Public speaking
Elrize Norris-Cornelius
Client Service Investment Consultant.
Summary
My unique and diversified working history has provided me with the privilege of encountering people from all walks of life and in turn, cultivated excellent interpersonal and relationship building skills driven by deeply set empathy. The focused client service roles within two of the giants in the financial services industry have further enhanced my understanding of the importance of fulfilling my duties and role within a team, to ensure the success of the business. Paired to that, my degree has provided a wonderful framework to hone my people skills, leadership and facilitatory skills as well as my ability to adapt to any situation while innovating and problem solving.
Overview
11
11
years of professional experience
2
2
Languages
Work History
Client Service Investment Consultant
Sanlam Collective Investments
07.2023 - Current
- Acting as the primary point of contact for clients and assisting with their queries, concerns and complaints related to unit trust products and their overall customer experience.
- Liaising with various departments within the business to ensure prompt finalisation of clients' instructions and enquiries.
- Identifying problems and providing solutions by applying critical and innovative thinking.
- Collaborating with peers to provide guidance and support to effectively enact their role and provide accurate service.
Insurance Processing Administrator
GetGo Homeloans
03.2022 - 06.2023
- Fault checking, data-capturing and processing of new business and registrations.
- Requesting cessions and confirmations from the underwriters.
- Issuing client policy documentation.
- Liaising with bond attorneys.
- Requesting and arranging security cessions from various banks.
- Handling client enquiries telephonically and via email.
Home Bakery Owner.
Self Employed
01.2017 - 12.2021
- Ran and sustained a home bakery, baking and decorating specialised cakes during a period of being the primary caregiver for a family member
- Managed day-to-day business operations.
- Developed and maintained strong relationships with clients, resulting in repeat business and referrals.
Client Service Branch Consultant
Old Mutual Head Office
12.2013 - 01.2016
- Consulting with clients and intermediaries regarding all policy and investment related enquiries.
- Central point of escalation for complaints and fraud investigation.
- Assisting different tiers of management with technical queries and complaints resolution.
- Processing disinvestments, maturities, surrenders, funeral claims, refunds, and premium holidays, across multiple business lines.
- Conducting confirmations with investigating detectives and undertakers.
- Initiating the process for disability/death claims, vesting, early retirements.
- Performing general office administration.
- Capturing monthly branch statistics for the Branch manager.
- Assisting with training and mentoring new staff on product rules and processes.
- Collaborated with cross-functional teams to successfully deliver comprehensive solutions for clients.
Education
Bachelor of Arts - English And Sociology
University of South Africa
Cape 04.2001 -
Certificate - HIV/AIDS Care And Counselling.
University of South Africa
Cape Town, South Africa 04.2001 -
Skills
Communication
Interests
Counselling
Philanthropy
Childhood Cancer Advocating
Gardening
References
Charne Schierhout.
Team leader.
Sanlam Collective Investments.
0662058890
Gaylene Mitchell
Supervisor
GetGo Homeloans.
0723382445
Timeline
Client Service Investment Consultant
Sanlam Collective Investments
07.2023 - Current
Insurance Processing Administrator
GetGo Homeloans
03.2022 - 06.2023
Home Bakery Owner.
Self Employed
01.2017 - 12.2021
Client Service Branch Consultant
Old Mutual Head Office
12.2013 - 01.2016
Bachelor of Arts - English And Sociology
University of South Africa
04.2001 -
Certificate - HIV/AIDS Care And Counselling.
University of South Africa
04.2001 -
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