Deaths Claims Specialist

1 week ago

Cape Town, South Africa Palesa Mbali Group Full time

Job DescriptionThe successful candidate will be responsible for the accurate, diligent, and timely processing of instructions related to Estate Late accounts. This includes officiating payments to beneficiaries and estate bank accounts, facilitating transfers to investment products such as Life Inflows, Discretionary Unit Trusts, and Offshore portfolios. The role also involves servicing stakeholders such as beneficiaries, executors, and financial advisers by sending payment confirmations and addressing related queries.A strong emphasis will be placed on applying product, technical, and business knowledge to manage cases effectively, exercise sound judgment, and mitigate potential risks. The role requires cross-team collaboration within Death Operations to ensure efficient processing, operational cohesion, and a positive working environment.Key ResponsibilitiesValidate instructions, FICA requirements, and death-related documents.Perform due diligence on documentation and stakeholders (beneficiaries, executors, financial advisers).Capture payments across retail investment products using internal systems.Apply for tax directives.Initiate foreign exchange payments (BOP process).Process refunds and validate new investments (KEY clients).Issue payment confirmations and respond to queries.Liaise with external management companies for transfers.Support ad hoc departmental projects.Assist with Deemed Disposal Requests and post-death certificates.Finalise death claims and ensure accounts are fully settled.Manage workflow queues effectively to ensure follow-ups and payments are completed timeously.RequirementsMinimum of 2 years’ experience in the investment/financial services industry in a similar role.Experience in death claims processing will be advantageous.Strong interest in developing knowledge across:Life, Retirement, and Discretionary Products.Core systems and reporting tools (Siebel, Flex, Appian, SSRS Reports, Central Park, etc.).CompetenciesStrong case management skills (planning, organising, scheduling, queue management).Ability to work under pressure with high levels of accuracy.Excellent verbal and written communication skills.Ability to work collaboratively as part of a team and independently.Self-motivated, disciplined, and accountable.Strong problem-solving, judgement, and decision-making ability.Exceptional attention to detail and methodical work ethic.Strong time management skills.Trustworthy, diligent, and reliable.Effective knowledge management and documentation skills.

  • Quality Specialist

    3 weeks ago

    Cape Town, South Africa Old Mutual Limited Full time

    Let's Write Africa's Story Together! Old Mutual is a firm believer in the African opportunity and our diverse talent reflects this. Job Title Quality Specialist Location Be based in Cape Town. Responsibilities Provide a positive service experience by being helpful, sensitive and responsive to customer, adviser and / or Fund needs. Manage and respond to...

  • Quality Specialist

    4 weeks ago

    Cape Town, South Africa Old Mutual Limited Full time

    Let's Write Africa's Story Together! Old Mutual is a firm believer in the African opportunity and our diverse talent reflects this. Job Title Quality Specialist Location Be based in Cape Town. Responsibilities Provide a positive service experience by being helpful, sensitive and responsive to customer, adviser and/or Fund needs. Manage and respond to...

  • Area Manager

    4 weeks ago

    Cape Town, South Africa Momentum Full time

    Overview Through our client-facing brands Metropolitan and Momentum, with Multiply (wellness and rewards programme), and our other specialist brands, including Guardrisk and Eris Property Group, the group enables business and people from all walks of life to achieve their financial goals and life aspirations. We help people grow their savings, protect what...

  • Area Manager: Death Investigations

    1 week ago

    Cape Town, South Africa Momentum Corporate Full time

    **Introduction** **Disclaimer** - As an applicant, please verify the legitimacy of this job advert on our company career page. **Role Purpose** **Requirements**: **Experience and Qualifications** - Matric or equivalent. - COP in Retirement Fund or equivalent qualification. - Proficient in English and Xhosa (Afrikaans would be advantages). - Valid driving...

  • Claims Specialist

    5 days ago

    Cape Town, South Africa Rory Mackie & Associates Full time

    **Overview**: The Claims Specialist within the LISP department will report to the Claims Team Leader and will be responsible for assessing, processing, and paying of specialised claims for life, retirement, and discretionary products. Specialised Claims consist of, but is not limited to, death claims, divorce orders, emigrations (including visa expirations),...

  • Death Benefit Administrator

    1 day ago

    Cape Town, South Africa Paqueta Personnel Full time

    My client, a leading and well-known company based in Woodstock is requiring an experienced Death Benefit Administrator to join their team. The Death Benefit Administrator is responsible for the accurate and timeous processing of death claims within the agreed service level between the employer and the Fund. The duties include processing of death claim...

  • Journey Lead: S37C Death Claims

    2 weeks ago

    Cape Town, South Africa Old Mutual Full time

    A major financial services company in Cape Town is looking for a Journey Lead to transform the customer journey for Death Claims. This role involves leading teams, driving collaboration, and implementing agile methodologies. Candidates should have a degree and at least 5 years of leadership experience in customer journey management. This position offers an...

  • Journey Lead

    1 week ago

    Cape Town, South Africa Old Mutual South Africa Full time

    A leading financial services provider in South Africa is looking for a Journey Lead for S37C Death Claims. The successful candidate will enhance customer journeys and foster agile methodologies. With over 5 years in customer journey management and operational excellence, this role demands strong leadership and stakeholder engagement skills. The position is...

  • Junior Claims Risk Specialist

    3 days ago

    Cape Town, South Africa Health Solutions Full time

    **Introduction** **Role Purpose** The role incumbment will assist the Claims Risk Specialist with the management and recovery of benefit debt. This includes benefit overpayments and recovery per agreed acknowledgement of debt agreements concluded on behalf of the scheme. **Requirements**: **Education**: - Matric or equivalent qualification - BCom degree...

  • Claims Specialist

    2 weeks ago

    Cape Town, South Africa Momentum Metropolitan Holdings Full time

    -Introduction Metropolitan is one of the oldest financial services brands in South Africa. With a 116-year legacy of serving the communities in which it operates, Metropolitan represents true empowerment in serving Africa's people through affordable financial solutions that create financial growth and security. Role Purpose To provide an effective and...