Experience

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  Guidepost

  • Rosebank

  • Customer Service Administrator

    • Aug 2016 - May 2024
    • Rosebank

    Liaised directly with customers to meet needs and maintain satisfaction.Managed client communications by answering phones and corresponding through email.Kept office operations running smoothly and efficiently by implementing procedure and policy improvements.Liaised with customers, addressed enquiries, handled meeting requests and answered billing questions to provide outstanding customer careCoordinated communications between various departments to schedule meetings and keep company informed on critical matters.Collaborated closely with other managers to smooth and improve office operations.

• 

  Old Mutual South Africa

  • Fourways

  • Financial Advisor

    • Jun 2013 - Jun 2016
    • Fourways

    Promoted business to increase customer base and grow revenue.Identified client financial goals and risk tolerance to recommend products.Consulted with clients to assess and meet short- and long-term financial goals.Developed and deepened relationships with new and existing clients.Addressed queries and provided advice regarding financial plans and strategies to educate and benefit customer needs.Assessed financial data derived from clients to design innovative strategies, exceeding financial goals of clients.Counselled clients on financial matters and provide recommendations investment opportunities, products and services based on client needs and asset availability. Developed tailored-fit plan for cash management and investment planning to assist clients in meeting financial objectives.Demonstrated advantages and disadvantages of different product decisions to provide options, educating and aligning with needs of clients.Interviewed clients to identify income, expenses and financial objectives, developing customized financial plans suitable for needs.Provided advice regarding risk management policies and prevention strategies to avoid losses and bad investments for clients.

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  Discovery Health

  • Sandton

  • Medical Claims Administrator

    • Jun 2003 - Dec 2012
    • Sandton

    Examined claim evidence against company guidelines and procedures to determine suitable outcomes for submitted claims, informing approval or rejection decisions.Retrieved claim records to verify policyholder information and coverage before processing claims.Followed internal claims processing procedures to prevent fraudulent payments, guaranteeing high-quality assurance standards.Assessed incoming claims for validity against policy's conditions and communicated reasons for partial or no payments to clients, enabling fair settlement of valid claims

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  AngloGold Ashanti

  • Johannesburg

  • Customer Service Administrator

    • Apr 2011 - Apr 2012
    • Johannesburg

    Managed client communications by answering phones and corresponding through email.Liaised directly with customers to meet needs and maintain satisfaction.Oversaw day-to-day office operations such as organizing correspondence, managing incoming calls and creating business records.Collaborated closely with other managers to smooth and improve office operations.Liaised with customers, addressed enquiries, handled meeting requests and answered billing questions to provide outstanding customer care.Coordinated communications between various departments to schedule meetings and keep management informed on critical matters.

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  KPMG

  • Parktown

  • Employee Benefits Administrator

    • Mar 2003 - Apr 2003
    • Parktown

    o Sending of IRP 5 to employees o Writing of Cheque and sending them for signatureo Making sure resigning staff get their provident fund paid in time o Making follow up with SARS on outstanding employees tax certificateso Keeping contact with staff on outstanding queries

• 

  Health Discovery Corporation

  • Illovo

  • Medical Aid Consultant

    • Nov 2002 - Feb 2003
    • Illovo

    Ensuring immediate, quality resolution to client enquiries Ensuring the Scheme and in particular MH is not unnecessarily exposed to financial risk as a result of incorrect information being provided to member/service providers Effective individual contribution towards service level agreement compliance by ensuring quality service, production, first call resolution or appropriate follow up to ensure resolution of queries Client retention and goodwill by effectively resolving queries from members, employer groups, service providers and the Scheme Data management - accurate logging of enquiries

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  KPMG

  • Parktown

  • Medical Consultant

    • Aug 2001 - Aug 2002
    • Parktown

    o Provide product information and handle financial querieso Answering inbound calls o Dealing with all queries through to resolutiono Maintain accurate details of all querieso Assisting with internal and external queries in an efficient and professional manner o Capturing accurate process notes on membership records advising of reason for and action performed o Preparing and despatch medical and administrative required documentation

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  Fedsure Health

  • Sunninghill

  • Call Centre Agent

    • Jul 1996 - Jul 2001
    • Sunninghill

    o Dealing with multiple telephonic queries from members and brokerso Dealing with all queries through to resolution.o Logging of all querieso Keeping clients up to date with outstanding querieso Ensuring excellent quality service to all memberso Detailed stats of all queries and correspondence and reporting on it on a weekly basis

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  Library Gardens Medical Centre

  • Johannesburg

  • Receptionist

    • Jan 1994 - Jun 1996
    • Johannesburg

    Duties and responsibilitieso Admin support to patientso Booking appointmentso Confirming patient medical aid benefitso Opening files for new patientso Answering phoneo Billing the medical aid on behalf of patientso Reconcile medical aid payment statements.