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Len Ellis, Cfp® is listed as Key Account Manager at Lifecheq, a company with 60 employees, based in City Of Cape Town, Western Cape, South Africa. AeroLeads shows a matched LinkedIn profile for Len Ellis, Cfp®.
Len Ellis, Cfp® previously worked as Project Manager at Lifecheq and Head of Tax Operations at Lifecheq. Len Ellis, Cfp® holds Post Graduate Diploma In Financial Planning, Financial Planning And Services from Usb.
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I'm a dedicated Key Account and Operations Manager with over a decade of experience in client relationship management, operational strategy, and team leadership. During my seven years at Lifecheq, I've driven revenue growth, enhanced client engagement, and led impactful projects. Currently, as a Key Account Manager, I act as the client's advocate, aligning their needs with company offerings and collaborating with product teams for continuous improvement. My responsibilities include platform demonstrations, adviser training, and data analysis to inform strategy and optimise business outcomes.Previously, as Head of Tax Operations, I improved workflows to handle higher volumes efficiently, led cross-functional projects, and built a trusted tax service team. My role in managing tax and investment operations emphasized client-centric process development and seamless collaboration with service providers.With prior roles in service leadership, financial management, and business education, I bring a well-rounded perspective that emphasises problem-solving, strategic planning, and team development. My approach is centered on fostering strong partnerships, leveraging data-driven insights, and supporting business growth through practical, results-oriented strategies.
Listed skills include Sap, Communication, Microsoft Office, Peer Mediation, and 5 others.
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A career timeline built from the work history available for this profile.
South Africa
As a Key Account Manager, I champion client relationships and drive revenue growth by building strategic partnerships and delivering exceptional service. My role is multifaceted: I act as the voice of the client within the company, collaborate closely with product teams to enhance offerings, and consult clients on optimizing their business performance. My.
Cape Town, Western Cape, South Africa
- Strategically designed and implemented optimised workflows and processes, enabling efficient handling of increased volume without the need for growing the team. This streamlined approach effectively maximised productivity and operational capacity, driving cost savings and improving overall efficiency.- Used strategic data analysis to generate actionable.
Cape Town Area, South Africa
As the National Manager in the Tax and Investments team, departmental growth as well as streamlining and delivering on our tax and investments projects are at the core focus of my role.Our department ensures that clients are provided with expert tax and investment advice as well as ensuring that these recommendations are actioned by our service providers.
Cape Town Area, South Africa
- Led a team of service specialists - retaining over 650 clients nationally.- Developed and facilitated team training and implemented performance growth conversations.- Handled escalated/ complex client cases and provided guidance to empower team members on how to approach similar cases in the future to ensure client satisfaction.
Cape Town, Western Cape, South Africa
- Point of contact for all services that clients have with the company, including but not limited to, insurance, investments, tax, medical aid, gap cover and short-term insurance.- Managed the implementation of a client’s financial plan in deliberation with their advisor and ensured that recommendations were implemented accurately and are in line with the.
Cape Town
- Analysed the information gathered by the client’s financial advisor to create a holistic financial plan for clients, factoring in their business and financial needs - covering investments, savings, insurance, business-cover as well as important business and personal decisions to achieve their financial and life goals.- Ensured regulatory requirements set.
AHG Health is an Innovative medical solutions provider. As a business AHG Health strives to improve the productivity of healthcare delivery that contributes to a high standard of patient care.As a Junior Financial Manager (in training) at AHG Health (a national supplier of specialised medical equipment, services and disposables), I gained extensive.
Cape Town Area, South Africa
- Prepared and presented material for lectures in Business Studies including Introduction to Financial Accounting N4, Entrepreneurship and Business Management N4, Labour Relations N5 and Financial Accounting N4.- Set, marked and moderated tests, exams and assignments.- Chief Marker of the national examinations for Introductory Accounting N4 during July and.
Other employees you can reach at lifecheq.co.za. View company contacts for 60 employees →
Confidence Muchono
Colleague at Lifecheq
Bulawayo Province, Zimbabwe, Zimbabwe
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SP
Saiyuri Pillay
Colleague at Lifecheq
Durban, KwaZulu-Natal, South Africa, South Africa
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LM
Leana Muller
Colleague at Lifecheq
City Of Cape Town, Western Cape, South Africa, South Africa
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EB
Edward Bell
Colleague at Lifecheq
City Of Cape Town, Western Cape, South Africa, South Africa
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SD
Surina Dippenaar
Colleague at Lifecheq
Pretoria, Gauteng, South Africa, South Africa
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JS
Jaime Sangcap
Colleague at Lifecheq
Tarlac, Central Luzon, Philippines, Philippines
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LT
Lifecheq Team
Colleague at Lifecheq
Cape Town, Western Cape, South Africa, South Africa
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DN
Didintle Nonyane Cfp®
Colleague at Lifecheq
City Of Johannesburg, Gauteng, South Africa, South Africa
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TR
Tapiwa Ralph Masvosva
Colleague at Lifecheq
City Of Cape Town, Western Cape, South Africa, South Africa
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ML
Melissa Largier
Colleague at Lifecheq
City Of Cape Town, Western Cape, South Africa, South Africa
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Quick answers generated from the profile data available on this page.
Len Ellis, Cfp® works for Lifecheq.
Len Ellis, Cfp® is listed as Key Account Manager at Lifecheq.
Len Ellis, Cfp® is based in City Of Cape Town, Western Cape, South Africa while working with Lifecheq.
Len Ellis, Cfp® has worked for Lifecheq, Ahg Health, and Northlink College.
Len Ellis, Cfp®'s colleagues at Lifecheq include Confidence Muchono, Saiyuri Pillay, Leana Muller, Edward Bell, and Surina Dippenaar.
You can use AeroLeads to view verified contact signals for Len Ellis, Cfp® at Lifecheq, including work email, phone, and LinkedIn data when available.
Len Ellis, Cfp® holds Post Graduate Diploma In Financial Planning, Financial Planning And Services from Usb.
Len Ellis, Cfp® is listed with skills including Sap, Communication, Microsoft Office, Peer Mediation, Accounting, Lecturing, Research, and Microsoft Excel.
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