Job Title

Death Claims Specialist

South Africa, Western Cape
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Market Related
Area: South Africa, Western Cape
Sector: Financial Services
Posted: 16 February 2024

Job Details

What will you do?

Responsible for entire handling of death claims in terms of collection of all appropriate information, liaison, assessment, administration and the finalisation process. 

  • Record adjustments (e.g. asset in estate).
  • Requesting information regarding outstanding requirements.
  • Recommendations regarding claim decisions (legality of claim, premium position, fraud and distribution of Fund proceeds) to team leader and make own recommendations. 
  • Preparation of Fund cases for Forum decision.
  • Preparation of a finalised claim (payment and decline).
  • Communicating decisions regarding the distribution of Fund proceeds. 
  • Handling claimant enquiries.
  • Administration of death claim proceeds for reinvestment (Sanlam New Business and other companies).
  • Compiling summaries for Legal Department where legal input required.
  • Requesting information and/or calculations from Actuarial, Policy Renewals and Policy Instalments.
  • Recommend allocations regarding Fund death benefit distributions by (1) trace & identify dependants (2) equitable distribution among them (3) determine mode of payment and if payable to trust/guardian or direct to dependant.
  • Draft summary for Section 37C Subcommittee of the Board of Trustees when disagreements/complaints received. Summarise final decisions to provide to the Board of Trustees.  
  • Draft letters when referring dependants/complainant to the Pension Fund Adjudicator.


  • Grade 12 (with Mathematics/Accounting)
  • 3 years Degree/ Diploma will be advantageous

 Experience / Knowledge

  • 2-3 years Death Claims administration and assessment in the Life Assurance Industry.
  • Distribution of Death benefits in terms of Sec 37C of the Pension Funds Act.
  • Knowledge of death claims process.
  • Managing and setting up emails.
  • Fund Legislation.
  • Product knowledge (individual life policies).
  • Claims policy knowledge.
  • Financials enquiries.

Personal qualities

  • Flexibility and adaptability
  • Problem solving
  • Influencing/Gaining commitment
  • Communication Skills (written and verbal)
  • Planning and organising

Sanlam Core Competencies

  • Cultivates innovation
  • Client focus
  • Drives results
  • Collaborates
  • Flexibility and adaptability