Fund Assessor

  • Full Time
  • Randburg
  • Apr 30, 2021

Duties and Responsibilities

  • Receives and logs new social benefit funds applications
  • Ensures all member data on 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
  • Finalises all queries and complaints forwarded on by the Customer Service Agents
  • Conducts investigations on queries and complaints and responds to the establishment, member, service provided 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

Knowledge / Experience / Skills / Abilities

  • Verbal and written communication skills
  • Call center experience
  • Ability to build strong effective relationships with all stakeholders, i.e. existing clients and potential clients as well as internal stakeholders, i.e. colleagues and management
  • Must be a good team player and achieve objectives as set out by supervisor
  • Must be meticulous in carrying out tasks/instructions etc
  • Must have good interpersonal and decision making skills
  • Must have attention to detail
  • Above average administration skills required


  • Matric or equivalent
  • At least 1 year Fund Benefit processing/ assessment experience
  • General knowledge of benefit funds
  • Customer orientated behavior
  • Computer literate – Microsoft, Outlook and Excel package (intermediate level)
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