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
Took great pride in ensuring positive overall customer
experienceCustomer-focused approach to trouble shooting, resolving
problems and ensuring repeat businessResponsible for managing customer
expectations in delivering superior levels of service
One of my skills include answering the phone calls and emailsPerforming data entry and filing tasks for accounts payable, purchase orders, invoicing ,equipment inventory, and confidential employee or departmental files
Receiving, recording, and distributing packages and mailCompiles budget data and maintains financial records as requested
Teamwork and interpersonal skills, customer service skills and problem-solving skills
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