Xolile Buthelezi
Financial Advisor
Durban
Summary
Contact Centre Agent supporting customers by resolving 30+ issues per day, logging interactions, and maintaining accurate records in CRM systems. Handles service issues with a steady, customer-first approach while helping protect retention and satisfaction in fast-moving contact centre environments. Builds clear case notes and transaction history that support follow-up, sales handoffs, and quality service.
Overview
8
8
years of professional experience
Work History
Financial Advisor
Old Mutual Head Office
01.2026 - Current
- Managed client records and updated contact information to support accurate account maintenance.
- Handled customer calls professionally, clarified requests, and routed issues to the appropriate follow-up channel.
- Supported account review tasks by checking documentation and preparing information for next-step processing.
- Maintained accurate data entry for customer profiles, account notes, and service updates.
Finance and Claims Administrator
Linova Healthcare, Durban
06.2025 - 10.2025
- Processed [number] claims per day while maintaining accurate documentation and policy compliance.
- Coordinated with internal teams and external clients to settle claims disputes and billing issues efficiently.
- Tracked claims status and customer information in financial software and CRM software with consistent accuracy.
- Applied Microsoft Excel, critical thinking, and adaptability to support claims follow-up and receivables administration.
Data Capturer And Sales Agent
Telkom Direct Store
11.2022 - 08.2024
- Entered and maintained customer information in company databases to support timely access to sales records.
- Assisted customers at the Telkom Direct Store by answering questions and providing responsive sales support.
- Used Microsoft Excel to organize transaction details and keep sales information easy to review.
- Resolved basic billing questions by clarifying account details and guiding customers through next steps.
- Worked with store staff to manage routine follow-ups and maintain accurate customer information.
Sales agent
Outworx
01.2021 - 01.2022
- Built stronger customer interest by explaining product benefits clearly and addressing objections during sales conversations.
- Maintained accurate CRM software records to track customer interactions, follow-ups, and active opportunities.
- Handled inbound and outbound calls with professionalism while keeping conversations focused on customer needs and next steps.
- Supported team goals by staying organized, adapting to changing priorities, and managing time effectively across daily sales activity.
- Used problem solving and teamwork to resolve customer concerns and keep the sales process moving smoothly.
Sales agent
Telkom SMBS
01.2020 - 01.2021
- Negotiated pricing and contract terms to protect profit while moving deals toward closure.
- Built customer relationships to convert interest into sales opportunities and repeat conversations.
- Used CRM software, data entry, and Microsoft Excel to track prospects, follow-ups, and sales activity.
Contact Centre Agent
Aegis Telkom Mobile
04.2018 - 11.2020
- Resolved customer complaints and issues efficiently to strengthen satisfaction and loyalty.
- Recorded customer interactions and transaction details accurately in CRM software.
- Managed customer conversations with clear communication, teamwork, and steady professionalism.
- Applied time management and adaptability to balance varied inquiries in a fast-paced contact centre environment.
- Used critical thinking to interpret customer concerns and guide accurate next steps during each call.
Education
Criminology - undefined
01-2020
Grade 12 - undefined
01-2013
Skills
Time management
Teamwork
Critical thinking
Problem solving
Adaptability
Claims processing
Accounts receivable
Billing resolution
CRM software
Data entry
Microsoft Excel
Collections communication
Call handling
Personal Information
- Date of Birth: 2 January 1995
- Gender: Female
- Nationality: African
- Driving License: Code 10
Timeline
Financial Advisor - Old Mutual Head Office
01.2026 - Current
Finance and Claims Administrator - Linova Healthcare, Durban
06.2025 - 10.2025
Data Capturer And Sales Agent - Telkom Direct Store
11.2022 - 08.2024
Sales agent - Outworx
01.2021 - 01.2022
Sales agent - Telkom SMBS
01.2020 - 01.2021
Contact Centre Agent - Aegis Telkom Mobile
04.2018 - 11.2020
Ridge Park College - Grade 12,
UNISA - Criminology,