Itumeleng Thaisi
Disbursements Agent - Section 14
Alberton
Summary
A dedicated, detail oriented and dependable professional with over 10 years of experience working with customers and intermediaries in the financial services business. I have recently obtained a BCom Degree from Regent Business School to expand my knowledge and skills. I am seeking opportunities to advance my career in Human Resource Management, Supply Chain and/or Project Management.
Overview
11
11
years of professional experience
7
7
Certifications
Work History
Disbursement Officer
Liberty Life
Johannesburg
11.2021 - Current
- Preparation and completion of Section 14 out documentation.
- Submission of completed documents to transferee fund Board of Trustees, Valuator and or FSCA.
- Liaison with FSCA, Administrators and Company.
- Preparation of payment schedules for transferee funds.
- Devised and implemented controls and procedures to promote financial accuracy.
- Preparing requests for payments of transfer out
- Preparing and submitting final payment schedules (indicating employee and employer split) and proof of payments to transferee fund.
- Allocating transfer values to member's records.
- Communicating with all stakeholders verbally and in writing.
- Resolving all queries and requests raised by administrators and FSCA.
- Keeping progress reports updated.
Customer Service Agent - Compass SME
Liberty Life
Johannesburg
01.2012 - 10.2021
- Helped over 50 customers per day with positive attitude and focus on customer satisfaction.
- Sought out extra training opportunities to enhance customer relationship management abilities.
- Evaluated customer information to explore issues, develop potential solutions, and maintain high-quality service.
- Ensured effective resolution of clients and intermediary queries within the Service Level Agreement
- Provided accurate and up-to-date product information to customers in line with the product rules, policies and procedures.
- Maintained a positive, effective and efficient customer experience with every interaction.
- Drive accurate tracking and recording of all calls and email correspondence on the relevant systems to facilitate effective reporting and efficient customer service.
- Ensured compliance with Business Unit rules and processes to maintain Company quality standards.
- Followed up on all complaints and queries and provide written and/or verbal feedback to customers.
- Ensured consistent application of TCF and PoPl in every with customers.
- Collaborated with with Escalations and Complaints and the Business Application Support teams to assist where needed, to resolve escalations and complaints.
- Provided departmental training on new processes, systems, product knowledge, etc.
- Trained and mentored new colleagues from the learnership program.
Education
Bachelor of Commerce - Human Resources Management
Regent Business School
Durban 02.2019 - 01.2023
Skills
Data verification
Training and Development
Flexible and Adaptable
Interpersonal Communication
Organization and Time Management
Dependable and Responsible
Data Entry
MS Office
Certification
IT Management
Timeline
Disbursement Officer
Liberty Life
11.2021 - Current
Logistics and Supply Chain Management
12-2020
Digital Transformation
08-2020
IT Management
06-2020
Principles of Learning and Development
09-2019
Successful Presentations for Business
08-2019
Bachelor of Commerce - Human Resources Management
Regent Business School
02.2019 - 01.2023
Customer Service Agent - Compass SME
Liberty Life
01.2012 - 10.2021
Business English
12-2011
Long Term Insurance
12-2011