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CIRRICULUM VITAE

CARMEN GILLMAN

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Name: Carmen

Surname: Gillman

Nationality: South African

Race: White

ID Number: 660**********

Dependents: 0

Contact Number: 071-*******

Marital Status: Married

Highest Standard: Grade 12

National Certificate: NQF 5

Achieved – July 2017

Driver’s License: Code 8

Personal Note:

I have been in the servicing arena since 1997. I am proficient in Risk/Life policies, Domestic unit trusts, Lisp products and Retirement products. 3 P a g e

I consider myself to be an honest and reliable person. I have attention to detail and a sense of urgency with strong organizational skills, I work well under pressure.

I am approachable and I have excellent customer/communication skills, both verbal and written.

I enjoy new challenges and I try to gain as much knowledge as possible in whatever position I am in. I adapt to changes with an open mind. I work well on my own/independently and I work well in teams. Work History

Private: Admin assistant IFA March 2019 –

June 2020 – Contract ended

Client reviews, corporate benefits,

I processed all admin instructions.

NMG/ Morebo: Distribution support, June 2013 -

Feb 2019

Processing all servicing tasks, Section 14

transfers, Preserver transfers, Redemptions,

Disinvestments, Compulsory withdrawals,

switches, Cessions. Document management,

changes of bank account details, name

changes, Annuity draw down options,

beneficiary changes.

Liberty changes loaded via Blue print.

STANDARD BANK/STANLIB:

Wealth Management, July 1997 -

Dec 2012

4 P a g e

Job Title: Client Services Consultant:

Broker Liaison, inbound and outbound

queries and requests via telephone, fax and

e-mail

Quality check controller of all incoming

work in the work-flow queues

Capturing and processing of repurchases.

Manco payments and preparation of the

daily reports

Complex queries – Dealing with all broker

and client queries via fax e-mail and

telephonically.

Analyzing and investigation of any errors

that have occurred, preparing a cost analyses

on a excel spread sheet then referred to the

relevant department for corrective action.

Drafting the apology letter for client/broker

Ensuring feedback is provided on a weekly

basis to brokers/consultants on all existing

and pending cases by ensuring that the

standard SLA is met

Problem solving – taking ownership and

responsibility for own decisions/actions

Printing of statements, commission

statements, tax certificates, Ad hoc business

and welcome letters

Quotations – loading quotes for brokers

I can inter act on all levels in order to obtain

the required result

Consultant – Dealing with walk in clients

and brokers as well as in-house brokers, in

relation to – New applications and servicing

of all after sale products and services.

Verification of FICA documents

5 P a g e

Call Centre – dealing with the broker line,

Mail box, dealing with all incoming e-mail

queries

Resigned Dec 2012

STANDARD GENERAL: Life Insurance – 1987 - June 1997 Administrator Life Risk policies:

Client servicing – All broker and client

queries and requests via fax, e-mail, letter

and telephonically.

Processing of Policy surrenders, Policy

Loans.

Processing of Annuity payments

Capturing and processing of all new bank

account details and bank verification

Printing tax certificates

Maturities on Term and Endowment

policies, preparation of the Maturity letters 3

months in advance to the clients, and

capturing of the payments when due.

Claims - Hospital claims, Death claims,

Disability claims and Dreaded Disease

claims

Cessions – Processing and capturing of

collateral and outright cessions, and liaising

with the various banks regarding the

registration of cessions

Personal changes - name changes, address

changes change of bank account details

Processing of new business applications

Reason for leaving: Standard General in the process of a Merger Employment History: CNA – 1983 – February 1985

Position Held: Assistant Manager-

6 P a g e

General Office duties, Relieving Managers

at Branches, Petty Cash, Daily Banking,

Cashing up Tills, General Staff Meetings

and month end books.

Reason for Leaving: Resigned – expecting

Contact this candidate