Summary
Overview
Work History
Education
Skills
Certification
Pension Rampyapedi Manager :0835034786
Timeline
Generic
Lebogang Ramaro

Lebogang Ramaro

Soweto

Summary

Career Summary I have 4 years’ experience within the banking industry and I have 7 years of experiece in employee benefits ,the roles I have filled are Currently understands sales and customer service standards,Providing product information regarding clients benefits ,eg Life covers ,section 14 Transfers ,process pension claims ,divorce ,section 37C, Section 37D ,guarantees or collateral certificates etc. I know

how to deal with customers and resolve theirs queries within SLA. And the importance of following procedure and generating revenue and being efficient in what I do. I Adapts easily, and performs well under pressure. I’m Passionate about people, very optimistic and take decisive action. Someone who establishes and maintains relationship at all levels. Diplomatic, Tolerant and helpful to those in need of assistance With my proven commitment to delivering the highest level of personal assistance, I am well prepared to extend my record of exceptional service to you in this role. I welcome the opportunity to discuss this position and my qualifications with you further. Thank you for your consideration. Sincerely, Lebogang Ramaro

Overview

11
11
years of professional experience
1
1
Certification

Work History

Claims Clerk processor

Sanlam Wealth Smith
- Current
  • Process section 14 transfer
  • Acknowledgement/Confirmation of new claim registration to Broker
  • Process transfers to retirement annuities, Pension or Provident preservation Funds
  • Process normal or early retirement claims
  • Process divorce order claims
  • Process tax applications and explain regarding implications or advantages.
  • Explain to the customers or members of the fund about their benefits
  • Process withdrawals, resignation and retrenchment claims
  • Filing/Archiving
  • Knowledge of Section 13A
  • Assist clients with collaterals(surety for bonds )
  • I work as a call centre agent and make sure answer the phone within the SLA.
  • Offer client excellent customer service and assist them efficiently by attending to any queries or related issues in the fund
  • Liaise with brokers, administrators, underwriting and other relevant parties to the claims process, building a strong and effective professional relationship

Administrator

Alexforbes
05.2023 - Current
  • Managed daily administrative tasks to ensure smooth office operations.
  • Assisted in scheduling meetings and coordinating travel arrangements for team members.
  • Maintained organized filing systems for efficient document retrieval and storage.
  • Supported the onboarding process by preparing new hire documentation and training materials.
  • Streamlined invoice processing, reducing average payment turnaround time.
  • Provided exceptional customer service to both internal and external stakeholders through prompt response times and thorough issue resolution efforts.
  • Process section 14 transfers.
  • Create guarantee certificates for clients.
  • Process and Pay resignation ,retrenchement and dismissal claims within the SLA.
  • Call center operator.
  • Assist management with autdits.
  • Prepare Rot's and send them to the receiving fund.
  • Process and pay divorce claims.
  • Assist with processing death claims.
  • Assist with processing funeral claims.

Administrator: Employee Benefits (Claims processor)

Absa Bank
12.2017 - 04.2018
  • Build a network in the Pension Fund environment through interaction with Consultants/Brokers/Funds
  • Market new Funds through the existing Consultant/Broker Portfolio as well as new Brokers by preparing presentations to the Board of Trustees, the Sub Committees
  • Maintain and build relationships with existing internal clients and other relevant divisions within Absa Group.
  • Keep abreast of changes in the Pension Funds environment in terms of Companies and Funds merging and changing.
  • Market Absa Umbrella products at every possible opportunity at the various conferences and other related industry events
  • Adhere to ABSA compliance requirements and industry related legislations
  • Ensure Compliance with the legislation regulating the ACA environment
  • Manage and facilitate annual funds activities. To prepare admin reports where member stats will be part of the report and detailed explanation of the members and outstanding matters.
  • Load new pensioners and changes on the Vision system make sure Vision is update with member details.
  • Pay rejections and third parties and reconcile payments
  • Do monthly audit preparation. This is for Finance administrator

Foreign Exchange Consultant

Bidvest Bank
01.2015 - 01.2017
  • Process telegraphic transfer transaction.
  • Process investment accounts.
  • Buy and sell Foreign Exchange Products and insurance products.
  • Opening and closing Bidvest bank accounts and travel accounts.
  • Making sure the branch operates effective as expected by the manager.
  • Complete Daily Day –Ends, Test Alarms, cameras and keep all files up to date.
  • Process Money Gram and Western Union transactions. Process traveler’s cheque transactions.
  • Provide issue resolution to clients, distributors, and internal staff via the support lines - phone, email, and chat
  • Conduct extensive research; troubleshoot complex data and product technical issues; perform diagnostics
  • Assist Product Leads in the resolution of complex client questions based on the S&P Capital IQ product offering
  • Document clients concerns and ultimate resolution to ensure all Product Consultants share current and accurate information for subsequent client questions
  • FOREX

Education

Occupational Certificate :Employee & Pension Fund Advisor - Employee Benefits

APEXU
Sandton
11.2024

Certificate - Understanding Diversity

Vuka Perceptum
Johannesburg
03.2015

Matric Certificate - Life Orientation, Afrikaans, English, Economics, Accounting, Mathematics, Business Management Studies

Chris J Botha Secondary School
01.2009

Skills

  • Knowledge of Company brand, market positioning, Mission, Vision & Values
  • Relevant regulatory requirements affecting the business: FICA, FAIS,FSCA
  • Knowledge of Audit requirements
  • Knowledge of Company generic policies and procedures
  • Knowledge o
  • Fraud Awareness knowledge
  • Knowledge about security policies, storage and usage of critical and confidential information
  • Ability to identify & react to risk situations
  • Knowledge of the features & benefits of products
  • Excellent communication skills, especially verbal
  • Ability to work accurately with figures
  • Knowledge of the pricing model for products
  • Knowledge of the various Customer Segments and service standards
  • Ability to provide good customer service to all clients equally
  • Treating customers fairly
  • I am a team player and share constructive ideas in the team
  • I Communicate better and effectively with my team mates and seniors
  • I am patient and understanding with customers
  • I am productive ,active very helpful
  • I understand telephone etiquette and worked as a call center agent

Certification

  • National Certificate in Banking level 4 (Bank Seta)
  • Customer Service certificate
  • Around the World Certificate(learned most used currencies of the world )
  • Currently studying RE5 course with Apexu academy on behalf of moonstone college
  • Occupational Certificate: NQF5 Employee &Pension fund Benefit advisor.

Pension Rampyapedi Manager :0835034786

Pension, Rampyapedi, Manager, 0112861362

Timeline

Administrator

Alexforbes
05.2023 - Current

Administrator: Employee Benefits (Claims processor)

Absa Bank
12.2017 - 04.2018

Foreign Exchange Consultant

Bidvest Bank
01.2015 - 01.2017

Claims Clerk processor

Sanlam Wealth Smith
- Current

Occupational Certificate :Employee & Pension Fund Advisor - Employee Benefits

APEXU

Certificate - Understanding Diversity

Vuka Perceptum

Matric Certificate - Life Orientation, Afrikaans, English, Economics, Accounting, Mathematics, Business Management Studies

Chris J Botha Secondary School

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