Summary
Overview
Work History
Education
Skills
References
Timeline
Generic

Mphikeleli Richard Mkhatshwa

Director
Vereeeniging

Summary

I am a skilled and a professional death claim investigator with 15 years experience in dealing with the approved scheme’s death benefit claims investigation. The investigations are conducted as per the provisions of Section 37C of the Pension Funds Act, which directs that all nominees as well the dependants as defined in the Act are considered for death benefit distribution. I also draft trustees’ resolutions for the Principal Officers for death benefit claim cases discussed and finalized by the Board of Trustees. I have the knowledge, the operation and the requirements for setting up the beneficiary trust funds for the minor beneficiaries which are administered by independent trusts administrators. I have 9 years experience in the employee benefits administration and insurance. I do presentation to the members of various funds explaining the group benefits for the fund members (i.e. Funeral, disability and death) as well as the underwriting.

Overview

30
30
years of professional experience
4
4
years of post-secondary education

Work History

Director

Zwide Death Claims Private Investigators (Pty) Ltd
8 2009 - Current
  • Assist various Employers and/or Boar of Trustees (i.e
  • Standalone & Umbrella Funds) with death benefit claims investigations in accordance with Section 37C of the Pension Funds Act
  • Drafting of Trustees Resolutions for death benefit claim cases finalized by the Trustees
  • Assist tracing the guardians for the minor beneficiaries for the payments of monthly stipends.

Claims & Underwriting Administrator

Tomlinson & Associates (Pty) Ltd
03.2015 - Current
  • Processing of all claims – i.e
  • Funeral ; Disabilities and Death
  • Processing of withdrawal claims – i.e
  • Resignations, dismissals, retrenchments and preservations
  • Ensure that fund members submit underwriting requirements to the various administrators with a view to ensuring that members qualify or granted full benefit entitlements and not limited to the fund’s Free Cover Limits (FCL)
  • Processing and allocation of the members’ monthly retirements contributions for various funds/employers by the 7th of each month.

Manager : Consumer Advocate Office

African Bank Limited
03.1995 - 07.2009
  • Investigation and resolution of all of complaints received from the following sources: African Bank Clients (i.e
  • External & Internal Clients), Ombudsman for Banking Services, National credit Regulator, Media – Hello-Peter & Newspapers
  • Management and Implementation of the Department’s Policies and Procedures
  • Management of the team – staff appraisals and disciplinary measures
  • Compile Management Reports – Monthly Quarterly and Annually.

Education

Retirement Fund Management for Trustees, Tertiary Education -

UNISA

RE5 Fais Regulatory Examination Certificate, Other Certificates - undefined

Moonstone

Pension Fund Benefits, Certificate of Achievement - undefined

Integrity Academy

Matriculation Exemption, Secondary Education -

Tembisa High School

Financial Management - Financial Management

UNISA
01.2003 - 12.2006

Skills

Speak and understand all 11 South African languages

Investigation skill

Good communication and writing skill – IsiZulu ; IsiSwati, Afrikaans and English

Administrative and Organinisational skills

Attention to details

Client Relationship and Results-driven

Computer literacy and knowledge of Microsoft Office

Leadership and Management Report writing Skills

References

Will be provided upon request

Timeline

Claims & Underwriting Administrator

Tomlinson & Associates (Pty) Ltd
03.2015 - Current

Financial Management - Financial Management

UNISA
01.2003 - 12.2006

Manager : Consumer Advocate Office

African Bank Limited
03.1995 - 07.2009

Director

Zwide Death Claims Private Investigators (Pty) Ltd
8 2009 - Current

Retirement Fund Management for Trustees, Tertiary Education -

UNISA

RE5 Fais Regulatory Examination Certificate, Other Certificates - undefined

Moonstone

Pension Fund Benefits, Certificate of Achievement - undefined

Integrity Academy

Matriculation Exemption, Secondary Education -

Tembisa High School
Mphikeleli Richard MkhatshwaDirector