Experience

Sanlam Private Wealth

• South Africa
• Financial Services
• 200 - 300 Employee

• Death Claim Specailist

  • Apr 2015 - Present

  Section 37C Specialist - Transfer from Contributions to Death ClaimsKey responsibilities• Day to day administration of the death benefits• Capture all information on payment advice for processing• Liaise with SGR and Channel Life and other Insurers to claim the group life benefit• Make sure payment is received from the Insurer• Liaise with beneficiaries, HR and brokers for documentation before completing death resolution.• Liaise with social workers for reports.• Liaise with legal with regards to divorce orders• Ensure all documentation is attached before closing the incident• Monitor the dashboard and progress report daily for incidents to be processed• Ensure all processing is done within SLA• Ensure all documentation are accurate and complete when sending it through for processing and is attached to the C flow(work flow) incident.• Ensure all ad hoc requests (advances) are attended to• Handle all client enquiries in a professional manner• Manage relationships with internal departments and resolve and route queries effectively.• Complete death resolutions • Keep minutes of 37C meeting• Attend Trustee meeting and do presentation• Write letters to beneficiaries regarding the death distribution as per 37C decision Show less

• Contribution Specailist

  • Apr 2013 - Apr 2015

  Contributions Section - Key responsibilities• Send pre-bills and compile debit order files for a portfolio of clients• Print and check bank statements of funds, Ensure payroll schedules are archived on C-flow • Query outstanding information with the employer• Dis-invest the negative contributions manually• Enter new members on the fund and ensure beneficiaries are loaded • Ensure new entrant portfolios choices are correct• Perform monthly annuity run on living annuity funds• Ensure 0101 account cleared after the receipting• Complete manual electronic payment advises for risk and administration expenses within SLA and authorizing risk and administration payments • Reconcile direct external trades to the direct external report and ensure the trade is paid over to the asset manager, Review other specialists month ends• Ensure that the insurer is notified of members which exceed the proof free limit on a monthly basis• Ensure Section13A (Late Penalty Interest) letters are correct and sent in the time frame stipulated• Send all new member certificates to new members on a fund• Compile provisional and manual trades, Manual transactions and approval • Calculate and perform event runs for asset base fees and ad-hoc fees recovery• Ensure all documentation are accurately completed and attached to C-Flow before closing the incident, Attend to ad hoc requests, Handle all internal and external enquiries• Resolve and route queries where necessary, Complete reporting and assist with testing Show less



electrothread

• 1 - 100 Employee

• Production Administrator

  • May 2012 - Mar 2013

  •.Update and process various documents and electronic information. •Create financial and statistical tools and reports using spread sheets. •Manage, organize, and update relevant data using database applications. •Invoicing and update new orders on daily basis •Assisting Finance department with various function in order to retrieve payments from clients •Communicate and provide information by relevant methods internally and externally to assist and enable organizational operations and effective service to connecting groups. •Analyze and interpret financial statistics and other data and produce relevant reports. •Interpret instructions and issues arising, and then implement actions according to administrative policies and procedures. •Arrange and participate in meetings, conferences, and project team activities Show less



Electronic Toll Collection (Pty) Ltd

• Truck Transportation
• 100 - 200 Employee

• VPC Representation Administrator

  • Oct 2011 - Apr 2012

  •Identify areas of cost saving. •Ensure delivery on respective KPI’s •Execute and maintain a high level of quality standards and accuracy •Record a request for representation, verify the information and assess on accordance with entity requirements and initiating acknowledgement and success of the request. •Validate, verify and capture the information stated on application. •Ensure all pools are completed daily at high quality standards. •Review application and make decisions to “write off” or accept application. •Manage SLA’s and meet/exceed client’s expectations. •Ensure accuracy; turnaround time when handling queries. •Escalate potential concerns and issues which have an impact on operational cost. Show less



Bathabile Holdings

• Reconciliation Clerk to Contributions Supervisor

  • Sep 2007 - Dec 2010

  Reconciling bank statements, debtors and dealing with financial queries received from various providers and members of the scheme to month end reports • Reconciling all contributions received from various employer group and members of the scheme. • Retrieving and update age analysis report monthly • Perform various month-end Task in order to meet specific deadlines • Importing payment and submit weekly payments to members on Bank Business Online • Importing monthly cheques on Pastel and journalising all transaction • Prepare various financial reports in order to accurately reflect Scheme’s financial stats • Prepare and submit weekly payments to different members and providers • Submitting weekly payment runs for different Medical Aid Schemes • Maintain and updates member reconciliations • Approve and submit credit refunds to members • Updating suspensions and terminations • Changing of bank details/income categories and collections as outstanding debts • Ensuring that data of new members are correct on system and liaising with other departments • Drafting letters to members for outstanding arrears •Ad Hoc duties (Assistant Scheme Accountant) Show less