Experience

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  Old Mutual Limited

  • East London, Eastern Cape, South Africa

  • Financial Advisor

    • Aug 2022 - Feb 2023
    • East London, Eastern Cape, South Africa

    Conducting financial needs analysis to determine client current and future savings and investmentrequirements. Offer financial planning and advice. Providing extensive knowledge of underwritten life, investments and retirement annuities. Capturing of client information in the system

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  Buffalo City Metropolitan Municipality

  • East London, Eastern Cape, South Africa

  • Administrative Assistant

    • Aug 2021 - Jan 2022
    • East London, Eastern Cape, South Africa

    Monthly administrative report writing Prepare procurement and printing requisitions Assisted in administrative activities, filing, taking minutes, reception and populating changes to the IDP document and coordinating the activity plan of the department. Assisted with the undertaking of researc...

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  Ness Consulting

  • Branch Supervisor

    • Aug 2019 - Jul 2021

    Some of my responsibilities and duties include but are not limited to: Supervisory Duties-Oversee the Eastern Cape Team and Ensure OneNess.- Liaison between NESS Head Office and the Eastern Cape Operations. -Handling and giving report for petty cash transactions. Client Services Duties- Servicing of clients to ensure customer satisfaction.- Receipt and submission of all local Queries, Claims and Amendments for Company Products.-Keeping statistics and compiling and submitting daily and weekly reports. Administrative duties and Team Support-Reviewing & scrutinizing claims documents and updating funeral policies.-Submitting daily scheme updates and changes.-Administering proof of payments from the schemes – Premium Receiving / Submitting claims to be processed.-Responsible for responding to customer queries regarding funeral insurance and claim processes.-Actively participating in driving improvement within the organisation by identifying and proposing solutions to process and service-related failures.-Keeping statistics and compiling and submitting daily and weekly reports.- Special projects

  • Client Services Consultant

    • Mar 2019 - Jul 2019

    Some of my responsibilities and duties were, but not limited to:-Responsible for responding to customer queries regarding funeral insurance packages and claim processes.-Reviewing & scrutinising claims documents and updating funeral policies.-Actively participating in driving improvement within the organisation by identifying and proposing solutions to process and service-related failures.-Establishing and building relationships at all levels with internal departments to enhance organisational effectiveness and efficiency.-Supporting a positive and responsive climate for client enquiry resolution.-Assisting clients with the tracking and follow up of claims and applications in progress.-Ensuring accurate record keeping through service -related administrative tasks.-Preparing reconciliations of premium received against scheme’s membership.-Administering proof of payments from the schemes – Premium Receiving / Submitting claims to be processed.-Daily submission of reports and meeting company targets and expectations.-Arranging appointments for the sales consultant with potential customers.

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  University of Fort Hare

  • Alice, South Africa

  • Economics Tutor

    • Feb 2018 - Nov 2018
    • Alice, South Africa

    Some of my responsibilities and duties included but were not limited to:-Collaborated with lectures to establish a clear engagement process with students and setting outthe relevant channels as well as enforcing student discipline and utlisation of channels.-Preparing and facilitating tutoring wo...