Demonstrative Client Support Specialist known for successfully handling tasks in high-volume setting. Promoting fantastic self management organisational skills. Great attention to detail and commitment to best-in-class customer service.
Overview
12
12
years of professional experience
Work History
Client Support
Apex Advice Group
Mount Eden , Auckland
Current - Current
Assist Advisers with all existing business administration requirements - this includes insurance and investment business
Assist clients with business and personal claims and guide them through the process
Attend to existing client policy queries and or changes as required
Action phone calls and emails regarding conservation/cancellation of policies
Preparation of schedules of benefits for clients
Liaise with product providers and follow through as required
Updating of client accounts (personal details, contact details and addresses) in Akina
Generation of cases in Akina for follow up as per client need
Lead generation for other areas of the business
General assistance to management, advisers and support teams as and when required
Participate in and follow all health and safety requirements
Other duties as may be requested from time to time.
Business Claims Advisor
OUTSURANCE
Johannesburg
2021 - 10.2022
Multi-Skill claims' processing
Engage telephonically with diverse clientele
Apply in-depth Business Product knowledge as well as Personal product knowledge
Organising and efficiently streamlining the claims process for clients
Having an excellent command of simultaneously running various systems while being empathetic while attending to clients'
Attend to insurance claims: Register claims, Review claim submissions, Verify and process various information, Review clients' policy documents, Manage clients' expectations, Determine policy coverage and calculate claim amount, Handling all enquires on claims, Make payments, Manage entire claim process from inception to completion, All while providing: a high level of service and ensuring we operate in-line with legislation, rules and regulations
Liaise with various internal departments to expedite the claims process
Work under pressure and still maintain great attention detail while performing daily duties
Appoint relevant service providers to the applicable claim
Co-ordinated claims effort within the Business Claims Team
Time management for the best out-put based performance
Being versatile and adaptable (in the event of a catastrophe, i.e.: flood)
First call resolution approach.
Sales Consultant
OUTSURANCE
Johannesburg
2021 - 2021
Engage telephonically with clients
Convert leads into sales in terms of the minimum quantity and quality targets that are in place
Presenting, promoting and selling products and services by using solid arguments
Answer customer questions and address concerns by applying in-depth product knowledge
Effective and responsible time management
Responsible for maintaining a positive relationship with clientele
Efficiently working in a high-stressed, fast-paced work environment
Being able to multi-task while simultaneously servicing clients
Time management for the best out-put based performance
Co-ordinated sales effort within a team
Adjusting scripted sales pitch to meet the needs of clientele
Brand and quality awareness
Maintain a high level of confidentially on all systems.
Senior Executive Assistant
WEHMEYER CONSULTING
Pretoria
08.2020 - 01.2021
General Office Management
Support management function
Acting as the point of contact between the internal employees' and external clients' with Management
Attending to requests and queries appropriately
Diary Management: schedule meetings and appointments, Take dictation and minutes, Taking action points and writing minutes, Preparation of all documentation for meetings, Attend to all travel arrangements, Source office supplies, Conduct research, Produce reports, presentations, and briefs, Manage, develop and maintain office administration and operational system, Uphold a healthy office culture: lead by example, Improve, maintain and manage office systems, Reading, monitoring, and actioning instructions accurately, Answering calls and liaising with clients competently, Preliminary drafting of correspondence on Managements' behalf, Delegating and managing work in the employers' absence, Ensure correct protocol within the office is followed, Planning and organizing events, Sourcing and ordering stationery and office equipment, General assistance on ad hoc projects.
Administration/Article Clerk
JOHN WALKER ATTORNEYS
Pretoria
10.2018 - 07.2020
Assisting the Attorney with any and all legal related work
Fashioning creditable legal support
Conduct extensive research, analyse, prepare legal documentation, and compile case materials
Review and file all documentation hard copy as well as electronically
Interpret all documentation and ensure the applicable process is followed
Stay informed of changes and updates within the legal market: Execute and implement accordingly any and all of the changes/updates
Attending all meetings/consultations and taking accurate meeting minutes
Comprehensive and extensive diary management
Management of various calendars
Attending to all travel arrangements: flights, accommodation, etc
And accompanying the attorney to the applicable court
Arranging and attending Enquiries
Extensive research and prepping
Sourcing the chairperson, stenographer, etc
Issuing of witness summons's
Where applicable: booking a suitable venue
Attend to travel arrangements, accommodation, etc
Provide assistance prior and during court proceedings
Ensure Attorney and counsel's brief matches prepped court file
Instruct and brief counsel
Continuously liaise with counsel
Obtaining all court dates and attend to the general case management of matters
Once CaseLines was introduced: Electronically attend to case management of matters
General Secretarial duties
Attending to all service of notices
Where applicable: Arrange and liaise with applicable sheriff to attend to service of legal notices
Sourcing, linking as well as driving the process with corresponding attorneys
Attending to all Court related processes
Maintaining and administering the internal files.
Public Relations Officer
COETZER & STEYN ATTORNEYS
Pretoria
09.2017 - 09.2018
Implement an output-based channel specific sales and marketing strategy in order to grow market share and brand awareness
Merchandising and branding standards: Ensure that branding standards and requirements are adhered to for the development of all merchandising requirements
Research, write and edit new marketing material
Develop and implement strategies based on organisational needs
Constantly review and update all marketing material: internally and externally
Track changes in the relevant market trends
Key account relationship management
Establish new market relationships
Maintain existing market relationships
Project management and co-ordination
Build, maintain and effectively manage trust relationships and new existing clients
Market services to new and existing clients
Fee Negotiations with new and existing clients
Monitoring competitiveness in the market place: Implementing change, services as well as bringing forth new initiatives
Conduct structured and comprehensive client consultations
Prioritise and multi-task by simultaneously working on a number of job assignments
Understand client requirements fully to provide an effective service
Manage various clients through the registration process
Build relations with new and existing clients
Implement effective marketing strategies to attract the desired target market
Persistently source channels through reactivating, networking ad response or any other means
Conduct structured marketing related progress reports
Social media platform management
Generating new initiatives to service the market and obtain more business
Key account management
Planning and arrangement of various events
Sourcing appropriate vendors pertaining to the event and remaining within budget
Arranging meetings with respective management
Formulate events and sponsorship planning
Ensure that sponsorship and events calendar, strategy shows congruence with brand/segment/product strategy
Ensure leveraging from events and sponsorship
Source and implement appropriate team building and motivational interventions to support market and customer relationships objectives
Source and implement innovative, competency-based training solutions to our strategic business partners as well as the training material thereof.
Public Relations Officer
BERT SMITH INCORPORATED
Pretoria
05.2013 - 08.2017
Build and manage relationships with all stakeholders in the strategic channels to ensure that the business has a thorough understanding of the client requirements and enhancing business opportunities
Keep abreast of potential competitors, market trends and client perceptions, to ensure optimum performance within our strategy and targets
Execute marketing strategies as per management set targets
Reinforce and implement a positive brand image
Service all clients on a weekly basis
A necessary link in the operation of service delivery to all our clients: send out weekly feedback to clients
Reporting and monitoring function: if the matter is being attended to correctly and efficiently
Working closely with the attorneys as well as the paralegals to ensure the desirable goal is met
Working directly with our Director and Marketing manager to service clients and ensure business objectives are met
Arranging property development launches: attending to all the arrangements thereof
Social Media administration
Sourcing new business
Staying up to date with the desired target market: Providing market related reports
Research and feedback of any market changes
Identifying gaps within the set market
Bringing about Market initiatives.
Administrative Consultant
RENT A PROP
10.2020 - 05.2021
Marketing Assistant
RealNet Holdings
01.2013 - 04.2013
Social Media Administrator
Real One Real Estate
01.2012 - 12.2012
Education
Bachelor's degree in English, Journalism -
University of Pretoria
01-2012
Matric -
Clampham High School
01-2008
New Zealand Certificate in Financial Services (Level 5) -
Open Polytechnic
Skills
Problem Solving
Able to work under pressure
Team Work
Leadership
Self Management
Organised
Target/ deadline driven
Attention to detail
Excellent verbal and written communication
Client Support
Accomplishments
AIA Outstanding Client Support Award 2023
Bert Smith Incorporated: Best rookie PRO of the year
Languages
English, Excellent
Afrikaans, Excellent
Languages
English
Native/ Bilingual
Afrikaans
Native/ Bilingual
References
References available upon request.
Timeline
Client Support
Apex Advice Group
Current - Current
Administrative Consultant
RENT A PROP
10.2020 - 05.2021
Senior Executive Assistant
WEHMEYER CONSULTING
08.2020 - 01.2021
Administration/Article Clerk
JOHN WALKER ATTORNEYS
10.2018 - 07.2020
Public Relations Officer
COETZER & STEYN ATTORNEYS
09.2017 - 09.2018
Public Relations Officer
BERT SMITH INCORPORATED
05.2013 - 08.2017
Marketing Assistant
RealNet Holdings
01.2013 - 04.2013
Social Media Administrator
Real One Real Estate
01.2012 - 12.2012
Business Claims Advisor
OUTSURANCE
2021 - 10.2022
Sales Consultant
OUTSURANCE
2021 - 2021
Bachelor's degree in English, Journalism -
University of Pretoria
Matric -
Clampham High School
New Zealand Certificate in Financial Services (Level 5) -