Sinombulelo Jobela
Senior Tender/Risk Quotation Specialist
Peddie
Summary
To efficiently and effectively manage projects, financial planning and coordinate various projects to drive production efficiency and maintaining good working relations. To manage customer service, depart to ensure customer demands and needs are met to ensure customer satisfaction. To be responsible for internal communications in general and to use customer feedback to identify ways of improving service and managing projects.
Overview
13
13
years of professional experience
10
10
years of post-secondary education
Work History
Authorizer/ Administrator
Old Mutual Group (Central Authorising Mutual Park)
Cape Town
05.2012 - 08.2019
- Authorize payments to clients using online and in-house payment systems
- Re-assigning/Referring and conducting follow-ups on queries that is out of scope for team, taking on senior administrator role/ admin specialist
- Ensures controls are applied in line with audit and financial requirements
- Responds to immediate requirements within procedures
- Mailbox coordinator- ensuring that small team comprising of 7 people works out about 500+ emailed cases day to maintain Service Level Agreement
- Continually looks for ways to improve customer experience through streamlining processes leading to improved time standards
- Work according to predetermined processes and standards
- Accountable for service delivery through own efforts
- Make increased contributions by broadening individual skills
- Quality Assurance (Performs quality checks on own and others work)
- Adheres to service and quality standards
- Decision making, high level of technical knowledge
- Responsible for validation and completing all client instructions
- Initiating action and gaining commitment from colleagues
- Act as second in charge or stand in for management
- Collaborates effectively with others to achieve personal results
- Assisted with up skilling and development of new recruits and perform role of mentor and coach ensuring that authorize benefit payment non risk transactions within predetermined parameters
- Assisted other departments when need arises e.g.
- GS enquiries liaising directly with clients, intermediaries and competitors, broadening own individual skill base
- Managed relationships with internal departments, resolve and route queries effectively to ensure customers’ expectations are met and often exceeded e.g
- IMED, GFS, Product Support, Call Centers, Retail Treasury, OMGS Legal Services and including but not limited to Complaints management
- Assisted with scheduling of staff for Saturday work to ensure all of mailboxes are properly manned to maintain SLA
- Worked overtime as and when needed in order to maintain SLA
- Supported and participated in continuous improvement of business by being department’s Recognition Representative
- Strategic data forecast.
Client Service Consultant
Old Mutual Group
Cape Town
02.2011 - 04.2012
- Provides telephonic and face-to-face service to customers and advisors
- Updating client data as per in scope Standard Operating Procedures
- Utilize following systems and applications: Enquiry Management System, Automated Work Distribution, Omunet, MyService and AWD
- Respond to immediate administrative requirements within procedure
- Adhere to business, process, compliance rules and live company values
- Follow standardized processes and provides administrative supporting line with normal business functioning
- Delivers daily production standards and adhere to service and quality standards
- Technical, product and process knowledge equal to Senior Multi-skilled Consultant/Administrator
- Product range: Flexi, Conventional, Annuities, Greenlight, Investment Horizons, Essential Savings, Max Investments, Max Income, Group Schemes and Unit Trust
- Above product knowledge encompasses full bouquet of product offerings including but not limited to retirement fund administration, investment fund administration, pricing of unit trusts, death and disability claims.
Senior Tender/Risk Quotation Specialist
Old Mutual Group (Assurance Policies)
Cape Town
Current - Current
- Ensure that accurate data is received and that discrepancies are identified and explored
- Interpret Client requirements
- Assist in resolving complex and typical cases
- Provide quality service to client/intermediaries
- Provide input for product development
- Be aware of competitors offerings
- In depth analysis and calculation of claims experience
- Respond to problems and high-level enquiries with regards to quotations, terms and conditions, and risk products
- Conform to Service Level Agreements with relevant stakeholders
- Apply mathematical principles and numerical reasoning in Group Risk Assurance context
- Checking quality of all completed work
- Ensure calculations are done accurately, (taking into account benefit design) and accurate rates are set using sound judgement.
Education
Bachelor of Technology Degree Cost Management Accounting - Accounting
Cape Peninsula University of Technology
Cape Town 01.2017 - 12.2017
Certificate in Supply Chain Management -
University of South Africa
Cape Town 01.2015 - 12.2015
National Diploma Cost Management Accounting -
Cape Peninsula University of Technology
Cape Town 01.2008 - 12.2008
National Higher Certificate Accountancy -
Walter Sisulu University
East London 01.2005 - 12.2007
Matriculation -
Breidbach Senior Secondary School
King Williams Town 01.2000 - 01.2004
Skills
Computer skills –MS Office full suite
undefinedCell Phone
073 642 3873/ 073 652 9892
References
- Mrs G Greeff, Team Leader, Old Mutual, +27(0) 82 925 5688
- Mrs P. Rademan, Team Leader, Old Mutual, +27(0) 21 509 8397
- Mrs. S. Jordaan, Team Leader, Old Mutual, +27(0) 21 509 4948
Timeline
Bachelor of Technology Degree Cost Management Accounting - Accounting
Cape Peninsula University of Technology
01.2017 - 12.2017
Certificate in Supply Chain Management -
University of South Africa
01.2015 - 12.2015
Authorizer/ Administrator
Old Mutual Group (Central Authorising Mutual Park)
05.2012 - 08.2019
Client Service Consultant
Old Mutual Group
02.2011 - 04.2012
National Diploma Cost Management Accounting -
Cape Peninsula University of Technology
01.2008 - 12.2008
National Higher Certificate Accountancy -
Walter Sisulu University
01.2005 - 12.2007
Matriculation -
Breidbach Senior Secondary School
01.2000 - 01.2004
Senior Tender/Risk Quotation Specialist
Old Mutual Group (Assurance Policies)
Current - Current
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