Trusha Peritam
Pricing Specialist
Lenasia
Summary
Enthusiastic and self-motivated professional with a strong focus on organization and detail, adept at grasping new concepts and delivering effective solutions to complex problems. Demonstrates exceptional initiative and consistently meets tight deadlines while maintaining high performance under pressure. Proven ability to manage multiple priorities with a positive attitude and a willingness to take on additional responsibilities to achieve team objectives. Extensive experience in the quoting industry, skilled in managing quote processes, ensuring accuracy, and utilizing strong client communication and data analysis skills to exceed expectations and uphold high standards of work quality.
Overview
37
37
years of professional experience
12
12
Certifications
1
1
Language
Work History
Pricing Specialist
Liberty
Johannesburg
01.2020 - Current
- Streamlined pricing processes to improve efficiency and ensure accuracy of all financial data.
- Managed a cross-functional team responsible for developing an innovative dynamic-pricing system that boosted sales performance significantly.
- Implemented new software systems for improved management of price lists and quotations, increasing team productivity.
- Provided training and support to junior team members, ensuring they were equipped with the necessary skills and knowledge to succeed in their roles as pricing specialists.
- Developed customized pricing solutions to meet unique client needs, fostering long-term business relationships.
Senior Retirement Funds Administrator
Liberty (Fedsure /Investec / Liberty)
Johannesburg
12.2009 - 12.2019
- Working in the Pension Funds administration department performing various administration tasks as listed below. These duties also included checking the tasks of the junior administrators.
- Member maintenance and queries
- Anniversary Processing
- Processing and payment of claims
- Customer service, client interaction
- Fund updates and Audits
- Credit Control
- Escalation resolution
- Processing scheme and member reconciliations
- Clearing of Suspense and Payer account
- PFA Queries
- Attend to queries – both written and telephonic
- Preparation of Benefit Statements
- Preparation of admin Year End data
- Fund Terminations, broker changes
- Claims
- Wrap Ups done for the liquidation team (data checks)
- Assisting with on-the-job training on difficult tasks to staff
- I was an acting team leader. No longer one due to the change in structure (Fedsure and Liberty). Duties included monitoring staff work and performance, and guiding staff where needed. Compiling reports iro work done and the outstanding work.
- Currently 2IC
- Moved to Risk Pricing Team Liberty Africa, 01/01/2020. Risk Quotations.
- Processing Quotes timeously.
- Ensuring quotes and documentation are compliant with the rules and regulations of the different countries.
- Assist with training on quotes process.
- Prepare documentation for the facilitation of discounts from the committee.
Supervisor
Momentum (Southern Life then sold to Momentum)
Johannesburg
04.1989 - 11.2009
- Supervisor performing the various Functions. Worked 6 years in the Financial Accounts department and thereafter in the Pension administration team. My duties included performing the tasks in the finance team and checking them.
- Fund Accounts – Reconciliation of accounts
- Credit Control
- Preparing and dispatching Fund Statements.
- Yields
- Audit Certificates
- Processing Journals
- Banking
- Administration
- Processing of New Entrants
- Withdrawals
- Retirements
- All Disability claims ie ISS and Capital disability claims
- Death & Funeral Claims
- Salary Increases
- General Queries
- Revisions
- Terminations
Education
Bcom Law - Law And Business Management
Unisa
Pretoria09.2016
Senior Certificate -
Lenasia Secondary School
Lenasia01.1988
Skills
- Processing of Terminations
- Resolution
- Claims Processing
- Anniversary processing
- Scheme & Member Reconciliations
- Maintain Customer Relations
- Microsoft PowerPoint
- General Pension Fund Administration
Teamwork and collaboration
Problem-solving
Client relationship management
Microsoft office
Product pricing
Microsoft Excel expertise
Certification
UCT - Compliance Management Certificate
References
- Shinaz, Naidoo, Mrs, 011 408 8896
- Asheeqah, Isaacs, Mrs, 011 408 1187
Timeline
Pricing Specialist
Liberty
01.2020 - Current
Senior Retirement Funds Administrator
Liberty (Fedsure /Investec / Liberty)
12.2009 - 12.2019
Supervisor
Momentum (Southern Life then sold to Momentum)
04.1989 - 11.2009
Bcom Law - Law And Business Management
Unisa
Senior Certificate -
Lenasia Secondary School