Kamogelo Matsepe
Policy Maintenance Agent
14913 Amanzimtoti Street, Protea Glen Ext 16, Soweto,Gauteng
Summary
Skilled Agent experienced in identifying the needs of the client and working to find a solution promptly and professionally. Organized and dependable professional successful at managing multiple priorities with a positive attitude. Willingness to take on additional responsibilities to meet team goals.
Overview
6
6
years of professional experience
4
4
Certifications
4
4
Languages
5
5
years of post-secondary education
Work History
Service Agent - Annuities
Liberty Life Ltd
Johannesburg, Gauteng
01.2020 - Current
- Reinforced established quality control standards and followed procedures for optimal customer interactions
- Enhanced customer satisfaction by addressing and resolving annuity-related concerns promptly and professionally
- Maintained QA rating of 100% for 12 months consecutively
- Commutation and transfer of annuity policies in line with legislation
- Calculations of annuity income to provide accurate feedback to customers
- Applied for tax directive and simulations on commutations of annuities
- Reconciled annuity payments and investigated imbalances on annuity policies.
- Updated policy information to maintain customer records.
- Trained new hires on best practices for annuity sales and product knowledge, increasing overall team productivity
- Developed comprehensive training materials, resulting in improved overall performance among trainees
- Handled sensitive personal data with utmost discretion, adhering strictly to privacy policies
- Collaborated with team members to achieve departmental goals and maintain high performance standards, resulting in effective, efficient and professional service to all our clients
- Managed projects relevant to annuities team to ensure efficient service delivery within agreed timeline
- Collaborated with cross-functional teams on requirement analysis, leading to more effective testing of systems
Payment Services Fixed Term Contract
Liberty Life Ltd
Johannesburg, Gauteng
08.2019 - 12.2019
- Provide support to brokers towards positive resolution to client's queries.
- Apply policy changes accurately as per client's instructions
- Responding to queries timeously and managing workflow daily target.
- Enhanced customer satisfaction by efficiently processing payment transactions and resolving issues.
- Collaborated with team members to identify opportunities for process improvement, leading to enhanced productivity.
- Collaborated with customers to resolve disputes.
Payment Services Intern
Liberty Life Ltd
Johannesburg, Gauteng
07.2018 - 06.2019
- Client personality details maintenance
- Clients Home Affairs verification report
- Annuity payments process
- Developed and maintained relationships with key internal stakeholders
- Generated reports detailing monthly savings for annuities
- Informed clients of policies and procedures
Education
Diploma - Accounting And Finance
University of Johannesburg
Johannesburg 02.2014 - 11.2017
Matric - Grade 12 -
Mphage Secondary School
Tafelkop, Limpopo 01.2013 - 12.2013
Skills
Service Support
Certification
Professionals of the future programme, The Consultant PowerHouse
Hobbies
- Video Gaming
- Tailoring clothes
- DIY projects
Timeline
Intelligent Automation for Banking, Automation Academy by WorkFusion
08-2022
Automating the Business Task (for v. 2.4.2), Automation Academy by WorkFusion
08-2022
Automation Essentials, Automation Academy by WorkFusion
08-2022
Service Agent - Annuities
Liberty Life Ltd
01.2020 - Current
Payment Services Fixed Term Contract
Liberty Life Ltd
08.2019 - 12.2019
Professionals of the future programme, The Consultant PowerHouse
12-2018
Payment Services Intern
Liberty Life Ltd
07.2018 - 06.2019
Diploma - Accounting And Finance
University of Johannesburg
02.2014 - 11.2017
Matric - Grade 12 -
Mphage Secondary School
01.2013 - 12.2013
Similar Profiles
Aminata DialloAminata Diallo
IMI Specialist at Liberty LifeIMI Specialist at Liberty Life
Brighton NdlovuBrighton Ndlovu
Business Analyst at Liberty LifeBusiness Analyst at Liberty Life
Lurene Van RooyenLurene Van Rooyen
Financial Advisor at Liberty Life (South Africa)Financial Advisor at Liberty Life (South Africa)