Providing exiting employees, who are Fund members, with Retirement Options Counselling and information upon request
Calculation and distribution of Retirement Projections upon member request
Engage members reaching normal and planned Retirement age to initiate the process
Maintaining an audit trail of all interactions with members using the relevant systems and processes
Providing employees or dependents with the necessary Funeral claim documentation and prompt process of the Funeral Claim upon receipt of the necessary documentation and information
Ensuring prompt and regular follow ups on all claims with the relevant stakeholders in order to ensure seamless claims process
Collation, vetting and retention of all the supporting documentation on the members' record
Ensure timeous correspondence with the relevant member within SLA.
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