Fundiswa Jofile
Clients Services Team Leader
Fochville
Summary
Dedicated professional committed to advancing skills and education to enhance capabilities. Eager to secure a permanent role within organization, embracing additional responsibilities and expanding knowledge. Values quality of work and confident in ability to add value to team.
Overview
13
13
years of professional experience
5
5
years of post-secondary education
Work History
Client Services Administrator
Assupol Life
Potchefstroom
09.2014 - Current
- 1. Render client services
- Adhere to client service procedures: maturities, policy contracts, loan applications, cancellations, amendments, financial and general enquiries
- Update client personal details and AIMS notes
- Provide correct and accurate advice to clients on products and services (TCF)
- Inform clients and update changes to their policy (TCF)
- Liaise with relevant departments to gather information to resolve clients' queries
- Maintain required business retention rate
- Handle all complaints and enquiries
- Escalate complaints to Office Manager and Complaints Handling Officer
- Follow complaints procedure
- Handle all incoming calls and walk-in clients
- 2. Administrate Claims
- Verify claims documents as per standard procedure
- Assist clients with the completion of claim forms
- Submit all claims received to Head office
- Submit any outstanding documentation as per Head Office request
- Keep claims register up to date
- 3. Office Administration
- Manage mail and fax
- Prepare statistical reports
- Communicate with office manage with regards to office logistics
Data Capture
Assupol life
Potchefstroom
03.2014 - 09.2014
- Data Capturing
- Process and administrate application forms
- Check and validate application forms for quality control
- Follow the capturing procedure
- Send incomplete applications back to Office Managers
- Process application form on system
- Follow up on outstanding documentation with Office Manager
- Liaise with New Business department on outstanding and provide feedback to Office Managers
- Email scanned successful application forms to New business department
- Capture a minimum of required
Administration
JSM & Techno Wise IT Forensic
01.2013 - 11.2013
- Reason for leaving: Contract ended
General Administration
AngloGold Ashanti Gold Mine
01.2012 - 07.2012
- Reason for leaving: Contract ended
Education
High School Attended - English, Afrikaans, Biology, Mathematics, Physical Science, Business Economics
Astra College
Johannesburg 01.2006 - 11.2006
Certificate in Marketing - Computer, Basic Business Communication, Business Behavior Skills, Introduction to Selling Skills, Introduction to Economics, Introduction to Consumer Behavior, Introduction to Customer Service, Marketing, Introduction to Entrepreneurship, Introduction to Marketing Communication, Introduction to Selling Dynamics
Tshwane University of Technology
Pretoria 02.2007 - 10.2007
Programme in Human Resource Management - The Human Resources Function, Labour Relations, Training and Development, Human Relations
Unisa
Pretoria 01.2020 - 11.2020
NQF Level 4 Long Term Insurance -
Trainsure
Pretoria 04.2019 - 01.2021
RE5 -
Moonstone
Pretoria 02.2021 - 02.2021
Class of Business -
Growth in Motion
Pretoria 01.2021 - 01.2021
NQF Level 5 Generic Management -
Graduate Institute of Financial Science
Johannesburg 08.2023 - 08.2024
Skills
Career Aspirations
I aspire to be permanently employed in a position where I can use my skills within the organization. It is my intention to further my studies that will enable me to improve my skills. I believe I am ready to accept more responsibilities assigned to me and learn more. I am diligent worker who takes pride in her work and as sure, that I can make a positive contribution to your company.
Personal Information
- ID Number: 8604130634083
- Health Status: Excellent
- Criminal Record: None
- Gender: Female
- Nationality: South African
- Driving License: Code 8
- Marital Status: Single
Timeline
NQF Level 5 Generic Management -
Graduate Institute of Financial Science
08.2023 - 08.2024
RE5 -
Moonstone
02.2021 - 02.2021
Class of Business -
Growth in Motion
01.2021 - 01.2021
Programme in Human Resource Management - The Human Resources Function, Labour Relations, Training and Development, Human Relations
Unisa
01.2020 - 11.2020
NQF Level 4 Long Term Insurance -
Trainsure
04.2019 - 01.2021
Client Services Administrator
Assupol Life
09.2014 - Current
Data Capture
Assupol life
03.2014 - 09.2014
Administration
JSM & Techno Wise IT Forensic
01.2013 - 11.2013
General Administration
AngloGold Ashanti Gold Mine
01.2012 - 07.2012
Certificate in Marketing - Computer, Basic Business Communication, Business Behavior Skills, Introduction to Selling Skills, Introduction to Economics, Introduction to Consumer Behavior, Introduction to Customer Service, Marketing, Introduction to Entrepreneurship, Introduction to Marketing Communication, Introduction to Selling Dynamics
Tshwane University of Technology
02.2007 - 10.2007
High School Attended - English, Afrikaans, Biology, Mathematics, Physical Science, Business Economics
Astra College
01.2006 - 11.2006
Similar Profiles
Palesa ThwalaPalesa Thwala
Administrator: Quality Assurance: Business Retenti at Assupol LifeAdministrator: Quality Assurance: Business Retenti at Assupol Life
PALESA BILLYPALESA BILLY
Branch Consultant /Senior Financial Advisor at ASSUPOL LIFEBranch Consultant /Senior Financial Advisor at ASSUPOL LIFE
Elizabeth NgatiaElizabeth Ngatia
Sales Agent at Assupol LifeSales Agent at Assupol Life
Motshidis Juliet TjelaMotshidis Juliet Tjela
Receptionist manager at Assupol lifeReceptionist manager at Assupol life
RUAN BRITSRUAN BRITS
Senior Risk & Safety Management Executive at Runic Consulting and ProjectsSenior Risk & Safety Management Executive at Runic Consulting and Projects