Create business sales and service models while driving initiatives to implement the model. Setup agreements/contracts with all stakeholders. Direct change in business models as a result of COVID 19 and the impact thereof. Initiate collaboration with other insurance broker practices. Direct marketing and sales projects such as setting up the business website, linked to cost-effective applications to drive brand exposure. Manage marketing budgets and sign off on content to be made public. Additional duties are:Being a financial advisor;Keeping up to date with required accreditation;Point of contact to clients for visits (face to face or online) and queries; andManage VPS database and Wordpress projects;

Direct Business operations such as income and expenses required to run the business, marketing strategy, sales, operating systems, health and Safety and all other legal requirements.

In this role, I’m tasked with managing the administration of a building contractor.Key achievement to date - implemented a clear step by step administrative process and record keeping system required to run a modern contracting business which is easy to understand and improve upon in future.

In this role, I was tasked with creating and maintaining strong client relations whilst collaborating with internal and external stakeholders to ensure client expectations are met on South Africa’s largest Umbrella fund.Key responsibilitiesManage and drive agreed service delivery in respect of member assets held within an Umbrella arrangementContinuous documenting of risks and assumptions to proactively manage clients Respond to all queries and questions in a professional manner whether telephonically, face to face or written (internal and external).Present quarterly administration reports to the fund MANCO as well as presenting ad-hoc reports were agreed on upfrontProvide decision guidance to the fund MANCO, fund consulting and fund administration teamsManage the end to end administrative process as communicated to internal and external stakeholders while partnering with IT to implement continuous service delivery improvements based on current data and client experienceBeing the business specialist on service delivery improvement IT projectsProvide decision input into amendments to the investment policy statement (IPS) for sign-off by the investment consultant and report on member level investments based on the IPS.Putting continuous controls in place to alert of any non-compliance. This involves gathering information to produce a business requirement as and when the controls require updatingProviding requirements to improve web capabilities to encourage client usage which reduces administration costs Key achievement/projectsCo-ordinating the allocation of an R1.5 billion Surplus offers to individual members as confirmed by an external audit. This required effective collaboration between legal minds, accounting and administration teams followed by clear communication to each member confirming the make-up of their allocation as well as a training guide on how each individual can confirm their respective allocation via the online capability.

Ensuring all complaints received in writing (formal complaints) are recorded.Resolving complaints (formal complaints received in writing)Working hand in hand with call centre to gather data on telephonic complaints (Informal complaints - as described in the groups complaints policy)Doing root cause analysis to prevent re-occurancePresenting the monthly complaints picture (trends etc) to the managment team of my business unit.Being part of the complaints working group within Old Mutual, to identify better ways of complaints management and to develop synergy across the group.

In this role, I was tasked with performing application testing using the waterfall and agile SDLC methodologies. Performed a review of the business requirements, prepare test cases based on the business requirement, record all test results and logged defects for follow up with the system developers. Participate in the weekly review of the testing efforts to gauge whether we on track or not. Performed post-deployment regression testing.

In this role, I was tasked with supporting the online web capability to Employers who either participate within an Umbrella or Standalone fund. To fully understand the payroll web capability, process and regulations in order to offer superior telephonic and email support to employers participating within an Umbrella fund or Standalone fund. Perform user acceptance testing prior to implementing any enhancements. Do telephonic and face to face client training depending on the nature of the request.

In this role I was tasked with doing bank recons, launching a new business on the administration platform and client liaison. Do weekly bank recons on all surplus payments made from the various operating accounts. Launch new schemes by configuring the scheme parameters such as investment options and how these options should work based on the investment agreements. Produce monthly interest calculation sheets for use by the payment administration team when doing the payments of any surplus amounts.

In this role, I was tasked with the payment of claims on a Pension/Provident Funds such as withdrawal, retiral, lumpsum disability and death claims.