Fund Assessor

Duties and Responsibilities

• Receives and logs new social benefit funds applications.
• Ensures all member data on the Company system is correct and valid.
• Validates the application details.
• Ensures that the employee/employer is due for the benefit applied for.
• Assesses applications in accordance to the funds rules and regulations.
• Verifies the payment of the benefit due.

• Transacts and effects payments to the establishment, member or service provided concerned.
• Issue application forms, tax certificates and benefit statements.

• Conducts investigations on queries and complaints and responds to the establishment, member, service provider and party concerned
• Liaises with relevant parties to resolve complaints.

• Provides customer services to members, establishments, service providers and parties via written and / or telephonic communication.

• Ensures service levels and performance in customer administration is maintained in terms of the national Mission, Vision and Statements.
• Filing of all provident fund claims that are not on ready to process status.
• Process provident fund claims that are on ready to process status.

Qualifications

• Matric (standard 10)
• At least 1 year Fund Benefit processing/ assessment experience
• General knowledge of benefit funds
• Customer orientated behavior
• Computer literate – Microsoft package (intermediate level) advantageous

Knowledge/Experience/Skills/Requirement