Death Claim Specialist - SYGNIA
(2025-09)
- Managed death claim settlements under Section 37(c) of the Insurance Act, ensuring compliance through validation of nominations, legal heirship, and assignments.
- Validating death claim request across all products, Discretion and Retirement Products
- Guiding beneficiaries through the claims process
- Reviewing documentation such as death certificates, beneficiary forms, wills, and IDs, for completeness, authenticity and consistency.
- Verifying eligibility and confirming who is entitled to receive benefits once confirmation is received
- Coordinating payouts for life insurance policies, annuities, retirement plans, or survivor benefits
- Ensuring legal and regulatory compliance with state, federal, and company rules
- Resolving issues like missing beneficiaries, disputes, or incomplete paperwork
- Communicating clearly and sensitively with families, attorneys, brokers and internal teams
- Receive and register death claim notifications
- Explain the claim process, documentation, timelines, and settlement options to nominees, legal heirs and brokers.
- Review submitted documents
- Follow up on pending requirements with brokers or executors telephonically or via email.
- Ensure data privacy, confidentiality, and ethical handling of sensitive information and keep clear and accurate records for all claims.
- Draft clear, compassionate communication for approvals, partial settlements, or rejections.
- Coordinate payout processing after claim approval.
- Verify nominee/legal heir bank details.
- Make sure the correct amounts, including interest and additional benefits, are paid out.
- Communicate settlement details and closure confirmation to beneficiaries.
- Check that the Executor / Executrix has been loaded on the Maters Website
- To do a consumer trace check on the Executor / Executrix personal information
- Verify the bank details for all Estate Late bank accounts to ensure their validity prior to the release of any funds.
- Once all requirements are met and received, a Microsoft Teams Virtual meeting is conducted with the Executor, Executrix, or authorised representative to confirm their identity and ensure direct communication.
- Anti–Money Laundering (AML) checks are carried out on all beneficiaries to ensure funds are paid to legitimate recipients.
Administrator - SYGNIA
(2023-07 - 2025-08)
- Process Retiral request when client retires (1/3 – 2/3) investing and paying out.
- Process preservation (provident or pension) investing or withdrawals.
- Process requirement documents e.g., Recognition of Transfer
- Process pre-Retiral documents when client request
- Apply for tax directives via ITAX before any payments to clients are made.
- Process bank verifications via Nedbank online or telephonically to ensure clients bank accounts are valid.
- Ensure all documents received are valid and meet the standard requirements.
- Contacting intermediaries and clients with regards to client pre-Retiral request i.e. To ensure we apply for the correct Tax Directive
- Assist beyond my role call and be flexible where assistance is needed urgently within the workplace, in the discretionary team I assist with coding if there is a high influx of work.
- General enquiries relating to broker and client enquiries.
- Client Liaison and information management: interpretation, communication, and implementation of finance instructions.
- Manage the financial transactions daily and attend meetings as well as chair meetings in the absence of the manager and report back to the Head of Department.
- Do filing and shredding daily, to ensure good practice by protecting client personal information by adhering to the POPI act.
- Follow up on queries and ensure that the case is closed before moving on to the next case.
- Process Unit Transfer request from SYGNIA to other financial Institutions and internally
- Attend to queries relating to client Section 14 / 50 Transfers via email or telephonically with the broker / receiving fund.
- Attend to client tax queries via email or telephonically with the broker.
- I also did general enquiries generating tax certificates and value statements for brokers and clients.
- I also communicate with clients and brokers telephonically pertaining to enquiries or following up on requirements.
- Load ITA88 penalties as instructed by SARS.
- Process death claims, post-retirement product for Living annuities.
- Provide updates to the Client Relationship Management (CRM) team and assist with queries where required.
- I also process Cessation of Residency claims for international claims on all Pre-Retirement products.
- I process and have a good understanding of ill health, Divorce and Maintenance Order processes.
- Demonstrated working knowledge of Unit Transfers, CFDP transfers and E-Transact processes as part of my daily operational duties
Senior Administrator (Promoted) 01 October 2015 - OLD MUTUAL WEALTH (Fairbairn Capital) Pinelands
(2012-05 - 2023-08)
- Manage the day to day operational duties as Acting Manager in the absence of the manager
- Process Retiral request when client retires (1/3 – 2/3) investing and paying out.
- Process preservation (provident or pension) investing or withdrawals
- Process Retiral in when client wants to invest his retirement money
- Process requirement documents e.g. Recognition of Transfer
- Process Pre-Retiral documents when client request
- Apply for tax directives via ITAX before any payments to clients are made.
- Do bank verifications via Hyphen, Nedbank online or Telephonically to ensure clients bank accounts are valid
- Ensure all documents received are valid and meets the standard requirements
- Knowledge of Galaxy and Investment Frontier product
- Contacting intermediaries and clients with regards to client Pre-Retial request i.e. To ensure we apply for the correct Tax Directive.
- Updating and capturing client information using IBC, Omunet, GCS and doing client search on ITC (Systems used within Old Mutual)
- Assisted beyond my role call in various departments and have been very flexible where assistance was needed urgently with in the work place
- Intermediary and fee changes
- Beneficiary updates and creating work for the Incomes department on AWD
- Galaxy New Business department I assisted with coding
- General enquiries generating tax certificates and value statements for brokers and clients
- Client Liaison and information management: interpretation, communication and implementation of finance instructions
- Manage the financial transactions on a daily basis and
- Supports the manager with the Budget by ensuring that the unit's budget is not over or underspent
- Set up meetings for the unit and takes minutes in meetings
- Attend meetings as well as chair meetings in the absence of the manager and report back to the Head of Department.
- Do filing and shredding on a daily basis
- Follow up on queries and ensure that case is closed before moving on to the next case
Administrative Consultant - OLD MUTUAL WEALTH (Fairbairn Capital) Pinelands
(2012-05 - 2023-08)
- Fairbairn Capital maintenance
- Vast Knowledge of Galaxy and Investment Frontier product
- Main responsibility is to manage the return mail
- Contacting intermediaries and clients with regards to client updates ie: address and contact details
- Updating and capturing client information using IBC, Omunet, GCS and doing client search on ITC
- Assisted beyond my role call in various departments and have been very flexible where assistance was needed urgently within the work place
- Intermediary and fee changes
- Beneficiary updates and creating work for the Incomes department on AWD Galaxy New Business department I assisted with coding
- I also did general enquiries generating tax certificates and value statements for brokers and clients
- I also communicate with clients and brokers telephonically enquiries
- Load ITA88 penalties as instructed by SARS
- Process Unit Transfer request from Old Mutual Wealth to other Financial Institutions
- Deal with queries from the MANCO relating to unit transfer queries
- Process client monthly income request on their retirement living annuities
- Attend to queries relating to client living annuities via email or telephonically with the brokers
- Attend to client tax queries via email or telephonically with the broker
Sales Associate - RUNNING ROOM (Canada)
(2010-03 - 2011-12)
- Collaborate with store manager and staff to accomplish sales goals
- Assess customers' needs using gait analysis
- Research and implement Product Knowledge
- Receive Product
- Clinic Group leader and guest speaker
