Edwill Jonas Email & Phone Number

Sanlamhof

 Receives all client and marketer requests telephonically Verify and validate client identity via internal security protocols. Complete cases that can be resolved while the client is on the line Generate new business leads and conserves existing business Route clients requests if the case cannot be resolved immediately or is too complex.

Sanlamhof

Secure Services provides access to your combined portfolio of Sanlam products including Sanlam Private Wealth, Glacier, Sanlam Collective Investments, Sanlam Individual Life, Sanlam Reality, Sanlam Employee Benefits and Sanlam SKY. Provide help desk support and resolve problems to the end user’s satisfaction Support clients and business users with day- to-day Secure Portal / Web related queries Manage the registration of new users (loading AR and Proxy on Secure Web… Show more Secure Services provides access to your combined portfolio of Sanlam products including Sanlam Private Wealth, Glacier, Sanlam Collective Investments, Sanlam Individual Life, Sanlam Reality, Sanlam Employee Benefits and Sanlam SKY. Provide help desk support and resolve problems to the end user’s satisfaction Support clients and business users with day- to-day Secure Portal / Web related queries Manage the registration of new users (loading AR and Proxy on Secure Web Console) Test new version releases/enhancements Log calls and manage calls / queries with Secure services and follow up on resolution Monitor and respond quickly and effectively to requests received through the IT helpdesk Monitor Service Desk for tickets assigned to the queue and process first-in first-out based on priority Modify configurations, utilities, software default settings, etc Report issues to the Service Desk for escalation Co-ordinate Change Control for new users Document support processes Continuously improve business processes Facilitate branch and client new user process and support business Show less

Sanlamhof

• Accurate inputting of all client instruction into administration system• Ensure all instructions received - adhere to legal and regulatory guidelines• Working within specified standards and drawing on internal resources toaddress the client’s needs and ensure timelines and accuracy of work• Liaise with relevant role players e.g. intermediaries, other internal departments• Communicating accurate and concise information to the relevant role players… Show more • Accurate inputting of all client instruction into administration system• Ensure all instructions received - adhere to legal and regulatory guidelines• Working within specified standards and drawing on internal resources toaddress the client’s needs and ensure timelines and accuracy of work• Liaise with relevant role players e.g. intermediaries, other internal departments• Communicating accurate and concise information to the relevant role players viatelephonic/electronic contact• Evaluating problems regarding service issues and queries• Performs investigations when necessary and respond with an appropriatesolution within a timely manner• Assists with other departments where necessary to resolve queries and processrefunds or provide feedback to the clients on that departments behalf• Technical understanding of company offerings and the ability to apply that understanding to daily outputs• Where necessary, daily quality assurance of all instructions processed• Taking ownership or urgent queries and seeing it through till the end• Taking ownership of day-to- day tasks and other projects within client services department andcomplete, accurately and efficiently.•Maintenance of clients plan’s(placing debit orders, doing payouts, refunds). Show less

Sanlamhof

• Providing world class service to clients/broker’s/internal clients via fax, email and post correspondence.• Specialize in a particular policy services area. (Legacy Endowments, RA’s, Risk products, etc)• Updating client’s personal information on record.• Providing quotes and values as client request.• Communicating accurate and concise information to the relevant role players viatelephonic/electronic contact.• Liaise with internal departments.• Outbound calls to… Show more • Providing world class service to clients/broker’s/internal clients via fax, email and post correspondence.• Specialize in a particular policy services area. (Legacy Endowments, RA’s, Risk products, etc)• Updating client’s personal information on record.• Providing quotes and values as client request.• Communicating accurate and concise information to the relevant role players viatelephonic/electronic contact.• Liaise with internal departments.• Outbound calls to clients to clarify information and solving queries Show less

National Certificate, Call Centre Management And Business Process Outsourcing, Nqf3

Activities and Societies: • Providing effective customer service in a contact centre and/or Business Process Outsourcing industry. •.

Assessor Certificate, Etdp Seta Assessor 2015 - Unit Standard: 115753 (Conduct Outcomes Based Assessments), Nqf5

Activities and Societies: People credited with this unit standard are able to carry out assessments in a fair, valid, reliable.

Moderator Certificate, Etdp Seta Moderator 2015 - Unit Standard: 115759 (Conduct Outcomes-Based Assessments), Nqf 5

Activities and Societies: In particular, people credited with this unit standard will be able to: Demonstrate understanding.

Matric Certificate With Exemption, Afrikaans, English, Maths, Physics, Biology, Geography, 12

Activities and Societies: School Chess Club