Life Insurance Customer Service
Resume:
Thulisile M. Ntetha
********@*****.***
******************@*****.***
**** ******* *******, *******, ****
OBJECTIVE
Seeking a challenging position where I can effectively contribute my skills and ensure my growth through the organization, by giving the best quality service that satisfies the interest of the organization.
PROFESSIONAL EXPERIENCE
LIBERTY LIFE BRAAMFONTEIN (01/09/2016-08/02/2018)
INVESTMENT ADMINISTRATOR (INVESTMENT) RESPONSIBILITIES:
Process part-withdrawals for liberty investment portfolios.
Process surrenders for liberty investment portfolios.
Request tax directives for evolve Retirement Annuity portfolios.
Attend weekly innovation meetings.
Interact with clients (telephonically) to find out how we can improve our process as liberty.
Give feedback to staff members and management on customer service.
LIBERTY LIFE BRAAMFONTEIN (01/06/2015/-31/08/2016)
Project Manager for Tax certificates (TAX AND ACCOUNTING) RESPONSIBILITIES:
Plan and define scope for the certificates to be issued in due time.
Compile process document (Strategy)
Draw a schedule for feedback from team members.
Manage risk and issues
Monitor and report progress (schedule daily meetings)
Control quality
Estimate time
Estimate cost.`
LIBERTY LIFE BRAAMFONTEIN (2012/01–2015/06/01)
FINANCE OFFICER (PREMIUM ADMIN & COLLECTIONS) RESPONSIBILITIES:
Transferring Debit Order Files through Bankserv (Standard Bank) 5 days before the collection date
Assisting in the resolution of all imbalances on the collection files within agreed timeframes.
Generating and submitting Naedo debit orders to the bank
Update successful debit order submissions & investigate rejection reasons.
Download bank statements and analyse transactions to ensure that the correct funds are collected and allocated accurately
Liaise with Bank for queries on bank statement.
Allocation of payment to relevant accounts
Allocation of premiums to relevant policies.
Responsible for unpaid and rejections
Processing special / force debits for missed debits or returned debits
Processing Refunds
Corresponding with customers regarding premium queries etc.
Provides debtors control support to all the internal departments, brokers
Preparing Collection Reports for the Month End
Resolve customer queries and problems within company practice and escalates exceptions.
Annual Tax Project – Test, amend and create Contribution Tax Certificates before
Issuing to SARS and distributing to clients (TAX TESTING ON ALL SYSTEMS. “LIFESTYLE, COMPASS LIBERTY ACTIVE AND CAPITAL ALLIANCE.)
Compile Premium and Loan recons
ADHOC DUTIES AS ASSISTANCE TO TEAM LEADER (DEVELOPMENT PLAN
System administration – Performs basic and complex System testing within business specification
Extract the worksplit and distribute to team members evenly.
Sitting with auditors and ensuring that the audit findings are validated and corrective
Action is taken.
Attend regular project meetings: system, product or process upgrade
Compile Departmental Process Documents to create awareness to the Business
(Internal & External Departments: Intermediaries, Liberty Branches)
LIBERTY LIFE BRAAMFONTEIN (2011/01 – 2011/12)
FINANCE OFFICER – LEARNERSHIP (PREMIUM ADMIN & COLLECTION) RESPONSIBILITIES:
Transferring Debit Order Files through Bankserv (Standard Bank) 5 days before the collection date
Assisting in the resolution of all imbalances on the collection files within agreed timeframes.
Generating and submitting Naedo debit orders to the bank
Update successful debit order submissions & investigate rejection reasons.
Download bank statements and analyse transactions to ensure that the correct funds are collected and allocated accurately
Liaise with Bank for queries on bank statement.
Allocation of payment to relevant accounts
Allocation of premiums to relevant policies.
Responsible for unpaid and rejections
Processing special / force debits for missed debits or returned debits
Processing Refunds
Corresponding with customers regarding premium queries etc.
Provides debtors control support to all the internal departments, brokers
Preparing Collection Reports for the Month End
Resolve customer queries and problems within company practice and escalates exceptions.
Annual Tax Project – Test, amend and create Contribution Tax Certificates before
Issuing to SARS and distributing to clients
Compile Premium and Loan recons
EDUCATION AND PROFESSIONAL TRAINING
BOSTON CITY CAMPUS LEARNERSHIP (2011/01 – 2011/12)
QUALIFICATION: National Certificate: Long Term Insurance
Health care cover in South Africa
Life insurance
The scope of life insurance
Retirement planning : Products of Life insurance and benefits
Impacts on Long term insurance
Law of contract
Customer services in work environment
Ethics
Understanding insurable risk
Disability insurance in the context of
Financial planning
Describe group insured benefits
Compliance and non-compliance
Control of Fraud in Long term insurance
Dread disease products in Wealth Management
NOSA: INTRODUCTION TO SAMTRAC CERTIFICATE (2018 September)
Completed modules:
HSE Management System and Legislation
Foundations of HSE (Occupational Health Fundamentals, Occupational Safety & Environment).
Hazard Identification and Risk Assessment (HIRA).
Documentation and Incident Management
OTHER COURSES ATTENDED OFFERED BY LIBERTY LIFE
Effective Communication Business Writing
TCF TRAINING (TREATING CUSTOMERS FAIRLY)
Basic Financial Statements
Analysis of new developments in Financial Services Industry
Different Insurance Products
Corporate Selection Product description
Introduction to Economics Underwritings
Income Act Tax
Products Offered by Liberty and their ancillary benefits
Capital disability
Dread Disease Claims
Paid-Up Schemes
Introduction to Investment
FUMANA COMPREHENSIVE SCHOOL (2007)
QUALIFICATION: National Senior Certificate
English
Zulu
Fitting and turning
Mathematics N3
Engineering Science N3
Mechanotechnology
Physical Science
SYSTEMS USED
Standard Bank Business Online,
Mainframe – Lifestyle & Liberty Active
Ilanga (Putty)
Compass
FADS
Legow
Workflow
Own Your Life
CPR
JSO
PROJECTS TESTED
Own Your Life Rewards
Workflow implementation of different servers
REFERENCE
Mr. Meshach Brijmohan (Team Leader)
Liberty Life
Tel: (011-***-****/ 084-***-****
Mrs. Rogini Palavar (Manager)
Liberty Life
Tel: (011-***-****/ 082*******
Contact this candidate