Summary
Overview
Work History
Education
Skills
Interests
Timeline
Generic

Florence Nosipho Mesele

Retirement Claims Representative/Advisor
Cape Town

Summary

Dedicated Retirement Claims Advisor with experience in processing diverse retirement plan distributions. Known for strong communication skills and a collaborative approach that enhances client satisfaction and streamlines operations.

Overview

13
13
years of professional experience

Work History

Retirement Claims Advisor

July Business Services (American TPA)
09.2025 - Current
  • Responsible for processing a wide range of retirement plan distribution requests, including termination withdrawals, direct and indirect rollovers across qualified plans and IRA accounts, hardship withdrawals, partial withdrawals and death benefit claims.
  • Serve as a primary point of contact for plan sponsors and participants, providing guidance, status updates and resolution of enquiries.
  • Effectively communicate complex retirement concepts and distribution requirements to participants, plan sponsors, and employers in a clear and understandable manner.
  • Collaborate with team members, external recordkeepers and service providers to expedite requests and ensure efficient processing.
  • Ensuring regulatory compliance awareness
  • Delivering excellent client service

Customer Care Representative

Webhelp South Africa
03.2021 - 01.2022
  • Utilized CRM systems to accurately track customer interactions and update account information.
  • Logged call information and solutions provided into internal database.
  • Addressed customer complaints and mitigated dissatisfaction by employing timely and on-point solutions.
  • Contributed to team success, consistently achieving call center performance metrics.

Debt Collector Agent

Sigma ( UK Campaign)
02.2020 - 02.2021
  • Negotiated payment arrangements with clients to resolve outstanding debts effectively.
  • Utilized collection software to track account statuses and manage follow-up communications.
  • Collaborated with team members to develop strategies for improving collection rates.
  • Analyzed customer accounts to identify patterns and tailor collection approaches accordingly.

Customer Service Representative

Odity
01.2019 - 01.2020
  • Managed high-volume calls, ensuring timely response and accurate information delivery to clients.
  • Resolved customer inquiries, enhancing satisfaction through effective communication and problem-solving skills.

Retentions Advisor

EXL
01.2018 - 01.2019
  • Implemented strategic recommendations to enhance client engagement and retention initiatives.
  • Collaborated with cross-functional teams to streamline operational workflows and improve service delivery.
  • Participated in enhancing overall team performance and knowledge sharing.

Customer Service Representative

Webhelp South Africa
03.2015 - 10.2017
  • Collaborated with cross-functional teams to streamline processes, improving overall service efficiency.
  • Analyzed customer feedback to identify trends, contributing to service improvement initiatives.
  • Utilized CRM software for tracking interactions and maintaining detailed records of customer interactions.

Call Center Representative

Merchants
09.2013 - 12.2014
  • Managed high call volumes while maintaining quality service standards.
  • Handled high call volumes, ensuring adherence to quality service standards.
  • Executed process improvements that streamlined call handling efficiency.

Education

High School Diploma -

Rosebank Progress College
Rosebank Cape Town
04.2001 -

Skills

Claims analysis

Claims investigation

Policy interpretation

Insurance policy knowledge

Customer service

Attention to detail

Problem-solving abilities

Time management

Office productivity tools

Excellent communication

Written communication

Teamwork and collaboration

Interests

Reading, cooking, walking, learning new things, going to the beach with my family

Timeline

Retirement Claims Advisor

July Business Services (American TPA)
09.2025 - Current

Customer Care Representative

Webhelp South Africa
03.2021 - 01.2022

Debt Collector Agent

Sigma ( UK Campaign)
02.2020 - 02.2021

Customer Service Representative

Odity
01.2019 - 01.2020

Retentions Advisor

EXL
01.2018 - 01.2019

Customer Service Representative

Webhelp South Africa
03.2015 - 10.2017

Call Center Representative

Merchants
09.2013 - 12.2014

High School Diploma -

Rosebank Progress College
04.2001 -
Florence Nosipho MeseleRetirement Claims Representative/Advisor