Customer Service Advisor
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Customer-focused insurance professional with experience working in regulated financial services environments, supporting policy administration, customer service, and claimsrelated processes. Proven ability to assess documentation, interpret policy terms, and communicate complex insurance information clearly and empathetically. Skilled in delivering fair, accurate, and compliant customer outcomes across phone, email, and digital channels while meeting SLAs, quality standards, and regulatory requirements.
Experienced customer service and insurance professional with a background in regulated financial services, client engagement, and policy administration. Currently supporting insurance customers at EXL – Lincoln Financial by assessing documentation, interpreting policy terms, managing claim-related enquiries, and delivering fair, compliant customer outcomes across phone and email channels. Skilled in complaint resolution, CRM record management, SLA adherence, and collaboration with underwriting and claims teams.
Previously built strong client relationships and generated business growth as a Client Engagement Coordinator, delivering tailored solutions and managing CRM data accurately. Earlier experience includes HR administration within public sector organisations, ensuring compliance, confidentiality, and governance, as well as sales and customer retention within financial services environments. Known for clear communication, attention to detail, and professionalism in customer-facing and regulated settings.
Diploma in Human Resources (2024) from West Coast TVET College, supported by short courses in business administration, organisational behaviour, inclusive workplace practices, and data analysis. Developed strong analytical, communication, and administrative skills, with practical proficiency in Microsoft Excel and Power BI. Completed Grade 12 in 2018 at Kayamandi High School.