Compassionate Death Claims Service Account Manager

Momentum; Centurion; On-site; ZAR 700,000 - 1,200,000; Full time

Job summary

Momentum Wealth Technical Service Support in Centurion is seeking a Death Claim Service Account Manager. You will handle receipt, review, and processing of wealth death claims, supporting advisers and beneficiaries with compassionate, timely service during challenging times.

Role requires extensive experience in financial services, strong regulatory knowledge, and proven client relationship skills. You will work in a fast-paced environment, processing both voluntary and compulsory death claims

Qualifications

• Grade 12 mandatory.
• B.Com in Finance/Investments advantageous.

Responsibilities

• Process death claims for voluntary and compulsory products.
• Acknowledge receipt to advisers and claimants.
• Register date of death and manage claim workflow.
• Maintain SLAs and ensure compliant processing.
• Collaborate with advisers, clients and third-party providers.

Skills

Client service

Digital tools

Communication

Adaptability

Regulatory awareness

Education

Grade 12 certificate

Bachelor of Commerce (Finance/Investments)

Tools

Jira

Gemstone

BPM systems

Job description

Momentum Wealth Technical Service Support in Centurion is seeking a Death Claim Service Account Manager. You will handle receipt, review, and processing of wealth death claims, supporting advisers and beneficiaries with compassionate, timely service during challenging times.

Role requires extensive experience in financial services, strong regulatory knowledge, and proven client relationship skills. You will work in a fast-paced environment, processing both voluntary and compulsory death claims