Sipho Mmako

• Streamlined policy servicing processes, enhancing accuracy and reducing turnaround time for client requests.
• Facilitated communication between departments, ensuring timely and accurate information flow for policy updates.
• Conducted thorough audits of policy documents, improving compliance with regulatory standards and minimizing errors.
• Managed policy amendments and renewals, ensuring compliance with industry regulations and enhancing client satisfaction.
• Oversaw the processing of policy documentation, which increased operational efficiency and reduced turnaround times.

Identifying and creating sales leads and sales support

Logging any system errors, issues or corrections for the team with our systems department

Maintain 24 hrs. SLA

Driving TCF Principles and service excellence by ensuring 95% accuracy rate

• Developed and implemented customer engagement strategies, enhancing service quality and client retention.
• Analyzed customer feedback to inform process improvements, resulting in increased satisfaction and loyalty.
• Trained and mentored new staff on best practices, fostering a culture of excellence and teamwork.
• Led initiatives to streamline operations, improving response times and optimizing resource allocation.

• Facilitated client onboarding processes, ensuring compliance with regulatory standards and enhancing satisfaction.
• Resolved customer inquiries and issues promptly, improving client retention and loyalty through effective communication.
• Collaborated with cross-functional teams to streamline service delivery, resulting in improved operational efficiency.
• Managed policy updates and renewals, maintaining accurate records and providing clients with timely information.Verify and change client records on Sentrix/Pavlov/silica

Scan and filing documents on systems.

Leads generation for Sales.

Workplace management.

Provide performance statistics.

Policy retentions

Debit order changes and simple changes

Pre -assessing claims

Draw Quotations and do Policy Pay-outs (Sanlam life Legacy and Stratus partial cash withdrawal, Legacy and Stratus surrender and Stratus loan)

Request policy files, interpret and investigate them.

Knowledge of Pension act and Retirement annuity

• Provided exceptional customer service by addressing inquiries and resolving issues promptly.
• Maintained comprehensive knowledge of products to assist customers in making informed decisions.
• Collaborated with team members to streamline processes, improving service delivery efficiency.
• Utilized CRM software to track customer interactions, ensuring accurate and timely follow-up.

• Managed daily administrative operations, ensuring compliance with financial regulations and enhancing workflow efficiency.
• Coordinated cross-departmental communication, facilitating project execution and improving team collaboration.
• Developed and maintained financial reports, contributing to informed decision-making and strategic planning.
• Implemented process improvements for document management, increasing retrieval efficiency and reducing errors.

• Receive and handle policy service requests and walk-In clients inquiries, Draw Quotations and do Policy changes/updates and Identification and referral of leads