Duduzile Ruth

I am an experienced Client Coordinator and Sales Support professional with a solid background in office administration, customer service, and sales. I have a proven record of improving sales performance by engaging with clients, generating leads, and supporting sales teams. I am skilled at managing client relationships, completing tasks on time, and helping sales teams reach their goals.

My strengths include providing excellent customer service and ensuring smooth communication between clients and the sales team.

Administrator/PA - Success Brokers (PTY) Ltd

(2025-02 - 2025-07)

Responsible for acquiring and loading of the FICA documents

• Capture New business, amendment, Cancellations and refund
• Provide telephonic and Email support to all clients
• Dealing with general insurance and policy specific requirements
• Managing the diary of the financial planners
• Setting up appointments for a financial advisor to meet with clients and do reviews on their policies
• Liaise with existing clients via phone call and emails requesting their FICA and FAIS Documents for compliance purposes
• Uploading received compliance documents to the CRM System i.e. at Work
• Processing Claims
• Follow up with the underwriters and handle Claims
• Generating Beeswax Reports by screening clients and uploading the Report to the CRM System
• Managing policy documentations
• Ensuring accurate and efficient customer service
• Providing administrative support to the insurance team and planners
• Manage all the aspects of personal Portfolio

Client Liaisons/Admin Assistant - Lebone Litho Printers

(2023-03 - 2024-10)

I provided support and assisted the sales team in managing client relationships and ensured efficient task completion.

• Opened and managed checklists for client liaisons and sales reps for production jobs
• Sourced and generated new leads for cold calls on behalf of sales reps
• Handled sales inquiries and orders through phone and email
• Performed general office administration, including filing and organizing
• Coordinate with internal teams to ensure timely delivery of orders
• Assisted sales teams with booking jobs and scheduling appointments

Personal Finance Advice - Old Mutual

(2017-06 - 2022-09)

• I was responsible for scheduling meetings with clients
• Scheduled appointments for Financial Advisors
• Prospecting new clients - Outbound calls
• General Office Administration
• Assisted with checking clients' information on the customer relations management system - CRM System
• Processed and executed financial advisor and client instructions
• Filed documents in the system
• Handled customer queries and reviews - Customer service

Telemarketer - Business Outrage at the ANC

(2009-05 - 2010-11)

My duties are selling the progressive business forum Membership to business owners and Chief Executive Officers

Certificate - Sales Accelerator for Business Development - Kwelanga Training (2023)

Certificate - Call Center Communication - Skills Development Centre (2003)

Certificate - Microsoft '97 - National Computer College (2000)

National Diploma - Human Resources Management - Vaal Triangle Technikon

Grade 12 Certificate - Simtfolile High School