Tshegofatso MCHUNU
CGS PORTFOLIO MANAGER
Winchester Hills
Summary
CGS Portfolio Manager at Coface South Africa, who adapts in client interfacing and contract negotiation. Excelled in relationship building and customer education, enhancing user experience and achieving a high customer satisfaction rate. Proven track record in managing onboarding projects and nurturing client relationships, leveraging strong presentation skills to drive business success.
Overview
9
9
years of professional experience
Work History
CGS PORTFOLIO MANAGER
COFACE SOUTH AFRICA
05.2023 - Current
- Primary point of contact between a Coface South Africa and our Policyholders.
- Developed strong product knowledge to provide informed advise based on individual customer needs.
- Assisted the policyholders with navigating company website and applying for limits/ claims while improving overall user experience.
- Managing and nurturing the relationships alongside the broker's support.
- Following up with customers about resolved issues to maintain high standards of customer service.
- Drafting and issuing contracts for new business and renewals
- Negotiating pricing for renewals.
BUSINESS ENABLEMENT SPECIALIST- ONBOARDING
Coface South Africa
01.2017 - 04.2023
- Worked closely with new business team to create the policy. Creating the onboarding limits, client profiles and providing feedback on all limits progress.
- Managed multiple onboarding projects simultaneously, ensuring timely completion while maintaining high-quality standards.
- Assisting new business to complete and submit required paperwork, set up the policy, and allocating to the portfolio manager.
Education
COMPLIANCE CERTIFICATE - RE 5 FAIS
FSCA
Johannesburg 04.2001 -
Graduate Certificate - Insurance And Risk Management
INSETA
Johannesburg 04.2001 -
Skills
Client interfacing
Timeline
CGS PORTFOLIO MANAGER
COFACE SOUTH AFRICA
05.2023 - Current
BUSINESS ENABLEMENT SPECIALIST- ONBOARDING
Coface South Africa
01.2017 - 04.2023
COMPLIANCE CERTIFICATE - RE 5 FAIS
FSCA
04.2001 -
Graduate Certificate - Insurance And Risk Management
INSETA
04.2001 -
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