Senior Administration Specialist
Old mutual
Total years of experience :9 years, 11 Months
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Provides telephonic
counselling to Annuitants
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Provide marketing,
information and support to
individuals regarding
retirement planning
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Managing exit process from
retirement funds and reinvesting into OM.
•
Generate Annuity Quotes
(Fund Select and Max Income)
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Generate Annuity income
strategy reports (AIS)
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Provide Fund Factsheets
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Responsible for retention of
existing business
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Effective problem solving and
root cause analysis involvement.
Liaising with tracing agencies
in order to trace the deceased
families
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Preparing (Section 37C) cases
and submitting the info to the
assessor for further review
•
Thereafter case to be
adjudicated in the weekly
trustee meeting
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Understands the importance of
servicing requirements and
expectations required
Processing payrolls, checking if
monthly bills correspond to
data loaded from employer
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Payroll enquiries checking if
monthly bills received is within
tolerance, if not obtain
confirmation iro excess monies
•
Processing of Member
elections, Member switches
and Package changes
•
meet performance targets case
related
Review Claim documents
received initiate disinvestment
•
Updating member salaries, Address, liens and Tax details.
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Prepare claim for Tax and
loading directives to AWD
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Draft ROT and transfer benefit
to receiving fund (Subject to
member option)
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Payment to member Account
and Tax to SARS
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Checking in with claims
department on claim progress
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Submitting E claims online
which initiate claim tranche
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Generating reports claims
report and providing feedback
to various brokers, employers
•
Payroll enquiries checking with
data department on monthly
bills and rectifying errors
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Assisting with Special projects
i.e. member benefit
statements (Hudaco)
•
Meeting various dept (CC,
Claims, Data Finance and Gap)
in order to setup a process for
top clients and brokers
•
Engaging members at various
levels