Phozisa Portia Kosani

-Reviewing applications; customer profiles, Investment and Insurance.
-Interacting with customers by providing good customer service.
-Registering employers on customers profile.
-Verifying employee details according to set rules.
-Timely processing approved claims and payments.
-Attending to enquiries about claims or payments.
-Following up on applications and provide customers with quality information.
-Supervising employees and attending to everyday office needs.

- Providing customer service to clients

- Managing correspondence, maintaining files, and providing general administrative support to the department.

- Capturing and managing data, generating reports, and maintaining accurate records

- Consolidating weekly, monthly and quarterly reports.

- Handling telephone calls, scheduling meetings, and coordinating communication between different departments and stakeholders.

- Capturing and consolidating facility data

- Assisting with facility maintenance and ensuring a safe and functional working environment

Customer Service:

- Handling customer queries, resolving issues efficiently, and ensuring first-time resolution whenever possible.

Operational Support:

- Providing operational assistance to Tellers and other teams, ensuring smooth operations.

- Setting up and maintaining filing systems, managing data entry, and updating records within banking systems.

Compliance and Governance:

- Adhering to legislative requirements, audit requirements, and internal policies and procedures.

Process Improvement:

- Identifying areas for improvement in internal processes to enhance service levels and customer satisfaction.

Reporting and Analysis:

- Providing accurate and timely management information and reports as required.

Relationship Building:

- Cultivating and maintaining relationships with internal stakeholders and service providers.

- Risk Management:

- Identifying and escalating potential risks, and contributing to the mitigation of those risks.

Branch Administration:

- Managing the smooth operations of a branch, leading teams, and ensuring high-quality outputs.