Chad Classen Email & Phone Number

Cape Town, Wc, Za

Cape Town, Western Cape, South Africa

- Ensure unwavering support for the implementation of the business strategy concerning administration and client service.- Consideration of processes and enhancements in decision-making.- Client inquiries, escalations, and exception approvals.- Continuously enhance processes and the overall efficiency of the department.- Exercise oversight over the teams responsible for the daily processing of client instructions.- Attract, develop, and retain high-caliber staff.- Foster… Show more - Ensure unwavering support for the implementation of the business strategy concerning administration and client service.- Consideration of processes and enhancements in decision-making.- Client inquiries, escalations, and exception approvals.- Continuously enhance processes and the overall efficiency of the department.- Exercise oversight over the teams responsible for the daily processing of client instructions.- Attract, develop, and retain high-caliber staff.- Foster the growth of team leaders and establish succession plans.- Contribute to the comprehensive management of the Retail Operations Division.- Prepare documentation and performance metrics, and play an active role in Board meetings.- Ensure the satisfaction of capacity and training requirements.- Planning, executing, and overseeing projects.- Facilitating change management within a dynamic environment. Show less

Cape Town, Western Cape, South Africa

- Developing the business strategy and guiding the department's direction, focusing on policy administration, estate administration, and retirement fund administration.- Playing a leadership and collaborative role within the Retail and Distribution businesses.- Promoting resilience and compassion within the organizational culture.- Attracting, onboarding, developing, and retaining a diverse talent pool.- Onboarding and developing team leaders while ensuring effective succession… Show more - Developing the business strategy and guiding the department's direction, focusing on policy administration, estate administration, and retirement fund administration.- Playing a leadership and collaborative role within the Retail and Distribution businesses.- Promoting resilience and compassion within the organizational culture.- Attracting, onboarding, developing, and retaining a diverse talent pool.- Onboarding and developing team leaders while ensuring effective succession planning.- Maintaining a strong working relationship with the Office of the Principal Officer.- Ensuring continuous, timely, and effective maintenance and improvement of processes.- Establishing a comprehensive knowledge management framework within the department and with business stakeholders.- Managing teams responsible for processing death claim instructions by maintaining an optimal operational environment.- Managing budget allocations for external systems involved in client verification and administration.- Designing and executing measures to prevent and address fraudulent activities.- Introducing Robotic Process Automation (RPA) to effectively minimize manual processes and reduce the processing time associated with death claims.- Improved fee processes, leading to significant cost reductions for the company.- The development and implementation of the process for Executors to utilize the website platform has led to streamlined Estate Administration.- Modifying the service and admin models to enhance service quality and risk management. Show less

- Provide proactive direction for the recruitment of individuals seeking specialisation.- Establish robust capacity planning to ensure the team is consistently staffed with suitably trained and competent personnel.- Develop and prepare team members to deliver exceptional client service.- Maintain continuous focus on process improvement to instil best practices, enhance efficiency, and manage risk, including proposal drafting and obtaining approvals.- Take proactive measures to… Show more - Provide proactive direction for the recruitment of individuals seeking specialisation.- Establish robust capacity planning to ensure the team is consistently staffed with suitably trained and competent personnel.- Develop and prepare team members to deliver exceptional client service.- Maintain continuous focus on process improvement to instil best practices, enhance efficiency, and manage risk, including proposal drafting and obtaining approvals.- Take proactive measures to address imminent process changes and issues.- Stay abreast of product and process changes implemented upstream to ensure the downstream death claims process remains effectively executable, and to assess the impact on capacity.- Provide oversight and approve the content in all Process Guides, Claims forms, and communications, including taxation information, to ensure beneficiaries and executors can make well-informed decisions regarding benefit receipt.- Maintain full-time availability for technical-legal consultations and problem-solving.- Professionally handle escalated inquiries from beneficiaries, executors, and IFAs.- Engage in consultation with Legal, Tax, and other departments. Show less

Cape Town Area, South Africa

- Set clear, concise team/individual goals that align with functional objectives and business strategy.- Regularly evaluate staff performance through informal check-ins and formal reviews.- Develop the skills and confidence of team members and provide appropriate motivation.- Facilitate ongoing training and development for team members.- Build and maintain positive working relationships with all other teams in the department.- Foster relationships with internal and external… Show more - Set clear, concise team/individual goals that align with functional objectives and business strategy.- Regularly evaluate staff performance through informal check-ins and formal reviews.- Develop the skills and confidence of team members and provide appropriate motivation.- Facilitate ongoing training and development for team members.- Build and maintain positive working relationships with all other teams in the department.- Foster relationships with internal and external clients and suppliers.- Manage the processing of all daily transactions accurately and within given deadlines, including capacity and resource planning and leave management.- Manage and report on error rates, productivity levels, pending cases, follow-ups, cost to backdate, and exception reporting.- Handle escalated queries and day-to-day problem-solving.- Find more efficient, lower-risk methods for teams to perform their functions.- Participate in ad hoc duties and projects as needed.- Identify and analyze opportunities to improve business efficiency, reduce costs, mitigate risks, enhance client service, improve reporting and controls, and support executive committee strategic decision-making.- Identify trends resulting from error corrections, exception reporting, and data integrity.- Recommend efficiencies for existing processes and provide input for new processes.- Improve MIS function, tax reporting, and tax functions within the Retail Ops areas.- Implement controls to mitigate processing risks and document all procedures, processes, and controls. Show less

Cape Town Area, South Africa

- Set team and individual goals that align with functional objectives and business strategy.- Regularly evaluate staff performance through both informal methods and formal reviews.- Foster positive working relationships with all other teams within the department.- Ensure accurate and timely processing of daily transactions within specified deadlines, including capacity and resource planning, and leave management.- Address escalated queries and engage in day-to-day… Show more - Set team and individual goals that align with functional objectives and business strategy.- Regularly evaluate staff performance through both informal methods and formal reviews.- Foster positive working relationships with all other teams within the department.- Ensure accurate and timely processing of daily transactions within specified deadlines, including capacity and resource planning, and leave management.- Address escalated queries and engage in day-to-day problem-solving activities.- Develop the skills and confidence of team members and provide appropriate motivation.- Facilitate ongoing training and development of team members.- Identify more efficient and lower-risk methods for the team to execute its functions.- Cultivate relationships with both internal and external clients and suppliers.- Manage and report error rates, productivity levels, pending cases, follow-ups, cost to backdate, and exception reporting.- Contribute to ad hoc duties and projects as necessary.- Implement controls to mitigate processing risks and document all procedures, processes, and controls.- Recommend efficiencies in existing processes and provide input for new processes. Show less

Cape Town Area, South Africa

- Ensure the provision of necessary resources for new consultants to effectively carry out their responsibilities.- Address work-related queries and evaluate the performance of new consultants.- Facilitate the assimilation of new consultants into our service approach and guide them in making principle-based decisions.- Furnish consultants with tools for proficiently managing queues, workflow, and workload, and conducting effective follow-ups.- Promote a clear understanding and… Show more - Ensure the provision of necessary resources for new consultants to effectively carry out their responsibilities.- Address work-related queries and evaluate the performance of new consultants.- Facilitate the assimilation of new consultants into our service approach and guide them in making principle-based decisions.- Furnish consultants with tools for proficiently managing queues, workflow, and workload, and conducting effective follow-ups.- Promote a clear understanding and adept management of client interactions and work quality among consultants.- Aid academy consultants in comprehending decision-making principles for effective problem-solving.- Conduct an analysis of performance and training patterns and furnish feedback to pertinent stakeholders.- Identify performance trends and devise innovative strategies for improvement when necessary.- Detect academy trends and collaborate with training and team leaders to propose potential enhancements.- Provide regular feedback to foster continual progress in individuals.- Supply team leaders with specific focus areas and individual summaries as new consultants advance from the academy.- Formulate creative approaches to enhance the development of new starters. Show less

Cape Town Area, South Africa

- Cultivating relationships with my panel of Discretionary Investment Managers (DIMs)- Promptly handling administrative requests for the DIMs- Delivering outstanding service to DIMs and IFAs utilizing their Models- Supplying DIMs with precise reporting- Establishing and upholding Model Portfolios on our CRM- Ensuring accurate processing of all Model Portfolio instructions- Offering assistance to Distribution, Client Service Centre, Unit Trust, Offshore, and Life teams… Show more - Cultivating relationships with my panel of Discretionary Investment Managers (DIMs)- Promptly handling administrative requests for the DIMs- Delivering outstanding service to DIMs and IFAs utilizing their Models- Supplying DIMs with precise reporting- Establishing and upholding Model Portfolios on our CRM- Ensuring accurate processing of all Model Portfolio instructions- Offering assistance to Distribution, Client Service Centre, Unit Trust, Offshore, and Life teams concerning Models- Providing support to the business for all Model Portfolio-related inquiries and proposing viable solutions- Actively engaging in enhancing Model Portfolio procedures and controls Show less

Cape Town Area, South Africa

- Validating and accurately authorizing instructions received from consultants- Ensuring compliance with authorization requirements. In instances where a situation falls outside specific rules, consultants are expected to comprehensively assess all pertinent facts and make informed decisions accordingly- Timely authorization of all instructions within stipulated turnaround times and prior to relevant cut-off times- Prompt and meticulous handling of all inquiries- Validating and… Show more - Validating and accurately authorizing instructions received from consultants- Ensuring compliance with authorization requirements. In instances where a situation falls outside specific rules, consultants are expected to comprehensively assess all pertinent facts and make informed decisions accordingly- Timely authorization of all instructions within stipulated turnaround times and prior to relevant cut-off times- Prompt and meticulous handling of all inquiries- Validating and authorizing captured instructions- Ensuring the correct execution of all aforementioned responsibilities- Performing occasional ad hoc duties when required Show less

Cape Town Area, South Africa

- Ensure the accurate verification of incoming client instructions within specified deadlines.- Adhere to compliance with FICA, FATCA, and FAIS requirements.- Confirm receipt of instructions with clients via telephone or email.- Capture all incoming work within stipulated turnaround times and before relevant cut-offs.- Address queries from clients, IFAs, and internal clients promptly and diligently.- Rectify errors accurately and promptly.- Manage pending cases and… Show more - Ensure the accurate verification of incoming client instructions within specified deadlines.- Adhere to compliance with FICA, FATCA, and FAIS requirements.- Confirm receipt of instructions with clients via telephone or email.- Capture all incoming work within stipulated turnaround times and before relevant cut-offs.- Address queries from clients, IFAs, and internal clients promptly and diligently.- Rectify errors accurately and promptly.- Manage pending cases and follow up with clients.- Ensure timely processing of daily workflow to exceed client expectations and SLAs.- Provide superior levels of service to clients and brokers.- Maintain comprehensive records of all interactions with clients/IFAs on Siebel. Show less

Table View

- Engaging in sales discussions and facilitating client applications.- Exercising meticulous attention to detail while adhering to the Credit Policy.- Communicating and elucidating the bank's insurance, funeral cover, and investment products during sales discussions and application processes.- Addressing all loan or card account-related inquiries, which encompasses the suspension and replacement of credit cards, the issuance of settlement amounts, and the updating of client… Show more - Engaging in sales discussions and facilitating client applications.- Exercising meticulous attention to detail while adhering to the Credit Policy.- Communicating and elucidating the bank's insurance, funeral cover, and investment products during sales discussions and application processes.- Addressing all loan or card account-related inquiries, which encompasses the suspension and replacement of credit cards, the issuance of settlement amounts, and the updating of client details.- Delivering accurate information regarding the bank's products and services and ensuring equitable treatment of customers.- Contacting all clients identified in the Missed Payers List and locating clients who are uncontactable.- Endeavoring to establish payment arrangements and negotiate Promises to pay (PTPs).- Reaching out to existing clients, leads, referrals, and other potential clients to provide or extend credit.- Conducting assessments using the Prospect system to formulate and present offers to clients.- Managing manual filing, document faxing, scanning, and emailing.- Utilizing the ABIL systems: Exactus, Phoenix, Gazelle, and Tallyman.- Adhering to the provisions of FICA (Financial Intelligence Centre Act), OHSA (Occupational Health and Safety Act), and NCA (National Credit Act).- Complying with all regulations established by the NCR (National Credit Regulator) and the FSB (Financial Services Board). Show less

Parow Industria

- Prospecting and acquiring customers within the Western Cape region- Providing service to all existing clientele, including hospitals, doctors, and other suppliers- Managing all aspects of quotations and sales- Engaging in telesales activities, reaching out to both existing and potential clients- Receiving, inspecting, and packaging incoming goods- Selecting, dispatching, or personally delivering goods- Conducting monthly stock takes- Managing data capture… Show more - Prospecting and acquiring customers within the Western Cape region- Providing service to all existing clientele, including hospitals, doctors, and other suppliers- Managing all aspects of quotations and sales- Engaging in telesales activities, reaching out to both existing and potential clients- Receiving, inspecting, and packaging incoming goods- Selecting, dispatching, or personally delivering goods- Conducting monthly stock takes- Managing data capture, organization of files, and the sending of faxes and emails Show less

Paarden Eiland

Postgraduate Degree, Business Administration, Management And Operations

Postgraduate Degree, Financial Planning And Services

Bachelor Of Commerce - Bcom, Business Management And Economics

Matric, Business/Managerial Economics