Annuity & Client Service Specialist

Momentum; Cape Town; On-site; ZAR 180,000 - 240,000; Full time

Job summary

Momentum is seeking an organized administrator to support annuity operations and client service. The role involves processing pension payments, reconciliations, and responding to member enquiries with accuracy and timeliness.

Ideal candidates will have Matric or NQF level 4, at least 2 years in client service administration, and proficient Excel skills. Knowledge of medical aid or pension funds is advantageous, as is experience in employee benefits.

Qualifications

• Matric or NQF level 4.
• 2 years administration experience in a client service environment.
• Proficient in Excel.
• Knowledge of medical aid and/or pension funds will be an advantage.
• Employee Benefits experience will be an advantage.

Responsibilities

• Administration of Annuity business including monthly pension payments and death claims.
• Send monthly pay slips, annual tax certificates and increase letters to members on time.
• Load new member information and amend existing records in the system.
• Ensure monthly pay run balances are submitted for checking and approval.
• Complete monthly medical aid reconciliations and balance monthly billing from the medical aid.
• Resolve client queries within agreed turnaround times to ensure satisfaction.
• Adhere to policies and procedures and mitigate risks.
• Keep monthly registers up to date and action follow-ups.
• Maintain a call centre service factor above 95% by providing efficient service.
• Process admin fees within agreed turnaround time.
• Take ownership of all client service requests and resolve promptly.
• Provide required information and documentation as per guidelines.
• File and maintain documentation for easy access by the team.
• Complete all administrative and reporting requirements within SLA.

Skills

Excel proficiency

Client service

Administration

Education

Matric or NQF level 4

Job description

Momentum is seeking an organized administrator to support annuity operations and client service. The role involves processing pension payments, reconciliations, and responding to member enquiries with accuracy and timeliness.

Ideal candidates will have Matric or NQF level 4, at least 2 years in client service administration, and proficient Excel skills. Knowledge of medical aid or pension funds is advantageous, as is experience in employee benefits.