Summary
Overview
Work History
Education
Skills
Accomplishments
Timeline
Generic

Xolisa Rangana

Enrolment Consultant
Cape Town

Summary

Dynamic Enrollment Consultant with a proven track record at Moment Metropolitan, adept at optimizing premium cases and enhancing client satisfaction. Skilled in managing time effectively and fostering strong interpersonal relationships, I excel in compliance and quality assurance, ensuring seamless operations and successful outcomes in high-pressure environments.

Overview

20
20
years of professional experience
2
2
years of post-secondary education

Work History

Enrollement Consultant

Moment Metropolitan
Cape Town
09.2009 - Current
  • Handled and completed critical tasks effectively.
  • Assisting with enrollment queries clearing of pending business cases.
  • Optimization of all single premium cases and management of unapplied single premium cases within 30 days from receipt date.
  • Investigating why some single premium cases are not issued and money applied on the case.
  • Working with branches on getting documents on cases which the premium payers are entities which were issued without FIC documents
  • Also assisting clients and branches on refunds on the single premium cases and Annuities when client decide to cancel.
  • Quality accessing FICA and single premium cases
  • Assisting branches with the required Annuities cases documents for unapplied cases.
  • Request finance to allocate and apply monies to client’s policy and it has been QA passed.
  • Worked on a CRF account it was funeral campaign, drawing spread sheet report of the issued and not issued cases on a weekly basis and sending to the manager.
  • Worked on a Ubank account capturing and quality checking documents for the scheme
  • Worked on independent broker cases. Capturing and issuing independent brokers’ business.
  • Worked on testing system when there is a new update before going live.
  • Worked on capturing Get-Go home loan life cover cases and issuing bond contracts.
  • Worked on legacy alterations
  • I have experience on the following systems AWD, BPM, CICS,DMS systems.

Confirmation Clark

Revolve Personal Advisors
Cape Town
07.2005 - 08.2009
  • Soliciting new business through a designated outbound and inbound contact centre managing approximately 30 calls per day
  • Achieving monthly targets set by the company.
  • Ensuring compliance with FAIS, FICA and any other relevant legislation by calling clients after sales have been make to confirm if they understand the policy they have signed up for.
  • Effectively managing work queues, call back diaries and administration duties like confirmation of sales on client via telephone
  • Accurately completing application forms according to set guidelines
  • Sending list of sales to Metropolitan so that clients policy contracts can be sent to them as Revolve was a brokerage company for Metropolitan

Education

FIAS Compliance Credits - FIAS

Damelin
Cape Town
03.2006 - 04.2006

Certificate - IT And Secritarial Studies

Achievers
Cape Town
01.2003 - 12.2003

Matric/ Grade 12 - High School

Joe Slovo Comprehensive High School
Cape Town
01.2002 - 11.2002

Skills

Computer literate and able to navigate most of the systems at the current department

  • Confidence in dealing with people

  • Proven ability to manage time effectively

  • Good interpersonal relations skills

  • Good verbal and written communication skil

  • I'm also part of the DR testers who test company system in preparation of disaster

I have been Health and Safety Rap and First Aider

Teamwork and collaboration

Customer service

Problem-solving abilities

Multitasking Abilities

Adaptability and flexibility

Verbal and written communication

Accomplishments

I was a Health and Safety Officer and First Aider for 11 years in the company. During COVID lockdown employees were taken temperatures before starting their work and I was taking staff temperatures and recording them.

In 2016 I was nominated and awarded the Eagle award, for

AccountabilityVolunteered to be considered to assist with the processing of Ubank business when Group scheme team had challenges coping with their workload. He took it upon himself to monitor the workflow of this queue and distribute work amongst the 3 agents working the Ubank cases. He further volunteered to assist with the project of bank validation.
ExcellenceT
TeamworkWhenever there is a request for ace agents to work extra hours to assist in the issuing of cases he makes sure that he is the first one to arrive in the morning and work until late. He will also show up on weekends to assist despite the fact that it's not his weekend to work.

I have also been nominated for the Mukundi awards for couple of times.

Timeline

Enrollement Consultant

Moment Metropolitan
09.2009 - Current

FIAS Compliance Credits - FIAS

Damelin
03.2006 - 04.2006

Confirmation Clark

Revolve Personal Advisors
07.2005 - 08.2009

Certificate - IT And Secritarial Studies

Achievers
01.2003 - 12.2003

Matric/ Grade 12 - High School

Joe Slovo Comprehensive High School
01.2002 - 11.2002

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Xolisa RanganaEnrolment Consultant