Allan Gray Proprietary Limited is an investment manager, focused on creating financial security for investors. You can access our investment expertise through our unit trusts.
Our purpose is to help investors build wealth over the long term. We seek to earn the trust of our clients by providing superior long-term investment performance, outstanding client se...
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Specialist | Retail Operations | Life & Retirement Operations
We are looking for a detail-oriented and client-focused individual to join our Death Validations team within the Retail Division. This role involves managing death notifications and validating claims across Life and Discretionary products. The successful candidate will ensure accurate, timely, and diligent processing of instructions received from beneficiaries, executors, and independent financial advisers (IFAs).
This position requires strong process and systems knowledge, excellent client service skills, and the ability to resolve queries efficiently.
Responsibilities
Validate and verify death notification documents.
Process death claim instructions for Life products (AGLA, AGEN, AGTF).
Ensure all instructions are complete and ready for processing by relevant administration teams.
Communicate with beneficiaries, executors, and IFAs regarding instructions and outstanding requirements.
Process claims within defined service level agreements (SLAs).
Contribute to process improvements to enhance efficiency and mitigate risk (including fraud prevention).
Handle queries and provide support to beneficiaries, executors, and IFAs.
Consulting with internal stakeholders such as Legal, Tax, Compliance, and other departments.
Maintain accurate records of all interactions using Siebel.
Participate in ad hoc duties and projects as required.
Requirements
Strong case management and organizational skills.
Ability to work well under pressure with minimal supervision.
Excellent verbal and written communication.
Team player with a proactive and self-motivated approach.
High attention to detail and accuracy.
Strong problem-solving and analytical skills.
Trustworthy, responsible, and diligent.
Effective time management and prioritization.
Methodical and structured work ethic.
Sound judgment and discretion.
Strong knowledge management and documentation skills.
Education
Matric and a relevant business or commerce degree (or equivalent experience).
Minimum of 12 months’ experience within Allan Gray Retail Operations.
Solid understanding of Life, Offshore, and Discretionary products.
Proficient in systems such as Siebel and FlexCube.
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