Senior Administrator - NBC Holding
(2021-06 - 2015-09)
- Pension and provident funds Administrator
- Contributions administration
- Home loans administration
- Death claims
- Funeral claims
- Retirement claims
- Disability claims
Senior Administrator - Fedsure Employee Benefits
(1990-08 - 2002-05)
- Pension and provident funds Administrator
- Contributions administration
- Home loans administration
- Death claims
- Funeral claims
- Retirement claims
- Disability claims
- Withdrawal claims or exits
- Section 14 transfers
Senior Administrator - Lekana Employee Benefits
(2002-06 - 2003-02)
- Experience with third-party recoveries (a must)
- Strong analytical and problem-solving skills
- Excellent attention to detail and accuracy in claims handling
- Initiative and a proactive approach to resolving challenges
- Strong organizational and time management abilities
- Ability to work under pressure and meet deadlines
- Effective communication and interpersonal skills
- Ability to manage difficult conversations with customers and third parties—good negotiation skills are essential
- A passion for delivering exceptional customer service
Senior Administrator - Momentum life Employee benefits
(2003-05 - 2017-09)
- Claims Processing: Accurately register and process claims, ensuring all required details are captured
- Claim Assessment: Investigate claim validity, assess documentation, and determine outcomes based on contracts, policies, and regulations
- Customer Interaction: Assist clients with claim documents, walk-in queries, and branch-related inquiries while managing incoming calls professionally
- Adjudication & Payment Preparation: Evaluate registered claims and prepare them for liability assessment or recovery
- Third-Party Recoveries: Manage third-party claims and recoveries efficiently
- Compliance & Risk Management: Ensure claims processing aligns with company policies and industry standards
- Problem-Solving & Dispute Resolution: Identify and resolve claim-related issues, including handling disputes and complex cases
- Record-Keeping: Maintain accurate claim records and documentation for audit and compliance purposes
- Time Management: Process claims within set timelines while managing workload effectively
Senior Administrator - NBC Holdings
(2007-09 - 2021-05)
Providing general administrative support to Wealth Adviser
- Assist Adviser with developing good client relationships
- Dealing with client queries and monitor client transactions
- New applications for investments or insurance
- Additional investments
- Withdrawals
- Transfers in and out – Section 14 & 37 or unit transfers
- Fund switches
- Policy terminations
- Ensure all instructions are processed correctly and timeously
- Review transaction confirmations for correctness and request for secondary review from allocated individual
- Ensure clients are kept informed on the status of their request
- Assist with preparation for client meetings
- Send client meeting requests and reminder texts
- Ensure that all client transactions are complete, and their file is up to date with relevant information
- Schedule preparing portfolio/investment reports/reviews
- Prepare client feedback
- Communicate relevant issues to clients and build relationships
- Attend internal team meetings as well as external presentations when required
- Complete new account documentation and set up electronic profiles on Elite
- Maintain all client information on Elite
- Screen adviser's calls and those of other team members, as required
- Deal with client administrative queries and refer advice queries to relevant adviser
- Request information from Astute for updated values, transactions and benefits
- Filing and scanning of documents
- Monthly Elite value and transaction reports
- General office administration
- Supporting colleagues in administration team
- Dealing with suppliers/platforms that we use for our clients
- Keep updated with current legislation and industry products
- Keep updated using Fund Fact sheets of the funds that we make use of
- Build and maintain good relationships with consultants (BDMs, Internal consultants etc)
Contributions Administrator - Salt Employee Benefits
(2017-02 - 2022-08)
Perform all Section 37C related activities which include the complete death claim processing cycle of all death claims, all death related enquiries and complaints.
- Liaise with members, beneficiaries, employers and/or relevant stakeholders in a professional manner in order to obtain and clarify details regarding the claims (both verbal and written)
- Quality assure and review the death claim documentation in order to ensure the documentation is accurate, complete and compliant with relevant legislation
- Liaise with the relevant affiliations in order to resolve issues around incorrect or incomplete documentation
- Prepare investigation report detailing findings together with motivation for the distribution of the benefit for the Trustees to verify and approve at the Death Benefit Disposal Sub-Committee meeting
- Prepare a report on death cases for presentation to Trustees at the Death Benefit Disposal Sub-Committee meeting on a monthly basis
- Report on inflow and outflow of death claims statistics for Fund
- Process payment of death once approved by Trustees within the agreed service levels
- Keep abreast of all requirements in the retirement industry as set out by the FSCA and the relevant legislation
- Process Section 37C claims according to the rules, policies, legislation, administration procedures and the service level agreement
- Provide accurate information to clients in order to ensure that they receive appropriate service
- Build and maintain relationships with internal and external stakeholders
- Deliver on service level agreements agreed between internal and external stakeholders in order to ensure that expectations are managed with beneficiaries
- Make recommendations to improve client service and fair treatment of clients within area of
- Participate and contribute to a culture which builds rewarding relationships, facilitates feedback and provides exceptional client service
- Meet production standards in terms of quantity and quality
- Provide regular reports on the delivery of services against agreed service level agreements and in terms of overall customer targets
- Devote the whole of your time, attention and abilities during working hours to the discharge of your duties with strict accuracy
- Any other duties as determined by the business needs and participate in all organizational events as required
- Work overtime as determined by the business needs and in terms of the company policy
- RECORD KEEPING AND FILING
Premiums Administrator - The Best Funeral Society
(2022-10 - 2023-01)
- Provide support in administrative and operational activities
- Answer calls and manage correspondence
- Organize and maintain files and documents
- Participate in projects and provide
Administration - Missouri Secondary high school
(2023-03 - 2025-03)