Anke Basson

• Streamlined policy administration processes for enhanced client experience and reduced turnaround times.
• Oversaw premium collections, ensuring timely payments and minimizing outstanding balances from clients.
• Improved customer satisfaction by efficiently processing insurance claims and addressing inquiries.
• Liaised with estimating department to get project-specific quotes from brokers.
• Prepared applications, documents and data to renew insurance policies.
• Verified client information by analyzing existing evidence on file.
• Modified, updated and processed existing policies.
• Put together detailed financial and investment plans for customers.

• Servicing of Discovery Life contracts post issue
• This includes updating of banking details, beneficiary changes, changes of address, increasing and decreasing of benefits, upgrading to new benefits that has been launched, quotes and cessions
• Verify signatures and handwriting
• Call centre support to Discovery Financial Consultants & Discovery Consulting Services & franchises
• Responsible for building and maintaining a long-term relationship with my franchises
• Franchise visits
• Resolving of queries and escalations
• Achievement of service levels and team performance and goals
• Involvement in various department projects
• Ownership and accountability of all telephonic and written queries
• Problem Solving
• Contractual calculations
• All other related Admin queries
• Keeping up to date with Anti Money Laundering processes and the POPI Act.
• Networked with industry professionals to exchange best practice knowledge and stay abreast of latest developments.

• Capturing of all New Business policies for Life, Health, Insure and Invest
• Capturing of all Existing policies for Life, Health, Insure and Invest
• Liaising with clients, Broker Consultants and Brokers
• Scheduling appointments for outstanding Medicals
• Sending Credit reports
• Keeping brokers up to date with changes in the field such as launching of New benefits
• Quotes
• Logging of all amendments of policies such as banking details, beneficiaries, change of address, etc
• Applied performance data to evaluate and improve operations, target current business conditions and forecast needs.
• Devised processes to boost long-term business success and increase profit levels.
• Gathered, organized and input information into digital database.
• Developed effective improvement plans in alignment with goals and specifications.
• Developed and updated tracking spreadsheets for process monitoring and reporting.

Afrikaans, English, Computer Application Technology (30 w.p.m), Business Studies, Home Economics/Consumer Studies, Mathematical Literacy

Subjects – Retail Business Management, English, End-user Computing, Financial Accounting, Business Management, Personal Selling