decision MakingWorking under pressure And Deadline drivenOrganizational skills / Planning and prioritizingInterpersonal skillsSettings goals
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2d
Johannesburg CBD1
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SEB is looking for a Case Officer for a period of 12 months who will be in the Case Management Unit is to perform administration functions to facilitate the early resolution of member complaints filed by the OPFA. The incumbent will be responsible of managing all incoming complaints and queries, assess completeness of information on the complaint form, inform the complainants of their fund’s complaints management policy, escalate urgent complaints to line manager upon request, resolve administrative complaints directly with the complainant or make contact with third parties to obtain outstanding information. The Case Officer must also keep track of the turnaround time of all new complaints and queries received by the administrator. The Case Officer will also be required to maintain accurate records of all new complaints and generate statistical reports from the RESPOND system. The Case Officer will also perform other administrative functions in the department as required.
Areas of Responsibilities
Ensure that the information in the complaint form is accurate and complete.Identify the issues of complaint and facilitate early resolution.Escalate urgent complaints to the line manager for priority resolution.File responses in respect of administrative complaints with the OPFA.Obtain outstanding information from the member or employer in order to resolve or settle the complaint.Redirect invalid or out of jurisdiction complaints to the relevant parties or entities.Transfer complaints to internal parties for resolution and maintain records.Maintain and update filing systems, databases, and spreadsheets.Request confirmation of settlement from the parties if complaint is resolved.Maintain record of all files allocated by line manager.Maintain all correspondence relating to the complaint together including telephone calls, emails,etc.Record all closed files on the SEB respond system.Submit weekly and monthly reports in respective of allocated work to the line Manager.
Key Competencies:
Computer LiteracyListening skills (Verbal and written)Self-MotivatedPlanning & OrganisingResilienceAbility to analyse, interpret and solve problemsGood writing skills with the ability to express complex conceptsAbility to make investigative decisions in the resolution of complaints
Qualifications & Experience:
LLBPension Law Certificate (added advantage)3 years’ experience in the administrative function.Previous work experience in the Benefit Administrators/Legal sector (Added advantage)Good knowledge of Microsoft Outlook, Word and Excel.Excellent numerical skills with attention to detail and ...
https://protool.gumtree.co.za/external-link-browser.html?url=aHR0cHM6Ly93d3cuZGl0dG8uam9icy9qb2IvZ3VtdHJlZS8yODM3MDg0Njk5P3NvdXJjZT1ndW10cmVl&jid=1491212&xid=2837084699
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2d
Johannesburg CBDSuccessfully Added to List
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