Tselane Mafatle
Johannesburg
Summary
Employee Benefits Consultant with expertise in claims processing and regulatory compliance. Demonstrated success in enhancing client communications and streamlining benefits administration. Committed to delivering timely solutions that align with organizational goals through effective collaboration.
Overview
17
17
years of professional experience
Work History
Employee Benefits Consultant
Vickers and Peters Financial Planning Services
Johannesburg
02.2016 - Current
- Liaise between Service Provider/Benefits Administrator and client
- Managed distribution of benefit statements to clients, ensuring timely communication of critical information and enhancing client awareness of benefits
- Loading and processing withdrawal claims via the administration portal, weekly follow-ups, and close-off on claims (withdrawal, retirement, divorce, death, funeral, disability, dread disease)
- Uploaded and updated retirement fund schedules monthly for employers, ensuring compliance with Section 13A of the Pension Fund Act and safeguarding employer interests
- Handled Section 14 transfers, ensuring accurate processing of benefit changes
- Updated member data to ensure accuracy in records
- Resolved client queries promptly.
- Administered quarterly reports for clients, providing insights into benefits utilization and enhancing transparency
- Managed underwriting processes to assess risk and determine policy terms.
Claims Administrator
Sanlam
03.2012 - 01.2016
- Processed claims, ensuring timely payments aligned with service-level agreements.
- Received claim forms from employers, verifying completeness of required documents for processing.
- Executed maintenance steps and processed claims according to fund rules, Pension Fund Act, Income Tax Act, and member instructions.
Claim Administrator
ABSA Consultants and Actuaries
03.2011 - 06.2011
- Assessed documents, processed claims, and issued benefit payment letters to ensure timely disbursement.
- Compiled monthly reports to monitor claims processing progress and performance.
- Addressed client queries and followed up to improve customer satisfaction and resolve issues.
- Updated monthly contributions to ensure accurate records supporting financial auditing.
Fund Administrator
Momentum
Johannesburg
06.2009 - 12.2010
- Assessed documents and processed claims payments, ensuring timely delivery of benefit payment letters.
- Resolved client queries regarding employee benefits and followed up to ensure timely resolution.
- Organized and compiled Trustee Admin Reports for management, ensuring clarity and completeness.
- Created monthly update reports for management review, highlighting key trends and insights.
- Assisted walk-in clients with inquiries, providing information to facilitate their understanding of available services.
Education
Advanced Certificate - financial planning
Milpark school of business
Johannesburg, GP11.2024
Higher Certificate - Financial Planning
Milpark business school
Johannesburg, GP04.2021
Diploma of Higher Education - Accounting and financial computing
College Campus
Johannesburg, GP04.2008
Skills
- Benefits administration
- Pension compliance
- Claims processing
- Regulatory compliance
- Data analysis
- Client orientation
- Member communication
- Innovative problem solving
- Effective time management
- Adapts under pressure
- Interpersonal skills
- Employee engagement
Languages
- English, Native
- Sesotho, Native
- Zulu, Native
Phone Cell
0836440503
References
References available upon request.
Timeline
Employee Benefits Consultant
Vickers and Peters Financial Planning Services
02.2016 - Current
Claims Administrator
Sanlam
03.2012 - 01.2016
Claim Administrator
ABSA Consultants and Actuaries
03.2011 - 06.2011
Fund Administrator
Momentum
06.2009 - 12.2010
Advanced Certificate - financial planning
Milpark school of business
Higher Certificate - Financial Planning
Milpark business school
Diploma of Higher Education - Accounting and financial computing
College Campus