Call Center Agent - Death Benefits

The Focus Group; Sandton; On-site; ZAR 89,000 - 167,000; Full time

Benefits offered by this job

On-site in Sandton

Competitive salary

Professional environment

Job summary

The Focus Group in Sandton is hiring a Call Center Agent to support death benefit claims administration under Section 37C of the Pension Funds Act. You will contact beneficiaries by phone, email and in person, gather documentation, and keep thorough records with high confidentiality.

Candidates should have Matric with Maths, English and Afrikaans, fluency in both languages, 1–2 years in financial services, and solid MS Office skills. On-site role with a competitive salary.

Qualifications

• Matric with Maths, English, Afrikaans.
• Fluent in Afrikaans and English.
• 1–2 years’ experience in financial services, Section 37C knowledge helpful.
• Strong written and verbal communication.
• Proficiency in Microsoft Office (Word, Excel).
• Excellent investigation, tracing and record-keeping abilities.

Responsibilities

• Communicate with beneficiaries by telephone, email and face-to-face.
• Trace and identify potential beneficiaries for claims.
• Gather and verify documentation from beneficiaries, employers and clients.
• Maintain records and provide feedback to stakeholders.
• Deliver allocation recommendations in line with legislation.
• Meet monthly targets with professionalism and service excellence.
• Ensure processes comply with POPIA privacy parameters.

Skills

Afrikaans

English

Communication skills

Investigation

Organizational skills

Time management

Education

Matric with Maths, English & Afrikaans

Tools

Microsoft Office (Word, Excel)

Job description

Join a dynamic team dedicated to making a meaningful difference in the lives of beneficiaries. Our client, a reputable player in the financial services industry, is seeking a committed Call Center Agent to support the administration and investigation of death benefit claims, ensuring compliance with Section 37C of the Pension Funds Act.

What You'll Do:

• Communicate effectively with beneficiaries via telephone, email, and face-to-face interactions.
• Trace and identify potential beneficiaries to ensure accurate and timely claims processing.
• Gather and verify necessary documentation from beneficiaries, employers, and clients.
• Maintain comprehensive records and provide regular feedback to stakeholders.
• Deliver legally sound allocation recommendations in line with relevant legislation.
• Meet monthly targets and uphold the highest standards of professionalism and service excellence.
• Ensure all processes adhere to POPIA privacy parameters.

Requirements:

• Matric qualification with Maths, English, Afrikaans, and preferably one local African language.
• Fluency in both Afrikaans and English.
• 1 to 2 years’ experience within the Financial Services industry, ideally with knowledge of Section 37C of the Pension Funds Act.
• Strong written and verbal communication skills.
• Proficiency in Microsoft Office (Word, Excel).
• Excellent investigation, tracing, and record-keeping abilities.
• Strong organizational and time management skills.
• High integrity and confidentiality standards.
• Ability to work independently and under pressure.

Nice to Have:

• Experience in Long-Term Insurance, Life Insurance, or Death Benefits claims.
• Knowledge of investigative procedures within pension fund processes.

What We'll Give You:

• Competitive salary range of R8,000 to R15,000 per month (Market-related, negotiable).
• The opportunity to work on-site in Sandton within a supportive, professional environment.
• The chance to contribute to a vital aspect of financial security for beneficiaries.