Proven track record in enhancing client satisfaction and training clients on the digital processes at Sanlam, including the successful training on the 2 Pot-retirement system. At PricewaterhouseCoopers, specialized in auditing of Retirement Funds, showcasing strong analytical and relationship-building skills. Fluent in English and Afrikaans, adept at facilitating client meetings and presenting financial reports.
Enhanced client satisfaction by consistently addressing and resolving concerns in a timely manner.
Digital training of the Sanlam employer online tools to new clients.
Assisting members to register and navigate the Sanlam member online tools.
Presenting the relevant administration reports at client meetings.
Training clients on the new 2 Pot-retirement system
Drafting, reviewing and presenting of Retirement Fund quarterly administration reports and annual financial statements.
Specialised in auditing of Retirement Funds at different Insurers.
Fluent in speaking and writing in English and Afrikaans