Ntombifuthi Mdlalose

Organised and detail-oriented Client Relationship Specialist with over 10 years of experience in financial services, medical aid, insurance, and customer support. Experienced in medical aid, short term, long-term insurance, underwriting support, quoting, policy administration, and regulatory compliance. Skilled at managing client portfolios, resolving claims and billing queries, maintaining accurate digital records, and liaising with insurers to ensure efficient service delivery.

Recognised for excellent organisational skills, strong attention to detail, and providing professional client support while maintaining compliance with industry regulations. Adept at building long-term relationships and delivering financial solutions.

Financial Advisor - Meta heights Capital Financial Services

(2025-08)

• Provide professional advice on medical aid, gap cover, life insurance, investments, and risk products.
• Prepare accurate quotations and product comparisons based on client needs.
• Assist clients with policy administration, underwriting requirements, amendments, and benefit queries.
• Liaise with insurance providers to ensure efficient processing of applications and policy changes.
• Maintain accurate client records and ensure documentation complies with regulatory requirements.
• Build and maintain strong client relationships by providing ongoing service and support.
• Coordinate with internal teams to ensure smooth onboarding and implementation of client solutions.

Personal Risk Advisor - Imas

(2022-08 - 2025-07)

• Assisted clients with policy enquiries, amendments, claims support, and general administration.
• Maintained accurate electronic client records and updated policy information.
• Followed up daily on by applications and provider requests to ensure timely turnaround.
• Delivered excellent customer service while consistently meeting compliance and quality standards.
• Follow up on leads to maintain strong sales momentum.
• Deliver accurate and competitive quotes for both new and existing clients.
• Convert quotations into successful sales, meeting monthly and quality targets.
• Advisory on benefit explanation, underwriting policies, renewing policies and registration or lodging claims.
• Maintain accurate documentation of all interactions.

Social Media Consultant - Discovery Health

(2021-06 - 2022-06)

• Escalated to relevant department administration and client servicing for medical aid, in-house schemes (Netcare, La health and Bankmed)group risk, retirement fund, and investment products.
• Assisted members with benefit queries, claims escalations, billing issues, and benefit failures by liaising with internal departments and external stakeholders.
• Conducted Financial Needs Analyses (FNA) and advised members on medical aid continuation, transfers, and plan upgrades.
• Worked closely with HR and payroll departments to resolve membership and queries.
• Manage record keeping of all communication regarding client and ensured all interactions as per compliance.
• Delivered client support across digital and social media platforms while maintaining excellent service level standards.

Client Relationship Manager - Discovery CST

(2019-01 - 2021-07)

• Managed client portfolios and provided ongoing administrative support for medical aid members.
• Provided advisory to clients with policy continuation, transfers, optional changes, and benefit enquiries.
• Liase with brokers, billing departments, HR teams, and internal stakeholders of an update on the products changes.
• Maintained accurate electronic client records and produced daily operational reports.
• Ensured compliance with medical scheme regulations, internal policies, and service standards.
• Built strong client relationships through responsive, professional, and efficient service delivery.
• Responded to escalated and complex client enquiries, ensuring timely and effective resolution.
• Administer and Managed a portfolio of corporate clients through regular engagement and relationship management.
• Conducted client induction sessions and supported onboarding activities.

Health Advisor - Discovery Connect

(2014-07 - 2018-12)

• Conducted Financial Needs Analyses (FNA) and ensured compliance with FAIS requirements, including Records of Advice (ROA) and statutory disclosures.
• Prepared medical aid, Gap Cover, and related health insurance quotations based on client needs.
• Assisted clients with product selection, policy administration, amendments, and after-sales support.
• Managed objections professionally and resolved complex client queries to improve customer satisfaction.
• Maintained accurate client documentation and ensured compliance with regulatory and company standards.
• Achieved service and sales targets while delivering high-quality client support.

Sales Advisor - Outsurance

(2011-10 - 2014-06)

• Converted telephonic quotes to sales for short-term insurance products.
• Conducted needs analysis prior to quoting, cross-sold complementary products.
• Managed leads from dealership and inbound departments, ensuring timely client follow-up.

Financial Advisor - Momentum

(2011-03 - 2011-09)

• Assisted walk-in clients and conducted telephonic quotes for health plans.
• Converted quotes into successful sales and educated clients on additional benefits.

Retention Specialist - Virgin Mobile

(2010-07 - 2011-02)

• Managed cancellation queries, educated clients on alternative packages.
• Encouraged plan upgrades and followed the order process until completion.
• Reconciled daily orders with warehouse management systems.

Sales & Retentions Consultant - Cell C

(2006-08 - 2010-06)

• Managed contract upgrades, handset orders, and service queries.
• Conducted cold calling, sales, and credit vetting for prepaid clients.
• Provided troubleshooting and resolution for network and service issues.

NQF 5 - Wealth Management - RSC Network

RE5 Certificate - FPI

NQF4 - Short term personal lines

Certificate - Office Administration - Damelin College

Diploma - Fundamentals of Hotel Operation - Damelin College