Summary
Overview
Work History
Education
Skills
REFERENCE
Certification
Languages
Timeline
Generic
Stephanie Jade Ontong

Stephanie Jade Ontong

Mitchells Plain

Summary

Dynamic client services professional with a proven track record at Assupol Life, excelling in conflict resolution. Adept at processing insurance claims and enhancing client retention through effective communication. I consistently deliver results that improve service quality and client satisfaction. Proven abilities in coordinating administrative tasks, streamlining operational efficiency and delivering high-quality service. Skilled Support Broker with background in coordinating and providing comprehensive services to individuals requiring assistance. Strengths include strong communication skills, ability to manage documentation and reports effectively, and consistent commitment to client-centric service delivery. Previous work has contributed significantly towards improving the quality of life for clients by identifying appropriate resources and facilitating access to necessary support services.

Overview

8
8
years of professional experience
1
1
Certification

Work History

ZA

Assupol life
Cape Town
06.2022 - Current
  • Maintained accurate client personal details within systems for seamless service delivery.
  • Broker and administrative support duties for reps and brokers to ensure they deliver excellent service to their clients.
  • Furnished clients with comprehensive policy documents detailing benefits and procedures.
  • Advised clients on cancellation processes while proposing alternatives to retain policies.
  • Managed complaints effectively, escalating unresolved issues to appropriate personnel.
  • Capturing of claims: death claims, withdrawals, and retirement and annuity.
  • Facilitated various claims processes, ensuring timely submissions to Head Office.
  • Maintained claims register and updated documentation as per requests from management.
  • Performed office administration duties, including preparing statistical reports weekly and monthly.
  • Encouraged client participation in surveys to enhance service feedback.
  • Processed insurance claims using proprietary software systems and established protocols.

ZA

Optivest Health Services
Cape Town
03.2021 - 05.2022
  • Retaining terminated and suspended clients, either with their medical aid, gap cover, health insurance, or in-house open products.
  • Requesting EFT payments or force-debit orders.
  • Assisting with the termination of membership and the termination of dependents.
  • Assisting with the addition of dependents.
  • Assisting with replacement products or option changes.
  • Reinstatements of memberships and changes of inception dates.
  • Requesting payment arrangements and income declarations.
  • Submitting claims to relevant departments.
  • Administrator duties:
  • Loading of retention leads.
  • Checking for duplicates.
  • Allocation leads to my team.
  • Submitting daily stats.
  • Answered incoming calls and responded to customer inquiries.

ZA

Bestmed Medical Scheme
Cape Town
11.2019 - 01.2021
  • Assisted with the completion of membership applications.
  • Adding dependents.
  • Membership terminations.
  • Uploading and processing of applications.
  • Requesting outstanding information, supporting documents, and EFT payments.
  • Allocating leads to sales consultants.
  • Assisting potential clients with any information regarding the plan they have chosen.
  • Loading leads received from the website and different departments.
  • Allocation leads, and checking for duplicates.
  • Sending out daily stats to management with regard to data analysis.
  • Sending stats to the team with regard to daily sales.
  • Reason for leaving: Contract ended.

ZA

Compare Guru
Cape Town
01.2018 - 05.2019
  • Conducted comparisons of car, home, and life insurance policies to identify optimal options.
  • Executed cold calling campaigns to generate new leads for insurance products.
  • Facilitated transfer of warm leads to advisors for enhanced conversion opportunities.

Education

High School -

01/2014
01.2014

Short Office - Admin Course

01/2016
01.2016

Skills

  • Communication skills
  • Conflict resolution
  • Team building
  • Leadership
  • Policy documentation
  • Administrative support
  • Time management
  • Problem solving
  • Attention to detail
  • Service delivery

REFERENCE

Assupol Life

Cynthia Braaf (Manager)

(063) 127 5243

Optivest Health Services

Teresa Sullivan, manager

 (071) 180 6203

Bestmed Medical Scheme

Siviwe Wasa (Team Leader)

(061) 454 7982

Compare Guru 

Travys Wilkins (CEO)

(082) 577 8544

Certification

  • RE5 (Regulatory Examination)
  • Class of business 1 (COB1) short-term insurance
  • Class of business 3 (COB3) long-term insurance
  • Class of Business 7 (COB7) Investments
  • Class of Business 9 (COB9) health services benefits
  • Class of business (generic)
  • FICA awareness
  • NQF 4 long-term insurance (still in process)

Languages

English
First Language
Afrikaans
Intermediate (B1)
B1

Timeline

ZA

Assupol life
06.2022 - Current

ZA

Optivest Health Services
03.2021 - 05.2022

ZA

Bestmed Medical Scheme
11.2019 - 01.2021

ZA

Compare Guru
01.2018 - 05.2019

High School -

01/2014

Short Office - Admin Course

01/2016

Similar Profiles

CREATE PROFILE
Stephanie Jade Ontong