Data Entry Team Leader
Resume:
Chauntelle
Latchman
About Me: I am a highly organized, thorough and motivated
professional with solid experience in policy servicing, administration,
Claims assessing and a background in customer service. In my most recent role at Discovery, I was responsible for liaising with members, Brokers and financial planners with regards to queries, servicing requirements and complaints.
I possess an analytical mind, and am very much a Team Player. Education
Matriculated in 1990 at Nirvana Secondary School in Lenasia Certificate of Proficiency in Long Term Insurance
DNA
Skills
Inbound Call centre (Policy servicing on Funeral and memorial policies)
Requesting and verifying Fica documents
Providing Internal and External Client with general Servicing regarding Surrenders, Amendments
Corresponding with clients with regards to repudiations Assessing of Funeral, Credit life Policies
Ex- Gratia Payments
Managing Automated Work system
Correspondence electronic and other
Tracing Policyholders to claim on Memorial Benefits Client Service Intervention
Responding
Anti- Money Laundering
Consumer Protection Act
178 Honeysuckle Avenue
Extension 2
Lenasia
Johannesburg
1827
adztxb@r.postjobfree.com
ersonal Details:
Marital Status:Married
Race : Indian
Gender: Female
Drivers License: Code 8
Programs worked on
Absa Systems: AWD, Phoenix, Mulpas, Alvs and FBSS
Nedbank Systems: Bankers Platform, CMS
Other
Infinity
Momentum Quotes Package
Titan
Astute
Old Mutual Quote Package
Paradigm
Work Experience
Vitality and Discovery Life at Discovery from 1 February 2016 to 7 February 2019
Communications Consultant
Client resolution Consultant
Principal Duties at Discovery Include the following: Assist Vitality and Discovery members with queries both telephonically, online and via Correspondence.
Capturing of data with a high level of accuracy, speed and efficiently.
To ensure that all information captured by the data capturers are accurate.
Update policy records for qualifying clients.
Scan medical details to Paradigm.
Noting Cessions
Policy servicing Quotations
Policy Amendments
Process basic and complex alteration the policies
Contacting Brokers and clients for Disclaimers, Fica documents and other documents relevant to requirements
Validating, accepting and generating alterations
Nedbank Financial Planner from February 2014 to
October 2014 (Contract Position)
Personal Assistant:
Dealing with Investment queries, withdrawals
Correspondence to clients
Frontline Receptionist
PA to Financial Planner
Drawing up FNA, BNA and ROA
General Client Servicing
Interacting with providers e.g. Liberty Life
The Financial Planning Institute of South Africa on a contract basis from September 2013 to January 2014 Member Administration
Member Retention
Debt Collections
Member Recertification (CPD)
Member Query Resolution
Absa Financial Services from September 2002 to August 2011
(Employee no 9030720)
Inbound Call Centre
Policy Services Consultant (Call Centre)
Funeral claims Policy servicing/ claims/ administration Risk Claims Assessor of funeral claims, Credit Life claims and disability claims)
Risk Claims Authorizer
Claims Settlement Officer
Nedbank Group Telephony November 1999 to August
2002
Duties – Switchboard Operator and Corporate Receptionist Perform front desk duties
Handle general enquiries
Data Entry
Transferring of calls
Standard Bank Insurance Brokers(January 1995 to
October 1999)
Duties – Information Management Clerk
Switchboard Operator
Perform front desk duties
Handle general enquiries
Data Entry
Transferring of calls
United/Allied Bank (February 1991 – April 1993)
Duties – Customer Services Clerk
References
Denzil Lewis(Team Leader at Vitality)
adztxb@r.postjobfree.com
Kelly Hagedorn-Hansen (Team Leader at Vitality)
adztxb@r.postjobfree.com
DISCOVERY LIFE
Taren Naidoo (Team Leader at Discovery Life)
adztxb@r.postjobfree.com
o115291628
Victoria Meyer
adztxb@r.postjobfree.com
Contact this candidate