Experience

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  Simply

  • South Africa
  • Financial Services
  • 1 - 100 Employee

  • Collections Specialist

    • Feb 2019 - Present

  • Administrative Specialist

    • Feb 2019 - Present

  • Account Manager

    • Feb 2019 - Present

    • Manage inbound and outbound calls regarding accounts payable.• Monitoring accounts receivable and transactions• Cooperating with other teams to ensure billing accuracy• Helping customers in case of complaints and questions• Managing customer account reconciliations• Creating analytical reports and presenting them to senior managers• Participating in monthly and quarterly audits and clean ups• Detecting and resolving errors in billing operations and other related problems• Deal with customers diligently, courteously and professionally while collecting payments.• Initiate strategies for collection processes and procedures.• Negotiate payment plans.• Respond to customer inquiries.• Persuade customers diligently to pay past due amounts.• Create repayment schedules based on customers’ financial situations.• Retain customer loyalty while initiating processes for collection of payments.• Maintain and update record of customers from whom collections are made.Monitor accounts on a daily basis.Identify outstanding account receivables.Investigate historical data for debts and bills.Take actions in order to encourage timely payments.Process payments and refunds.Resolve billing issues.Resolve customer credit issues.

• 

  Versatile Minds

  • Cape Town Area, South Africa

  • Co-Founder-Creative Director

    • Nov 2016 - Present
    • Cape Town Area, South Africa

    Co Founder of Versatile Minds; a cultural organization where we promote and showcase creatives and artistry on platform by hosting quarterly art events called, Visions

• 

  Metropolitan Health Group

  • Cape Town

  • Customer Service Representative

    • Apr 2014 - Dec 2016
    • Cape Town

    Reporting • Manage customers’ profiles by updating and vetting their documented information. • Provide daily reports to middle management on the work completed • Provide monthly quality feedback reports Customer Relations • Update customers on new business and marketing material. • Resolve customers billing and claims queries • Responsible for completing email (conversation) via Digital method assisting customers with their queries or online journey and delivering the desired outcome for customer and client • Liaising with the various service providers to ensure prompt and efficient service delivery for the companies’ members. • Manages customer escalations and complaints

• 

  Sanlam

  • Cape Town Area, South Africa

  • Sales Representative

    • Apr 2010 - Mar 2014
    • Cape Town Area, South Africa

    • Compute sales prices, total purchases and receive and process cash or credit payment.• Recommend, select, and help locate or obtain merchandise based on customer needs and desires.• Describe merchandise and explain use, operation, and care of merchandise to customers.• Consult with customer to determine their wants or needs.• Outbound Sales • Calling clients and offering them savings plan or to assist them to improve their financial savings such as endowments, retirement annuities etc.• Manage Clients portfolio and offer financial advice.• Answering client questions about financial plans and strategies and giving financial advice.• Advising strategies for clients in insurance coverage, investment planning, cash management, and other areas to help them reach financial objectives.• Reviewing client accounts and plans on a regular basis to understand if life or economic changes, situational concerns, or financial performance necessitate changes in their plan.• Analyzing financial data received from clients to develop strategies for meeting clients' financial goals.• Preparing or interpreting financial document summaries, investment performance reports, and income projections for clients.• Managing and updating client portfolios.• Contacting clients regularly to discover changes in their financial status.• Building and maintaining your client base.

• 

  Metropolitan Life (DFS)

  • Sales Manager

    • May 2007 - Aug 2009

    • Ensure high priority in delivering service excellence • Ensure the timely and accurate communication and distribution of company policies, procedures and products that directly relates to the department • Provide satisfactory resolutions to customer issues escalated from the Contact Centre Agents• Monitor and maintain the departmental key performance indicators as outlined by management. • Prepare daily, weekly and monthly performance reports for review and to complete necessary administrative tasks• Monitor, evaluate and report on business trends to be able to plan and implement staffing schedules based on business demands and customer volumes.• Search for opportunities to improve revenue generating activities as well as improve operational efficiencies within the department.• Assist with the hiring, development and evaluation of all staff, including handling correction action when necessary• Support Contact Centre staff when required, including taking calls during peak / overflow periods• Train and coach Contact Centre Agents to ensure that they achieve or exceed company expectations for quality, sales and service by providing regular, constructive feedback and guidance to develop employees to their full potential.

  • Sales Representative

    • Oct 2005 - Apr 2007

    - Cold calling - Generating leads- Achieve weekly Sales targets