Operations Manager - Orchard Insurance
(2022-01 - 2025-02)
Employed by Orchard Insurance as an Operations Manager.
- Hands on and oversight of day-to-day Insurance operations
- Monthly Debtors collection overview
- Support new business development
- Liaise with outsourced insurance system providers
- Underwriting and Risk Management
- Authorizing of all claims
- Processing of FSRA quarterly returns
- Oversight on Compliance matters
- Processing of Broker and Agents commission
- Managing the companies risks by tracking loss ratios
- Maintaining relationships with our key clients and Brokers
- Attend to Exco meetings and present the company's Operations
Senior Fund Administrator - Swaziland Employee Benefit Consultants [Tibiyo Insurance Group]
(2018-10 - 2021-12)
Worked for the largest private providers of retirement fund administration and consulting services, administering Umbrella Retirement Funds which is by far Eswatini's largest Umbrella Retirement Fund as a Senior Fund Administrator.
- Checking and authorizing of all claims to be paid
- Attending to actuarial queries
- Action member switches when moving from one portfolio to another
- Maintain member data
- Attend to client queries
- Investigation and allocation of deposits
- Monthly, quarterly, and annual reporting
- Making sure that Funds comply with the Retirement Fund's Act of 2005 and to liaise with The Officers at the Office of the Registrar
Fund Administrator - Swaziland Employee Benefit Consultants [Tibiyo Insurance Group]
(2014-02 - 2018-09)
- Preparing monthly, quarterly, and annual reports for our clients, auditors and my manager
- Presenting the reports to our clients on quarterly meetings
- Communicating with Auditors when audits for funds need to be done and making sure that member benefits are calculated correctly, in cases of discrepancy I consult with our actuaries for assistance
- Dealing with death benefits that is paying beneficiaries and setting up Beneficiary Trust for all minors through the chosen beneficiary trust service and ensuring that the Group Life Assurance is paid correctly and distributed to their beneficiaries as per the trustee's resolution
- Dealing with disabilities ensuring that all the relevant documents are submitted to insures
- Dealing with Pensioner payroll, making sure that the all the pensioners that are paid in house are paid correctly and on time
- Receiving monthly contribution schedules from the employer (For both DB and DC funds) and updating member benefits and ensuring that all contributions are deducted as per the fund rules
- Advising clients, the benefits of provident and pension funds, explaining the difference between DB and DC funds, how their benefits are being affected by markets, how the tax component work on pension and provident funds and advising clients how best they can invest their money after exiting the fund
- Overseeing claims, that is assisting my current supervisor in checking some of the payments done to clients by our administrators if they are correct. I must check if the correct banking details were used, if the tax directive received is correct, if the members benefit has been calculated correctly and if the payment has been done on time, if not there should be reason in a form of an email
VAT Inspector - Eswatini Revenue Authority
(2012-07 - 2014-01)
- Checking VAT compliance in both small and big companies countrywide
- Checking whether VAT calculations were implemented correctly
- Taking note of customer concerns and complaints
Suspense Accounts Position with Domestic Taxes - Eswatini Revenue Authority
(2012-07 - 2014-01)
- Resolve suspense account queries and ensure correct allocation of transaction
- Prepare, maintain and daily update EFT master file with amounts receipted
- Liaise with revenue treasurer's office, customs, and cash office in the resolution of suspense account cases
Data Cleanser with Domestic Taxes - Eswatini Revenue Authority
(2012-07 - 2014-01)
- Moving taxpayer information from an old income tax database system (entire) to a new database system for SRA known as RMS
- Assessing taxpayer's accounts and trying to identify those with overdue balances with an aim of contacting them and informing them of such
- Filtering out dormant accounts and transferring active accounts to the new SRA system
- Compiling progress report on activities undertaken and submitting them to the relevant supervisor
