Service administrator (2IC) at Clientele Life (2016-01 – 2023-02)
- Managed client accounts and resolved disputes or overdue premiums
- Updated banking details and personal client records with high accuracy
- Arranged and monitored payment plans for missed premiums
- Educated clients on mobile apps and self service platforms to enhance digital engagement
- Co ordinated SIM card deliveries and assisted RICA compliance
- Supported correspondence team during high volumes periods, ensuring timely responses
Client service Inbound Agent at Clientele life (2016-01 – 2023-02)
- inbound and outbound client calls
- Policy enquiries, account updates and claim guidance
- maintained accurate records of all client interactions and escalations
Senior Clerk or Client Liason at Assupol/Sanlam (2023-03 – Present)
- Provided comprehensive Financial service support to clients across funeral, life, retirement and savings products
- Processed claims, refunds and relevant documentation accurately and efficiently
- Updated and maintained client policy records and account changes
- Assisted clients face to face at branch level
