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Manager Life Insurance

Location:
Germiston, Gauteng, South Africa
Posted:
April 20, 2021

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Resume:

CURRICULUM VITAE

PERSONAL DETAILS

Surname

Makaliama

First Names

Bulelani

MR

Postal Address

P.O.Box 9396 Yeoville 2198

Residential Area

**** ** *******, ********** ****

Identity Number

870**********

Email Address

adlt2b@r.postjobfree.com

Contact Numbers

060-***-**** / 072-***-****

SCHOOLING

Highest Standard Passed

Grd 12

Institution

Northbury Park Secondary School

Year Passed

2005

Subjects

• Mathematics (SG)

• Physical Science (sG)

• Biology (SG)

• Geography(HG)

• English(HG)

• Afrikaans(HG)

COMPUTER PACKAGES

MS WORD, MS EXCEL, Internet, E-mail, MS POWERPOINT & INTERNET EXPLORER

Wealth Management

NQF Level 5 (120 Credits Complete) Damelin

Advanced Certified Financial Planning

NQF Level 6 (2018 incomplete) Milpark

Licence

Code 08

CAREER DETAILS

CURRENT COMPANY

Telesure 1Life

EMPLOYMENT DATES

April 2016 till September 2020

PRESENT POSITION

Life and Funeral cover Insurance

PERM/TEMP/CONTRACT POSITION

Permanent position

RESPONSIBILITIES & DUTIES

• Life Insurance and Funeral Cover (Long term insurance)

Funeral Department, Inbound Department and Outbound Department.

• Offer New Policies, Customer service, advice & updating new details

• Handle customer inquiries both telephonically and email

• Follow up customer calls where necessary

• Reaching, exceeding daily and monthly talk time and sales target

PREVIOUS COMPANY

Wesbank BANK

EMPLOYMENT DATES

January 2015 to July 2015

PRESENT POSITION

Customer Service Centre Inbound calls and

KYC Administration, Data Capture and Outbound/Inbound Consultant

PERM/TEMP/CONTRACT POSITION

Temp 7 Month Contract

RESPONSIBILITIES & DUTIES

Customer Service Centre Agent for

Wesbank, VW and Toyota Finance clients

Systems (spif/core, smac, clevva, certrack, interaction telephony)

assisting wesbank client, dealers and FNB employees with wesbank accounts tagging written off/stolen vehicle on smag sending out clients natis documents, quoting settlement amount on core and smac assisting with Balance, installment, interest rate, agreement type, balloon/residual border letters, Capital reduction, Contract extension, Document request Due date change, Manual debit order, Original Natis request, Payment arrangement Refund Settlement quote Insurance written off/stolen Update request Vap enquiry

KYC Administration and Outbound Inbound Consultant

Checking all Wesbank client’s portfolio on OWS, Spif/Core Interaction, then call the client using Dialer to update any details that has changed. Also, on the lookout of any fraudulent transactions (money laundry) and fraudulent documents.

Classification and Validation of High Low Medium Risk Clients

PREVIOUS COMPANY

FIRST NATIONAL BANK

EMPLOYMENT DATES

April 2014 to December 2014

PRESENT POSITION

KYC Administration, Data Capture and Outbound Consultant

Customer Service Inbound Consultant

REASON FOR BEING IN THE MARKET/LEAVING

Contract Ended

PERM/TEMP/CONTRACT POSITION

7 Month Contract

RESPONSIBILITIES & DUTIES

KYC Administration and Outbound Consultant

Checking the FNB clients portfolio on Hogan, Sigma, fireworx and communix then call the client and update his details on the form.

Also on the lookout of any fraudulent transactions (money laundry) and fraudulent documents.

PREVIOUS COMPANY

Clientele life

EMPLOYMENT DATES

February 2012 - February 2014

PRESENT POSITION

Sales consultant

REASON FOR BEING IN THE MARKET/LEAVING

Seeking stability, growth and job security

PERM/TEMP/CONTRACT POSITION

Permanent

RESPONSIBILITIES & DUTIES

• Life, Hospital, Legal & Cancer Cover Policies

• Customer care, service, advice & updating new details

• Handle customer inquiries both telephonically and email

• Long term insurance sales

• Reaching daily and monthly phone time and sales target

PREVIOUS COMPANY

City of Joburg

EMPLOYMENT DATES

October 2011- December 2011

PRESENT POSITION

Admin Clerk for Department of Finance

REASON FOR BEING IN THE MARKET/LEAVING

Contract Ended

PERM/TEMP/CONTRACT POSITION

Three Month Contract

RESPONSIBILITIES & DUTIES

• ANALYZING JOURNALS OF CLIENTS CAPTURING JOURNALS

Arranging files in the filing room according to towns, locations stand number and Document number

REFERENCES

TELEPHONE NUMBER

083*******

TELEPHONE NUMBER

083*******

NAME OF SUPERIOR

Carel Grove

NAME OF SUPERIOR

Miss Hester

DESIGNATION

FNB KYC Project Manager

DESIGNATION

FNB KYC Project Manager

TELEPHONE NUMBER

082-***-****

TELEPHONE NUMBER

+27-11-320-****

NAME OF SUPERIOR

Mr. R Hilligen

NAME OF SUPERIOR

Miss Stephanie Potter

DESIGNATION

City of Joburg Manager

DESIGNATION

Clientele Life Supervisor

TELEPHONE NUMBER

082*******

TELEPHONE NUMBER

NAME OF SUPERIOR

Mr. L Mokhudu

NAME OF SUPERIOR

DESIGNATION

1Life Inbound Manager

DESIGNATION



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