Tshepo Morake
Information Technology Support Specialist at Old Mutual iWYZE- Claim this Profile
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Afrikaans -
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Zulu -
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Northern Sotho -
Topline Score
Bio
Experience
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Old Mutual iWYZE
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South Africa
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Insurance
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200 - 300 Employee
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Information Technology Support Specialist
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Dec 2022 - Present
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Customer Service Specialist
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Jul 2014 - Nov 2022
IWYZE – A Division of Mutual & Federal: July 2014 to dateRetentions Consultant: Retaining clients who want to cancel their insurance policies. Upsell to existing client and generate new insurance quotes. Reinstate cancelled policies and reissue policies that has errors. Confirm previous insurance, Issue of Noting of Interest, Add and Remove Insurable onpolicies Update client’s information and resend policy documents and general policy administration. Underwrite policies at Renewal stage.Customer Care Consultant (Outbound): Action specific e-mail requests within the required Service Level Agreement to ensureprompt and accurate feedback is provided regarding the clients query. Assist the Underwriting team to action multi-claimant cases – adjust policies where necessaryand communicate the amendment or cancellation with client. Handled collections queries to assist in clearing outstanding balances on client’s account toallow for accurate account balances for business to report back on correct financials. Show less
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Nedbank
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South Africa
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Financial Services
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700 & Above Employee
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Banker
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Nov 2007 - Jul 2014
Nedbank: November 2007 to July 2014 Teller Daily Cash Management: Handling customer deposits and withdrawals face to face and monitoring accounts for any large or suspicious deposits. End-of-day cash balancing to ensure that risk is minimised. Monthly spot checks to ensure compliance is adhered to. Enquiries Solving customer queries and issuing Debit, Credit Cards and Cheque Books. Action daily reports to identify possible money laundering activities. Daily balancing of Debit and Credit cards and chequebooks. Escalate queries to different departments where higher mandates are required. Sales Banker Opening Current and Savings accounts and processing Home Loans, Vehicle Finance and Credit Card applications. Establishing new relationships with estate agents and car dealerships to grow our footprint. Attend daily sales meeting to track weekly and monthly progress. Show less
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CLIENT SERVICE CONSULTANT
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Mar 2005 - Oct 2007
March 2005 to October 2007 Pick n’ Pay Go Banking- A division of Nedbank – Learnership Employed on a learnership. Gained on-the-job experience in the following: Customer Service: Dealing with customer queries and selling Debits and Credit cards General Office Administration March 2005 to October 2007 Pick n’ Pay Go Banking- A division of Nedbank – Learnership Employed on a learnership. Gained on-the-job experience in the following: Customer Service: Dealing with customer queries and selling Debits and Credit cards General Office Administration
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Education
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Vaal University of Technology
Higher National Diploma, Accounting Science -
VAAL CHRISTIAN SCHOOL
MATRIC, COMMERCE -
Graduate Institute of Financial Services
Short Term Insurance Level 4