Sports
Kgomotso Takadi
Death Claim Service Specialist
Centurion
Summary
Detail-oriented and proactive professional with extensive experience in claims handling, forensic investigations, and client due diligence within the financial services industry. Currently holding a Postgraduate Diploma in Risk Management, focusing on the application of economic principles to solve business and financial problems.
Overview
8
8
years of professional experience
6
6
years of post-secondary education
2
2
Certifications
Work History
Death Claim Service Specialist
MMI Holdings
07.2024 - Current
- Conduct thorough desktop forensic investigations to identify and assess potential instances of fraud, waste, and abuse within death claims.
- Gather and analyze documentary evidence, engaging with service providers and claimants to ensure the integrity of claims.
- Draft detailed investigation reports and provide actionable recommendations to senior management for decision-making.
- Perform data analytics to identify concerning trends, irregularities, and areas for improvement within claims processing.
- Support the recovery of irregularly paid claims through thorough analysis and investigation.
- Process death claims in adherence to company policies, regulations, and legal requirements, ensuring accuracy and timeliness.
- Manage approximately 30 to 40 death claims in a day
Investments Service Specialist
MMI Holdings
07.2018 - 10.2023
- Successfully registered and processed investment and retirement claims, ensuring full compliance with company policies, industry regulations, and legal requirements.
- Managed Section 14 transfers, ensuring smooth transitions and accurate processing in line with relevant procedures.
- Applied for and submitted tax directives to SARS, ensuring that all tax-related matters were handled efficiently and within deadlines.
- Enhanced the transactional process for premium increases, ensuring a seamless experience for clients and reducing processing time.
- Processed policy amendments, including switches, income payments, and premium adjustments, ensuring accuracy and alignment with client needs.
- Facilitated emigration payments, managing the documentation and process flow to ensure compliance with regulatory standards.
Claims Consultant
Auto Magic
03.2018 - 05.2018
- Registered motor claims, contacted clients to gather necessary claim documents, and booked assessment appointments.
- Provided clear guidance to customers through the claims process, ensuring smooth assessments and repair allocations.
- Registered 40 to 50 claims in a day
Reinsurance Administrator(Contract)
MMI Holdings
08.2017 - 10.2017
- Ensured accuracy of debtor records, communicated with reinsures, and collected outstanding payments.
- Supported system implementation and testing, identifying and resolving system inefficiencies.
- Received and allocated funds from reinsurers, ensuring proper accounting.
Claims Internship
MMI Holdings
08.2016 - 07.2017
- Managed new death claims journals, addressing queries and ensuring assessors' work met quality standards.
- Authorized refund payments and identified financial and business risks, escalating as necessary.
- Maintained proactive client communication, resolving outstanding queries with first-time resolution.
- Assisted with follow-up processes on death claims, including tracing claimed and unclaimed policies.
- Supported staff members in their daily tasks, reducing workload burden and allowing for increased focus on higher-priority assignments.
Education
Postgraduate Diploma - Risk Management
MANCOSA
Centurion, South Africa 06.2023 - 07.2024
Bachelor of Commerce - Economics
University of The Free State
Bloemfontein, South Africa 01.2011 - 12.2015
Skills
Client retention strategies
Microsoft Excel
Call center experience
Cross-functional coordination
Client retention strategies
Familiar with industry legislation: POPIA, GDPR, TCF, FICAA, KYC, AML, FATCA, CRS, GTR, FAIS
Complaint handling
Data entry
Product knowledge
Call management
Problem resolution
Relationship building
Certification
Certified ESG analyst -Udemy
Interests
Volunteering & Community Engagement
Travel & Cultural Exploration
Timeline
Death Claim Service Specialist
MMI Holdings
07.2024 - Current
Certified ESG analyst -Udemy
03-2024
Know your Customer- Alison
12-2023
Postgraduate Diploma - Risk Management
MANCOSA
06.2023 - 07.2024
Investments Service Specialist
MMI Holdings
07.2018 - 10.2023
Claims Consultant
Auto Magic
03.2018 - 05.2018
Reinsurance Administrator(Contract)
MMI Holdings
08.2017 - 10.2017
Claims Internship
MMI Holdings
08.2016 - 07.2017
Bachelor of Commerce - Economics
University of The Free State
01.2011 - 12.2015
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