Imogen Phillips

Provide analysis data support in a company as Data Analyst. I have relevant work experience in the area of administration, as well as payments. As I have worked in the various fields before and therefore believe to be suitable for this position as I achieved the targets they gave me.

I possess all the necessary qualification to perform my duties in an effective and efficient manner. As you may note in the enclosed resume, I have excellent results in customer service and administration as well as excel, reporting and data analyses. I have the capabilities in understanding technological and business initiatives.

In terms of interpersonal communication, I am responsive to my colleagues and I am eager to help whenever possible. I am a good team player, able to consider and analyse different opinions and take the lead when necessary. I am good at persuading others by creating relationships based on mutual trust and understanding.

I have received several awards for going the extra mile. Compassion and Team player. I have been on the Wealth Management Training programs and extra courses like Artificial Intelligence, to enhance my skills.

By completing the Wealth Management Training it provided me with invaluable organizational, public communication and leadership skills. as well as insurance, assets and financial skills. I also know that I have the ability to perform the job effectively, and that I am excited about the idea of working for a dynamic team like this.

Call Centre Consultant - Aegis

(2011-03 - 2012-08)

• Answered calls for international company
• Dealt with meters and gas
• Comments and emails
• Billings related queries

Call Centre Consultant - Clientele Life

(2012-08 - 2016-02)

• Answering of call and dealing with related queries
• Capturing of documents
• Dealing with internal and external clients
• Any encashment queries
• Assisting clients with life policies
• Client billings related queries
• Investment queries
• Encashments
• Ensuring service levels are reached
• Ensuring talk time is reached

Service Administrator Consultant - Clientele Life

(2016-02 - 2017-12)

• Respond to client email queries.
• Encashment queries
• Update Policy information, data capturing
• Billing requests

Clients Payments Encashment Administrator - Clientele Life

(2018-01)

• Receiving of all relevant documentation such as signed encashment quotes, identity documents and bank statements in order to process the encashment. Identify inefficiencies on all payment processes to improve TAT. Performed data analysis
• Manage and complete monthly Cash Bank process for payment.
• Daily monitoring and approving of Unity encashment batches workflow for payment
• Approve and liaise with Actuarial department on manual Calculations, maintain units on D3, manage pending lists during the investment run.
• Monitor accuracy and authorize company refund payments
• Regular training to service areas and provide regular feedback to management.
• Manage authority limits to avoid risk fraud in monitoring all payments recommend improvements for automations of processes
• Manage and updated rules related to all payments
• Manage query baskets for refunds, cash backs, manual calculations and encashment
• Prepare and submit daily payment schedule for finance department
• Resolution of Ombudsman queries.
• Prepare paid claims for auditing purposes
• Monthly reports for cash backs, refunds, encashments, Legal credit notes. Provisional reports.
• Showed data analysis in regular meetings for creating new program
• Prepare data and information for making regular report data analysis
• Perform data analysis for complex data and files
• Process, review, update, create efficiencies on: Breakdown Letters, Manual calculation; Pending management
• Cash Backs monthly batch run: Download Qlikview files monthly. Complete exception testing on data before payments are finalised, with an acceptable percentage of variances and reasonability checks completed. Complete the Invalid qualifier Cash Back report and distribute to Actuarial
• Investment Booster process -Complete Exception testing, with accurate and timeous reporting on qualifiers and non-qualifiers for month end sign off. Process the SMS and Approval for unit upload file after sign off
• Maintain a 10% or more reduction on rejected payments for Encashment, Cash Backs and Refunds. Communication and follow up on successful client contact and updating of bank details to reduce liability. Log calls with IT to update payments and confirm as closed before month end commences
• Regularly keep updated monthly reporting data on returned payments for Encashment and Cash Back as payments are processed
• Document Storage/Filing Management: Review and shred aged documents and files. Complete filing daily. Maintain risk and control POPI. Assist with the implementation of Electronic data and document storage management, Document digital storage to be completed by December 2020
• SOP's - Cash Backs, Encashment, Refunds - review, update and complete SOP documents quarterly, or as updates are required
• Monthly report for Legal Credit
• Daily update on the Refund Build-up file
• Monthly report to Actuarial for Refunds processed
• Monthly report to Actuarial for all Encashments processed
• Monthly refund report for refunds processed in the same timeline
• Monthly data request from MIS on refund data
• Monthly Cash Back invalid Report
• Monthly Provisional Cash Back Reports for Life and Legal
• Reconciliation of accounts

Level 5 Certificate - Wealth Management - PCE(INSETA) (2015)