Sonja Josephs

Liberty Life
March 2018 – Present

• Authorise payments for unclaimed withdrawals, surplus, and retirement claims in compliance with legislation, procedure guides, and business rules.
• Conduct quality checks to ensure the accuracy and validity of claim forms and supporting documentation.
• Identify and escalate potential fraudulent activities for further investigation.
• Ensure the accurate application of taxation regulations for claims processing.
• Manage Financial Sector Conduct Authority (FSCA) and Financial Services Board (FSB) queries related to unclaimed benefits and non-payment of claims.
• Resolve customer complaints and queries by assisting the complaints team via direct lines, social media platforms (Facebook, Twitter, etc.), and other channels.
• Process instant money payments promptly and efficiently.
• Provide support and guidance to team members to ensure operational effectiveness.
• Contact: Chrystal Odendaal 0726339146

• Client interaction, Member maintenance and queries
• Monthly updates, liaising with clients telephonically and face to face, attend to urgent claims and respond to any escalations, requesting member claims and applying for tax accordingly
• Contact: Zakeera Parker 010 2060117

• Client interaction, Member maintenance and queries
• Monthly updates, liaising with clients telephonically and face to face, attend to urgent claims and respond to any escalations

• Approving /authorising payments on withdrawals and Retirements; Funeral claims, Section 14’s, Liquidation claims; within legislation and according to procedure guides and business rules
• Assessing claim documentation
• Fraud detection
• Identify and applying different Taxation
• Approving/ authorizing of divorce claims and Maintenance orders
• Resolving claim authorization queries

• Approving/ authorizing divorce claims
• Ensuring accurate calculation of divorce benefit
• Applying taxation according to rules
• Assessing of retirement annuities, Ensuring correct taxation applied for, Authorization of RA's

• Administration of Withdrawal Claims and Retirements
• Administration of section 14’s and terminations as they are encountered as well as the administration of Recognition of Transfers
• Allocating bills manually
• Authorisation of payments
• Corresponding with various administrators/clients via telephone and e-mail
• To ensure that service levels are maintained
• Query resolution as per company policy

• Administration of death claims
• Communicating with dependents/ attorneys/ companies written and verbal
• Obtaining documentation in preparation for payment
• Paying claims, pledges, and advances
• Interviewing claimants/attorney representatives
• Completing and submitting necessary Statistical Reports
• Ensure documents received, adheres to documentation standards as per manual
• Calculate various Death Benefits payable-full death claims, Withdrawal claims, and Instalments payable to guardians
• Requesting tax- an on-line tax system ensures that it is correct
• Dealing with telephone queries

• Administration of Claims National and International claims (Death, Retirement, Monies In Trust-Instalments)
• Calculating and Paying Various Benefits Payable
• Corresponding With Members/ Beneficiaries in Receipt of a Monthly Pension/ Instalment Via Mail Or E-Mail
• Completing and Submitting Necessary Statistical Reports
• Handling of Tax Queries and issuing certificates relating to Pension Maintenance and General Enquiries

• Adding New Claims onto the System
• Amending Members Details
• Logging of Claims
• Resolving Queries

• Filing and mail
• Miscellaneous
• Diarising of Claims
• Logging of Files
• Resolving Queries