I have gained experience in various fields especially those dealing on a day-to-day basis with direct clientele and working in a team environment. I have the ability to work under pressure and make difficult decisions. Solving problems and gathering information to assist my current agents is part of my day-to-day routine. I have been in the Sanlam Client Care Centre for over 15 years and have gained an immense amount of knowledge with Epsilon and Legacy.In my current role, I constantly need to think out of the box and ensure that I have a possible solution when I bring a problem to the table. Our department works closely with our Business Analysts and training department. I am a strong team player and very adaptable, love working with people and enjoy a challenge. When communicating with colleagues or my agents, I ensure that my message is understandable and leaves no room for questions. I am very results driven and measure my achievements at work by the results I achieve. I can easily take instructions and work in a team.I have gained experience in multiple roles in the Client Care Centre. I am always trying to find new things to learn and to expand my knowledge. I still enjoy applying my technical skills and assisting my colleagues and agents with my computer skills. I am currently in my third year studying B.Com Business Management with UNISA.
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First Line ManagerSanlam Nov 2022 - PresentBellville, Western Cape, South Africa -
Quality Support RepresentativeSanlam Mar 2013 - Nov 2022Cape Town, Western Cape, South Africa -
Intermediate Client Care RepresentativeSanlam Apr 2007 - Mar 2013Cape Town, Western Cape, South AfricaI was responsible for providing professional and effective services to brokers, advisors and customers; meeting customer’s expectations, particularly in terms of quality and time-lines in compliance with the company’s standards.Effectively deal with all client e-mails/faxes; investigating, and ensuring resolution of client policy service enquiries.Event types:• Alteration quotation• Beneficiary/nominee actions• Bridging• Cancel a plan• Cash numbers• Cash withdrawal• Cession actions• Change funds• Change intermediary code• Change personal details (member detail)• Debit order actions• Direct Scan failure• Enquiry on payments out• Enquiry on plan details• Enquiry regarding other departments• Incomplete correspondence• Internal transfers• Loans• Mail Delivery failure• Make plan paid-up• Maturity claims• Multidata enquiries• Payments received enquiry• Premium alteration• Refund• Register 3rd party• Regular Withdrawal• Re-instate a plan• Re-instate a PUP plan• Re-negotiate commission• Request document or form• Request for quote or value• Request fund quote and values• Request Statement• Resend IVR docs due to failures• Special PUP Reinstatements• Stop order actions• Tax/contribution certificate• Web enquiry• WOP actions -
Manifest OfficerSkydive Cape Town Feb 2007 - Mar 2007Cape Town, Western Cape, South Africa• Greeting and attending to all walk-in customers/clients• Telephone bookings• Diary Management• Manifesting plane loads• Paying daily wages to temporary staff
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Sales Team LeadDarnell International Oct 2006 - Jan 2007Cape Town, Western Cape, South Africa• Personal Performance Reports• Talking and handling client problems over the telephone• Tele-sales of IT E-learning Training• Day to day administration• General in-house Desktop Support• Database Administration• Handling of disciplinary action to team members• Keeping up the morale of the team members
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Personal Assistant To Chief Executive OfficerDarnell International Jun 2006 - Sep 2006Cape Town, Western Cape, South Africa• Attendance Registries• Switchboard• Liaising with other staff members in other offices over the world• Day to day administration• Travelling Arrangements• General in-house Desktop Support• Greeting and attending to all walk-in customers/clients• Diary Management
Carla Barnard Education Details
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Sims Khula TrainingNational Qualification Financial Services : Mentoring And On-The-Job Coaching -
InsetaNational Qualification Financial Services Administration: Level 3 -
Northlink CollegeInformation Technology -
Business Management
Frequently Asked Questions about Carla Barnard
What company does Carla Barnard work for?
Carla Barnard works for Sanlam
What is Carla Barnard's role at the current company?
Carla Barnard's current role is First Line Manager.
What schools did Carla Barnard attend?
Carla Barnard attended Sims Khula Training, Inseta, Northlink College, Hoërskool President High School, University Of South Africa/universiteit Van Suid-Afrika.
Who are Carla Barnard's colleagues?
Carla Barnard's colleagues are Denvor Petersen, Tracy Lee Kerchhoff, Vincent Raoul Bengang, Siphesihle Wiseman, Nicholas Shibambo, Aouatif El-Azhary, Wayne Murray.
Not the Carla Barnard you were looking for?
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Carla Barnard
Northern Cape, South Africa -
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1cellc.co.za
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