THATOHATSI MACHABA

• Identify and convert new business leads, ensuring client satisfaction and adherence to company processes.
• Streamline workflows to reduce administrative burdens on Testamentary specialists.
• Mentor junior agents to improve administrative and client service performance.
• Support client documentation processes and followed up with clients and brokers.
• Ensure that all documentation complies with legal, regulatory, and company requirements.
• Prepare, process, and manage all client-related documentation and compliance paperwork.
• Act as a liaison between the sales team, internal departments, and external stakeholders.

• Delivered multi-channel client support via phone and email, ensuring accurate documentation.
• Handled escalated client issues while maintaining compliance with company policies.
• Assisted in the development and implementation of administrative service protocols.

.answer and direct phone calls professionally

.Manage front desk area-clean and tidy

.maintain office supplies-odering and stocking

.Data entry and filling accurately and timely

.Support staff with admin task as needed

• Contact debtors via email, phone to recover debt
• Negotiate payment plans and settlement with clients
• Update account records and database correctly
• Handle dispute and handle customer disputes
• Meet monthly collection and targets
• Maintain collection of debtor collection
• Collaborate with legal teams for court actions when necessary

• Respond to customer queries via email, phone, chat
• Provide product /service information accurately
• Process order and returns according to policy
• Escalate complex issues to supervisor/teams