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Life Insurance Manager

Location:
Pretoria, GP, South Africa
Salary:
15000
Posted:
May 17, 2018

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Thulisile M. Ntetha

Date of Birth - ** March **90

065 *** **** OR 083 *** ****

ac5hrv@r.postjobfree.com

**** ******* *******, *******, ****

OBJECTIVE

Seeking a challenging position where I can effectively contribute my skills and ensure my growth through the organization, by giving the best quality service that satisfies the interest of the organization.

PROFESSIONAL EXPERIENCE

LIBERTY LIFE BRAAMFONTEIN (2015/01-Current)

TAX ADMINISTRATOR (TAX AND ACCOUNTING) RESPONSIBILITIES:

Annual Tax Project – Test, amend and create Contribution Tax Certificates before

Issuing to SARS and distributing to clients (TAX TESTING ON ALL SYSTEMS. “LIFESTYLE, COMPASS LIBERTY ACTIVE AND CAPITAL ALLIANCE.)

Solve client’s and broker queries about their contribution tax certificates within agreed SLA times.

Attend tax meetings.

Coaching a leaner and providing training to fellow colleagues.

LIBERTY LIFE BRAAMFONTEIN (2012/01–2015/06/01)

FINANCE OFFICER (PREMIUM ADMIN & COLLECTIONS) RESPONSIBILITIES:

Transferring Debit Order Files through Bankserv (Standard Bank) 5 days before the collection date

Assisting in the resolution of all imbalances on the collection files within agreed timeframes.

Generating and submitting Naedo debit orders to the bank

Update successful debit order submissions & investigate rejection reasons.

Download bank statements and analyse transactions to ensure that the correct funds are collected and allocated accurately

Liaise with Bank for queries on bank statement.

Allocation of payment to relevant accounts

Allocation of premiums to relevant policies.

Responsible for unpaid and rejections

Processing special / force debits for missed debits or returned debits

Processing Refunds

Corresponding with customers regarding premium queries etc.

Provides debtors control support to all the internal departments, brokers

Preparing Collection Reports for the Month End

Resolve customer queries and problems within company practice and escalates exceptions.

Annual Tax Project – Test, amend and create Contribution Tax Certificates before

Issuing to SARS and distributing to clients (TAX TESTING ON ALL SYSTEMS. “LIFESTYLE, COMPASS LIBERTY ACTIVE AND CAPITAL ALLIANCE.)

Compile Premium and Loan recons

ADHOC DUTIES AS ASSISTANCE TO TEAM LEADER (DEVELOPMENT PLAN

System administration – Performs basic and complex System testing within business specification

Extract the worksplit and distribute to team members evenly.

Sitting with auditors and ensuring that the audit findings are validated and corrective

Action is taken.

Attend regular project meetings: system, product or process upgrade

Compile Departmental Process Documents to create awareness to the Business

(Internal & External Departments: Intermediaries, Liberty Branches)

LIBERTY LIFE BRAAMFONTEIN (2011/01 – 2011/12)

FINANCE OFFICER – LEARNERSHIP (PREMIUM ADMIN & COLLECTION) RESPONSIBILITIES:

Transferring Debit Order Files through Bankserv (Standard Bank) 5 days before the collection date

Assisting in the resolution of all imbalances on the collection files within agreed timeframes.

Generating and submitting Naedo debit orders to the bank

Update successful debit order submissions & investigate rejection reasons.

Download bank statements and analyse transactions to ensure that the correct funds are collected and allocated accurately

Liaise with Bank for queries on bank statement.

Allocation of payment to relevant accounts

Allocation of premiums to relevant policies.

Responsible for unpaid and rejections

Processing special / force debits for missed debits or returned debits

Processing Refunds

Corresponding with customers regarding premium queries etc.

Provides debtors control support to all the internal departments, brokers

Preparing Collection Reports for the Month End

Resolve customer queries and problems within company practice and escalates exceptions.

Annual Tax Project – Test, amend and create Contribution Tax Certificates before

Issuing to SARS and distributing to clients

Compile Premium and Loan recons

EDUCATION AND PROFESSIONAL TRAINING

BOSTON CITY CAMPUS LEARNERSHIP (2011/01 – 2011/12)

QUALIFICATION: National Certificate: Long Term Insurance

Health care cover in South Africa

Life insurance

The scope of life insurance

Retirement planning : Products of Life insurance and benefits

Impacts on Long term insurance

Law of contract

Customer services in work environment

Ethics

Understanding insurable risk

Disability insurance in the context of

Financial planning

Describe group insured benefits

Compliance and non-compliance

Control of Fraud in Long term insurance

Dread disease products in Wealth Management

OTHER COURSES ATTENDED OFFERED BY LIBERTY LIFE

Effective Communication Business Writing

TCF TRAINING (TREATING CUSTOMERS FAIRLY)

Basic Financial Statements

Analysis of new developments in Financial Services Industry

Different Insurance Products

Corporate Selection Product description

Introduction to Economics Underwritings

Income Act Tax

Products Offered by Liberty and their ancillary benefits

Capital disability

Dread Disease Claims

Paid-Up Schemes

Introduction to Investment

FUMANA COMPREHENSIVE SCHOOL (2007)

QUALIFICATION: National Senior Certificate

English

Zulu

Fitting and turning

Mathematics N3

Engineering Science N3

Mechanotechnology

Physical Science

SYSTEMS USED

Standard Bank Business Online,

Mainframe – Lifestyle & Liberty Active

Ilanga (Putty)

Compass

FADS

Legow

Workflow

Own Your Life

CPR

JSO

PROJECTS TESTED

Own Your Life Rewards

Workflow implementation of different servers

REFERENCE

Mr. Meshach Brijmohan (Team Leader)

Liberty Life

Tel: (011) *** ****/ 084 *** ****

Mrs. Rogini Palavar (Manager)

Liberty Life

Tel: (011) *** ****/ 082*******



Contact this candidate