SUMMARY:
We are seeking motivated and empathetic Unclaimed Benefits Consultants to support beneficiaries in the private and public sector who may have outstanding or unclaimed financial benefits linked to policies, funds, or schemes.
The role involves inbound and outbound client engagement, assisting beneficiaries in understanding their entitlement, conducting verification processes, and guiding them through the required documentation and claims procedures in accordance with fund rules and regulatory requirements.
This role requires a professional who can combine customer service excellence, compliance awareness, and strong communication skills to help clients access benefits that rightfully belong to them.
This is a 3-month project offering a basic salary of R8 500 – R10 000, along with a commission structure.
Based in Observatory, Cape Town.
POSITION INFO:
Minimum Requirements:
- 1 – 2 years Contact Centre experience (essential)
- Minimum 6 months experience in Debt Collection
- 6 months experience in Customer Service environments
- Strong telephone communication and client engagement skills
- Ability to work within structured KPI and QA environments
- Comfortable handling sensitive client information
Language Requirements:Candidates must be multilingual, with the ability to speak at least three or more South African languages. Examples include:
- English
- isiZulu
- isiXhosa
- Afrikaans
- Sesotho
- Setswana
- Sepedi
Key Responsibilities:- Conduct outbound and inbound calls to beneficiaries regarding unclaimed benefits linked to policies or funds.
- Clearly explain the nature of the benefit and the claims process to beneficiaries.
- Perform identity verification and beneficiary checks in line with the applicable fund rules and compliance requirements.
- Assist clients in understanding and completing the required documentation to initiate claims.
- Guide beneficiaries through the next steps required to process claims successfully.
- Manage a portfolio of beneficiary cases and ensure accurate record keeping and updates.
- Meet daily and monthly performance targets, including:
- Call targets
- Case management targets
- Quality assurance (QA) standards
- Compliance standards
- Provide professional customer support and query resolution.
- Participate in face-to-face meetings with clients or stakeholders when required.
- Maintain strict adherence to data protection, confidentiality, and compliance standards.
- Work collaboratively with internal teams to resolve complex beneficiary cases.
Key Competencies:- Strong communication and interpersonal skills
- High level of empathy and client care
- Ability to explain complex processes in simple terms
- Attention to detail and strong verification accuracy
- Professional telephone etiquette
- Ability to work under performance-driven environments
- Strong problem-solving ability
- Ethical conduct and confidentiality awareness
Advantageous Experience:- Experience dealing with financial services, pensions, insurance, or benefits administration
- Knowledge of claims processes or beneficiary verification
- Experience in regulated contact centre environments
What We Offer:- Competitive basic salary
- Performance-based commission structure
- Structured work environment
- Opportunity to work in a role that helps beneficiaries access funds that rightfully belong to them
- Exposure to the financial services and benefits administration sector
NB! This job is now closed. You can apply for other jobs by uploading your CV.
