Death-Claim Service Account Lead

Momentum; Centurion; Vor Ort; ZAR 420.000 - 660.000; Vollzeit

Zusammenfassung

Momentum Wealth is seeking a Death Claim Service Account Manager (SAM) to handle the receipt, review and processing of wealth death claims for both voluntary and compulsory products. You will engage with Financial Advisers, clients and beneficiaries, ensuring compassionate, timely service within set SLAs.

This role requires strong regulatory awareness, extensive investment product knowledge and excellence in client engagement across multi-channel communications.

Qualifikationen

• Grade 12 certificate is mandatory.
• BCom in Finance/Investments is advantageous.
• 3–5 years in Momentum Investments service environment.
• 10+ years in Investment/Insurance/Financial Services sectors.

Aufgaben

• Receive and index death claim requests and create an Investment Death Claim task.
• Acknowledge receipt to claimant and SI Adviser in all correspondence.
• Register date of death when death certificate is received.
• Process death claims for voluntary and compulsory products per guidelines.
• Maintain communication with SI advisers, clients and third‑party providers.
• Utilise Jira, Gemstone and BPM systems to record progress and document the process.

Kenntnisse

Client relationship management

Digital proficiency

Regulatory awareness

Communication skills

Team collaboration

Ausbildung

Grade 12 certificate

BCom in Finance/Investments

Tools

Jira

Gemstone

BPM systems

Jobbeschreibung

Momentum Wealth is seeking a Death Claim Service Account Manager (SAM) to handle the receipt, review and processing of wealth death claims for both voluntary and compulsory products. You will engage with Financial Advisers, clients and beneficiaries, ensuring compassionate, timely service within set SLAs.

This role requires strong regulatory awareness, extensive investment product knowledge and excellence in client engagement across multi-channel communications.