Manage and prepare responses to OIA requests, Privacy
Act Requests, Ombudsman and Privacy Commissioner enquiries and correspondence for the Chief Executive - Analyse and report on issues contained in correspondence and other requests for information - Provide analysis and advice on requests, and consider risk management issues - Assist in the preparation and management of appropriate and legally sound responses - Providing support to our external Contact Centre as needed
Liaising with internal stakeholders - Help educate customers on the claim and/or document request process, how to access key resources and information, and provide status updates on their claims
Manage and prepare customer responses to 10-25 emails daily, completing any work/requests as required within theday SLA
Research, identify, and resolve customer complaints - Ensure all tasks assigned to me are completed in a timely manner and within the allocated time frames for completion meeting all KPIs across all work streams
Claim reopens – Assess eligibility for the claim review process and accurately collect relevant information for the claim reopen process
(Including NZCRS claims via iViis system) - Legal document processing - Develop and maintain appropriate levels of understanding of all processes and procedures within the customer service and Official Information Act space
Assist customers with any enquiries/requests across all inbound communication channels
Ensure all tasks and case file actions are documented and noted clearly and correctly
Ensure all correspondence with the customers is correct, appropriate and falls in line with processes and procedures adhering to the Privacy Act 2020
Document and collect data from multiple platforms/software as part of the request for information and claim review process
Ensure all productivity, privacy and quality KPIs are met across all work streams
Maintain an excellent level of customer service in all forms of correspondence
Peer-review outbound communications to ensure all information the customer receives is accurate and falls within the Privacy Act Requests and follows all EQC internal processes and procedures
Perform any other duties as neededC
Gained in-depth understanding of company products, systems and policies to give customers expert support.
Exceeded performance targets consistently by maintaining strong call control and calm in stressful situations.
Responded to customer requests for products, services, and company information.
Business Banking Consultant
Kiwibank
04.2022 - 06.2022
General Customer service relating to retail and business banking enquiries - Investments and Term Deposits - Data capturing - Updating banking profiles and personal information - Collect and accurately capture customer information, ensuring confidentiality at all times - Set up and Reset security 2FA and Passwords - Assisting banking customers with walk-through demonstrations and training for business banking services such as Xero connection, application and web-based banking platform operations
Setting up and/or updating ATOs - On-boarding processes and procedures – Documentation and data entry - Fraud claims – Assisting the customer lodge and/or following up on fraud claims - Directing customers to the correct department/branch - Setting up customer appointments - Statements/transaction listings and tax certificates - Validation completion - Travel notices - Schedule call-backs and case updates - Maintained knowledge of all company policies, procedures, compliance guidelines, product offerings, and services.
Educated customers on features and benefits of banking products and services.
Opened, closed, and updated accounts for customers.
Assisted customers with setting up or closing accounts, completing loan applications, and signing up for new services.
Collaborated with other departments to confirm compliance with banking procedures and regulations.
Provided advice on different bank products and financial options.
Responded to customer inquiries regarding new accounts and account services.
Verified customer identity and reviewed documentation for accuracy.
Processed customer payments and account setup charges.
Site Administrator
Hexion
11.2021 - 02.2022
Raising Purchase requisitions - Processing invoices - Stock processing - Health & Safety audits - Monthly - Procurement, Stock maintenance and Stock Take - Waste management - Cash books & reconciliations - Attending to and directing contractors and reception walk- ins - Manage and maintain Inductions and Security clearance - Maintain filing systems and spreadsheets
Planning office events and making reservations
Booking appointments / Training - Switchboard – Answering and transferring calls - Establishing and maintaining office processes and procedures
Maintain & organise all in and outgoing mail/packages.
Accurately documented all onsite issue using [Software].
Oversaw effective disposal of construction waste and implemented programs to increase use of recycled materials.
Quality / Assembly worker
Talbot Technologies
05.2020 - 08.2021
Medical Quality inspection
- Ensuring Product is being manufactured to set standards
- Sample collection and weighing
- Product reworking
- Product assembly and packaging
- Temp staff training
- General/other operation support
Office Administration and Internal Sales
Hoy Agencies
06.2018 - 12.2019
Sales - Switchboard - Filing/paperwork - E-mail (Outlook) - Customer service/assistance - Receiving deliveries - Procurement – All stock and supplies - Drafting documents and marketing materials - Diarizing all meetings, shows and conferences - Updating and tracking multiple spreadsheets/
Databases - Cash Books - Processing customer orders for chain retail – Production to delivery - Stock Take – Capture and submit figures to head office - Maintaining, tracking and organising stock levels across all suppliers - Managing daily warehouse tasks/roster - Ensure warehouse staff has correct orders for assembly and delivery
Store visits/meetings - Assisting product reps with marketing materials and product emails
Monthly/weekly customer check-ins for stock levels and updates sent via email newsletter on new stock items and or specials/discounts
Researched and identified possible new accounts for sales development.
Performed effective online demonstrations to prospects using [Software].
Delivered sales presentations and [Product or service] demonstrations to prospective new accounts using video conferencing technology.
Office Administrator
Metal Fluid Solutions
03.2016 - 05.2018
Filing/paperwork
- E-mail (Outlook)
- Data capturing
- Customer service/assistance
- Receiving deliveries
- Placing orders (Booking and tracking)
- Booking/tracking all appointments
- And accommodation
- Drafting documents & Meeting Minutes
- Diarising
- Updating and tracking spreadsheets / Databases
(excel, Sage)
- Petty Cash
- Quotes
- Invoicing
- Purchase Orders
- Statements
- Credit Notes
- Month End Cash Books
- Procurement, Stock Control & Stock Take
- Banking
- Account Payments
- Account Recon
- Sage One Accounting Software – Imports, updates
and balances
- Cash flow management
Tax Planning
Education
Bachelor of Arts - Health Sciences and
Social Services in Community and Health
Psychology
University of South Africa (UNISA)
2020
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Linkside High School
2011
Skills
Computer Literate
Microsoft Office
Word
Excel
Publisher
Power point
Power BI
Outlook
QuickBooks
Sage One Accounting
SAP
NZCRS iViis
OnBase
ClaimCentre
Objective Trapeze Redaction Software
Excellent verbal and written communication skills
Analytical skills
Excellent organizational skills, including time management skills, ability to work well under pressure and
Manage competing priorities and expectations with no supervision
Productivity Standards
Customer Relationship Management
Problem-Solving Ability
Computer Proficiency
Stock Management
Customer Service
Account Management
Accomplishments
DRC Debt Review Centre
Port Elizabeth, South Africa
October 2013 – March 2016
Receptionist/office assistant
- Switchboard
- Filing/Paperwork
- E-mail (Outlook)
- Data capturing on Debt wise system
- Customer service/assistance – Appointments and walk-
in clients
- Receiving deliveries
- Placing orders
- Booking/tracking all appointments And
accommodation
- Drafting documents – Meeting minutes, emailers and
birthday letters
- Activating / Tracking debit orders
- Diarising files for court
- Updating and tracking spreadsheets / Databases
(excel)
- Meeting and event planning – Staff meeting and year-
end functions
Promoted: Legal Administrator / Legal Assistant
- Diarising files for court
- Preparing files for court document drafting
- Preparing files for Attorneys
- Compiling Court Documents
- Liaising with clients
- Liaising with Attorneys
- Having files commissioned
- Obtaining case numbers and court dates from
Motherwell, New Brighton and Port Elizabeth Law
Courts
- Serving of Court documents
- Serving of Court orders once granted
- Keeping the Court database up to date
- Filing Court Orders
- Following up on client payments
- Assisting Attorneys at Court when needed
- Assisting Attorneys with outstanding documents
- Placing files on the Court Roll
Qualifications
Languages
English
Native or Bilingual
Afrikaans
Full Professional
Timeline
Customer Service Consultant
Toka Tū Ake EQC
06.2022 - Current
Business Banking Consultant
Kiwibank
04.2022 - 06.2022
Site Administrator
Hexion
11.2021 - 02.2022
Quality / Assembly worker
Talbot Technologies
05.2020 - 08.2021
Office Administration and Internal Sales
Hoy Agencies
06.2018 - 12.2019
Office Administrator
Metal Fluid Solutions
03.2016 - 05.2018
Bachelor of Arts - Health Sciences and
Social Services in Community and Health
Psychology