Julia Thomas Email & Phone Number

Cape Town Area, South Africa

• Provide New accounts/Rewards(loyalty program) and Insurance training to 41 Retail stores • Coordinate, facilitate and provide logistical support for all card department training activities at store level (e.g. venue, prepare training material etc.)• Create and co-ordinate training schedule• Track customer card training administration documents• Provide progress reports of all customer card training • Update training material in line with unit standards• General administrative tasks, maintenance of an effective e-filing system • Responsible for updating and tracking the training calendar in order to ensure on – time delivery of all projects• Supervision and Administrative daily function in support of Customer Card department

Cape Town Area, South Africa

• Managed the Financial Services product (private label accounts and insurance), and team of 4 people• Reviewed credit applications escalated from the customer service department • Developed training manual for credit, insurance offer and customer service, facilitated in-store associate training, and on-going store visits to 23 stores. • Dealt with escalated customer queries & complaints on the Insurance and Private Label (88000 account customers) via telephone, e-mail and the Internet (Hello Peter)• Liaised with Nedbank (owners of the private label book) on technical issues, club acquisitions etc. • Coordinated and attended monthly management Steercom meetings with Nedbank and Operations • Produced weekly and monthly new accounts management reports • Created the monthly marketing message for the account statements • Provided product advertising media for the monthly back of statement • Liaised on a monthly basis with the mailing house [Lithotech Durban], relevant printers and advertising agency. • Provided the club account and insurance marketing material for the loyalty club magazine, posted to loyalty account customers every quarter. • Initiated SMS campaigns for new accounts.• Managed the monthly insurance administration process i.e. capture of policies, upgrade/ downgrade & cancellation of policies, collection of monthly premiums, reconciliation of monthly premium collection, issue of policy documents to policy holders, assessment of claims, communication to policy holder in writing and telephonically, and the electronic archive/filing of documents for Long Term Insurance (Funeral Plan) and Short term insurance (Retrenchment and Personal Accident Plan)• Direct marketing of Insurance • Liaised with Compliance officer, Guardrisk and Volume and Affinity Insurance Companies , the Financial Services Board and the OMBUDSMAN