Summary
Overview
Work History
Education
Skills
Personal Information
Timeline
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Robyn Rose Cloete

Robyn Rose Cloete

Administrator
Kenwyn

Summary

Highly experienced administrative and client service professional with a strong background in the financial services sector, including over a decade at Sanlam Life. Notably served as a Death Claims Specialist, where she managed the end-to-end processing of death claims with a focus on compliance, legal assessment, and client support. Skilled in claim investigation, stakeholder liaison, and preparation of recommendations for claim outcomes. Recognized for professionalism, discretion, and the ability to navigate complex cases with empathy and efficiency. Brings a proven ability to streamline processes while maintaining accuracy and regulatory adherence.

Overview

24
24
years of professional experience
4
4
years of post-secondary education
2
2
Languages

Work History

PERSONAL ASSISTANT AND ADMINISTRATOR

P Jacobs Cartage
Cape Town
03.2022 - 08.2024
  • Provided comprehensive administrative support to the business owner, ensuring smooth daily operations in a fast-paced logistics environment.
  • Handled confidential correspondence, scheduled meetings, and managed calendars for the business owner, contributing to efficient time management and task prioritization.
  • Maintained accurate filing systems (both digital and physical) to ensure ease of document retrieval and compliance with record-keeping standards.
  • Assisted in the preparation of reports, quotes, invoices, and other business documentation, enhancing workflow and client satisfaction.
  • Acted as a liaison between the owner and external stakeholders including clients, suppliers, and regulatory bodies.
  • Oversaw inventory records, equipment dispatch schedules, and delivery coordination to support logistics operations.
  • Managed general office duties such as answering calls, responding to emails, and handling walk-in clients with professionalism and a customer-centric approach.
  • Supported bookkeeping tasks, including data entry, basic reconciliation, and coordinating with external accountants as needed.

DEATH CLAIMS SPECIALIST

Sanlam Life
Cape Town
02.2019 - 03.2022
  • Handled full lifecycle of death claims, from document collection and verification to final approval and payment processing.
  • Assessed claims for legal validity, fraud risk, and premium compliance, providing recommendations to management.
  • Liaised with beneficiaries, legal advisors, and internal teams to resolve queries and ensure accurate claim outcomes.
  • Prepared and finalized claims files for approval, including payout or decline decisions with supporting documentation.
  • Managed reinvestment of proceeds and coordinated with Actuarial, Legal, and New Business teams for complex cases.
  • Delivered empathetic and professional service to clients during sensitive circumstances.

CUSTOMER CARE REPRESENTATIVE (CCC)

Sanlam Life
Cape Town
06.2005 - 01.2019
  • Delivered frontline service to clients and advisors, resolving queries and processing policy updates efficiently.
  • Handled requests related to debit orders, personal detail changes, and policy quotations (loans, withdrawals, surrenders).
  • Maintained accurate client records and ensured timely resolution of service requests via phone and email.
  • Collaborated with brokers and internal teams to manage advisor assignments and client policy data.
  • Supported client retention through high-quality service, issue resolution, and identifying opportunities for new business.

FLOOR ASSISTANT

FIRST RAND BANK
Cape Town
01.2005 - 04.2005
  • Assisting clients in the bank with General Enquires
  • Accurately captured and processed new information
  • Maintained organized digital and physical records to support efficient account management and customer service.

DATA CAPTURER

FOSCHINI
Cape Town
06.2003 - 02.2004
  • Accurately captured and processed new customer account applications, ensuring compliance with internal and regulatory requirements.
  • Verified application details and supporting documentation to maintain data integrity and reduce processing errors.
  • Maintained organized digital and physical records to support efficient account management and customer service.

SALES ASSISTANT

STARBOARD CRUISE SERVICES USA
Cape Town
09.2000 - 06.2003
  • Delivered exceptional retail service aboard international cruise ships, specializing in luxury product sales across jewelry, apparel, and duty-free liquor departments.
  • Assisted a diverse, global clientele with product selection, upselling, and personalized recommendations to drive revenue.
  • Maintained high merchandising standards and ensured displays were consistently aligned with brand guidelines.
  • Processed transactions accurately and efficiently in a fast-paced, high-volume retail environment.
  • Participated in inventory control, stock replenishment, and visual merchandising to support sales performance and onboard promotions.

Education

No Degree - Matric

Livingstone High School
Cape Town, South Africa
01.1991 - 01.1995

Skills

Calendar management

Client relations

Customer service

Strong communication skills

Time management

Event planning

Administrative support

Microsoft office proficiency

Multitasking and organization

Personal correspondence

Database entry

Strong work ethic

Dedicated team player

Personal Information

Date of Birth: 09/30/77

Timeline

PERSONAL ASSISTANT AND ADMINISTRATOR

P Jacobs Cartage
03.2022 - 08.2024

DEATH CLAIMS SPECIALIST

Sanlam Life
02.2019 - 03.2022

CUSTOMER CARE REPRESENTATIVE (CCC)

Sanlam Life
06.2005 - 01.2019

FLOOR ASSISTANT

FIRST RAND BANK
01.2005 - 04.2005

DATA CAPTURER

FOSCHINI
06.2003 - 02.2004

SALES ASSISTANT

STARBOARD CRUISE SERVICES USA
09.2000 - 06.2003

No Degree - Matric

Livingstone High School
01.1991 - 01.1995
Robyn Rose CloeteAdministrator