Summary
Overview
Work History
Education
Skills
Personal Information
Part Time Employment
Timeline
Generic

Dayne Petersen

Somerset West

Summary

I am a 40 year old male, married, father of two. I am a driven individual who thrives on making a success of everything I am tasked to do. I am motivated and love motivating others to do better and better. I am a fast learner and thrive on problem solving, whether it is in a team or on my own. I believe in self learning and sharing knowledge with others. I believe in first call resolution and minimizing frustration as much as possible for others, be it clients or colleagues. I know that I will add value to your business.

Overview

17
17
years of professional experience
2
2
years of post-secondary education

Work History

Multi Skilled Servicing Professional

Old Mutual Protect
05.2021 - Current
  • Subject Matter Expert for Servicing
  • Assisting customers with enquiries telephonically
  • Processing customer service request via Bizagi, Bancs and CMOS
  • Assisting with complaints escalated by management received from the OMF branches, advisors and customers.
  • Processing of manual payments (MPS) for South Africa and Namibia (Initiator)
  • Assisting team members with technical support on product and system related issues
  • Facilitating newly appointed and current staff member with system and product training.
  • Acts as a mentor to staff when assistance is required.
  • Non-Impact testing for Bancs, CMOS (Deployments), checking if the system is in an operational state.
  • Actively involved in problem solving and selected by management to attend meetings and workshops.
  • Dealing with all money related issues within the OM Servicing team for Old Mutual Protect and communicates outcomes and solution with my team.
  • Liaising with stakeholders to advising on issues experienced with money related cases
  • RPA testing for various transactions and providing sign off
  • Advance knowledge of EMS, Bizagi, CSPortal, Microsoft Suite, My Service, Documentum, CMOS, Nedbank Business App, Standard Business App (Namibia), BANCS, Complaints web service, EBQ, EBA, manual refunds via Bancs and recapture of credit notes for disbursement rejections.

Support Paraplanner

Old Mutual Protect
08.2018 - 12.2020
  • Generate leads for financial advisors
  • Update clients on their portfolios
  • Provide existing clients with factual information on products
  • Inbound and outbound service

Financial Advisor (Direct Financial Advice)

Old Mutual Protect
11.2015 - 07.2018
  • Manage client portfolios
  • Furnish clients with Financial advice
  • Advise clients on all Risk and savings products
  • Inbound and outbound service
  • Arrange for medicals of clients to be done with travelling nurses
  • Case Manage until resolution

Online Support Representative

TFG (The Foschini Group)
03.2010 - 02.2015
  • Logistics (Liased with warehouse and courier company)
  • Provide telephonic and email support to online customers
  • Manage delivery expectations
  • Manage Customer objections
  • Liaise with the courier
  • Inbound and outbound service/sales
  • Mobile Stock acknowledgements on daily basis
  • Provided Management with daily, weekly and monthly stats

Customer Service and Online Reservation agent

Mindpearl
05.2008 - 11.2009
  • Flight reservations wihin the USA only
  • Reissuing of tickets
  • Promoting car rental
  • Support agent for new recruits

Education

Data Analytics and Business Communications

WITS Digital Campus
11.2024 - 05.2025

Mathematics Literacy

INSETA

undefined

School of Online English Teaching
01.2020 - 03.2020

Sport Management

Northlink College (Tyger Campus)
01.2004 - 11.2004

Grade 12 - undefined

Wynberg Senior Secondary
01.2002 - 12.2002

Skills

  • In-depth industry knowledge
  • Technical
  • Communication
  • Customer service
  • Efficient administration

Personal Information

  • Age: 40
  • Number of Children: 2
  • Marital Status: married

Part Time Employment

  • Game Mass Discounters, 03/01/03, 10/31/04, Stock Controller
  • Ratanga Junction, 12/01/04, 12/31/07, Rides host, seasonal
  • Paul Frey & Son, 07/01/06, 01/31/07, Stock Controller, contract
  • Woolworths Head office, 02/01/07, 04/30/07, Data Capturer

Timeline

Data Analytics and Business Communications

WITS Digital Campus
11.2024 - 05.2025

Multi Skilled Servicing Professional

Old Mutual Protect
05.2021 - Current

undefined

School of Online English Teaching
01.2020 - 03.2020

Support Paraplanner

Old Mutual Protect
08.2018 - 12.2020

Financial Advisor (Direct Financial Advice)

Old Mutual Protect
11.2015 - 07.2018

Online Support Representative

TFG (The Foschini Group)
03.2010 - 02.2015

Customer Service and Online Reservation agent

Mindpearl
05.2008 - 11.2009

Sport Management

Northlink College (Tyger Campus)
01.2004 - 11.2004

Grade 12 - undefined

Wynberg Senior Secondary
01.2002 - 12.2002

Mathematics Literacy

INSETA
Dayne Petersen