ZIPHO JOZANA
Senior Client Liaison
Cape Town
Summary
Detail-oriented and dedicated claims investigator with over 4 years of experience specializing in Section 37 death claim investigations, beneficiary tracing, and unclaimed provident/pension fund applications.
Holds a Diploma in Business Management and brings a combined 6+ years’ experience in customer-facing roles, including face-to-face and telephonic sales. Strong investigative, communication, and problem-solving skills, with a proven ability to manage sensitive cases with empathy and efficiency.
Passionate about service excellence and maintaining high ethical standards. A committed team player and fitness enthusiast with a disciplined and goal-driven mindset.
Overview
11
11
years of professional experience
Work History
Senior Client Liaison
Sure Data
03.2022 - Current
- Manage and oversee a team handling tracing and claims for retirement fund members.
- Allocate work received from major retirement fund companies (e.g., Liberty, Momentum, Alexander Forbes, SA Quantum, Hollard and NMG) to team members.
- Conduct Section 37C death claim investigations. (Identify & trace dependents or nominees.
- Interviews and discussions with potential beneficiaries.
- Handle and resolve member queries efficiently via phone, email, and other communication channels.
- Liaise with fund administrators regarding claims, investigations, and member benefits.
- Review and verify claim forms and supporting documentation before submission.
- Submit claim forms and invoices to fund administrators.
- Prepare and send monthly progress reports to administrators.
- Schedule and attend meetings with fund administrators and trustees.
- Follow up on claims and investigations to ensure timely resolution.
- Ensure compliance with fund regulations, procedures, and service standards.
Sales Agent Home choice
Home Choice
11.2021 - 01.2022
- Contacted existing and new customers to promote and sell Home Choice products, including blankets, pots, and other household items.
- Assisted customers with product inquiries and provided detailed information to support purchasing decisions.
- Processed sales orders accurately and efficiently.
- Placed orders on behalf of customers and ensured timely follow-up.
- Closed sales by guiding customers through the purchasing process and addressing any concerns.
- Maintained customer records and sales documentation.
- Achieved sales targets through effective communication and customer service.
Sales assistant
Toy’s R us
09.2019 - 06.2021
- Greeting customers and offering assistance.
- Recommending products or
merchandise to help customers - Answering questions and addressing
concerns Informing customers about sales, promotions and policies.
Demonstrating how products work. - Taking payments for purchases and
packaging purchases Stocking merchandise and creating displays
Taking inventory and monitoring sales floor. - Went extra mile to locate merchandise for customers by researching and calling associated retail branches.
Client Liaison Consultant (Intern)
Sure Data
10.2017 - 04.2019
- Contacted members from tracing lists to inform them of their unclaimed benefits.
- Sent claim forms to members via WhatsApp and email.
- Conducted follow-ups with members to ensure forms and required documents were returned.
- Assisted walk-in members with completing claim forms.
- Helped collect, verify, and organise supporting documents for claim submissions.
- Maintained accurate and up-to-date member interaction records.
- Provided administrative support to senior staff in claims and investigations.
Cashier
Checkers
01.2015 - 09.2017
- Meeting customer’s needs, greeting customers, collecting payments,
using scanning devices, answering to customer Answering phone calls
resolving customer queries and complaints. - Helped customers with specific item requests by answering questions and offering knowledgeable product advice.
- Worked overtime shifts to maintain optimal workflow during busy periods or times of unexpected high volume.
- Maintained high productivity by efficiently processing cash, credit and debit payments.
Education
Diploma - Business Management
False Bay College
FishhoekGrade 12 - Accounting
Masiphumelele
Fish HoekSkills
- Communication
- Problem solving
- Microsoft word, Excel, PowerPoint and Pastel
- Took great pride in ensuring positive overall customer experience
- Customer-focused approach to trouble shooting, resolving problems and ensuring repeat business
- Responsible for managing customer expectations in delivering superior levels of service
- One of my skills include answering phone calls and emails
References
- John Wessels 0832552778/ 0217879160 Position- Sales Manager (Checkers)
- Theo Peter 0784558404/0210231902 Position- Management Assistant (Sure
Data) - Douglas Molai 0611942528/ 0872348697 Position- Manager (Toy’s R Us)
- Lindelwa 0799264641/ 0677618211 Position- Team leader (Home Choice)
HOBBIES
- Fitness and running: Regular gym workouts and participating in running events to maintain physical health and discipline.
- Music: Enjoy exploring various music genres and attending live performances, which fuels creativity and relaxation.
Timeline
Senior Client Liaison
Sure Data
03.2022 - Current
Sales Agent Home choice
Home Choice
11.2021 - 01.2022
Sales assistant
Toy’s R us
09.2019 - 06.2021
Client Liaison Consultant (Intern)
Sure Data
10.2017 - 04.2019
Cashier
Checkers
01.2015 - 09.2017
Diploma - Business Management
False Bay College
Grade 12 - Accounting
Masiphumelele
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