Simone Studzinski Email & Phone Number

Cape Town, Western Cape, South Africa

• My responsibilities entail overseeing and managing a claims team in administering, validating, approving and paying of long-term insurance claims as well as the servicing and resolution of queries in order to achieve high levels of client satisfaction• Manage all daily, weekly and monthly operations of claims environment• Final sign off on all claim’s decisions (credit life, life and funeral) and oversee claims process from start to end• Manage and drive the claim’s team productivity, efficiencies, turnaround times, quality/accuracy outputs, team delivery and risk in line with team and company’s strategic goals• Drive and monitor the right behaviours and attitudes in accordance with IDM’s vision and values• Ensure high performance and timely delivery of the team responsibilities in line with KPA’s and KPI’s• Conduct regular coaching and mentorship; identify training needs and gaps; and guide personal development • Manage discipline within the team; assist with disciplinary issues and performance counselling• Identify and problem solve issues jointly with team and management• Establish department strategic goals for forecast planning and implementation• Implement team specific targets and goals• Ensure departmental targets are met by driving strategy and key business initiatives• Timely management decision making to ensure alignment with team and company strategic goals• Establish Standard Operating Procedures (SOPs) for innovation to map out• Identify improvements in internal (and external) claims procedures• Implement new systems and enhancements and provide training on these to staff• Build and maintain effective relationships with internal and external stakeholders and business partners• Establish daily, weekly and monthly reports for claims deliverables• Monitor and submit monthly and ad-hoc claims reports and present performance statistics • Resolve escalated queries and complaints

Cape Town, Western Cape, South Africa

• My responsibilities entailed engaging with prospective clients to help them realise the need for our financial product and/or products.• Assessing client’s financial needs, developing a financial plan to address each client’s goals and implementing that plan with appropriate products to suit their needs.• Presenting the financial plan to the client, overcoming the objections and securing the business.• Nurturing and building relationships with clients, helping them to track their progress over time while providing ongoing consultation, feedback and support.• Servicing high-net worth clients with their insurance and investment needs as well as attending to clients with specific need requirements in niche markets. • Training new financial advisers in estate planning, system programmes and the financial sales process• Assisting colleagues to understand any particular product they were uncertain of.• Supervising the teams and conducting team huddles when the team leaders were not present. • Fulfilling the role of a product specialist in short-term products, long-term products and investments.

Cape Town Area, South Africa

I offered Financial Planning advice concerning wealth creation, financial goals and objectives, and preparing for unforeseen events. This included Retirement Annuities and other Retirement Planning aspects, Investment and Education Planning, Life Cover, Wills, Income Protection, and Medical Aid and GAP Cover.My responsibilities entailed but were not limited to:• Setting up and securing appointments with prospective clients. • Meeting clients to assess their financial needs by conducting a comprehensive financial needs analysis and analysing the information provided. • Developing a customised financial plan to address each client’s goals and implementing that plan with suitable products. • Analysing investment portfolios, financial data, and marketing data. • Ascertaining specific products and investment portfolio’s to suit each client’s need. • Presenting the financial plan to the client, overcoming the objections, and securing the business.• Nurturing and maintaining long-term relationships with clients, helping them to track their progress over time while providing on-going consultation and support.

Claremont

• My responsibilities entailed marketing the practice in terms of tele-marketing, digital marketing, and front line communication; motivating the benefits of health; retaining existing patients and attracting potential patients; building a rapport with patients and exceeding their expectations; interpreting body language and listening skills in the communication process; online data capturing on Atlas; reporting, documenting, and communicating to senior management; proficiency in performing marketing activities, financial activities, administration activities, logistics management, performance management in terms of goals and objectives, leadership and management capabilities in terms of managing the company, customer relationship management, and conflict management; constant communication with the patients; projecting a professional image at all times; working in a team; and consistently delivering excellent customer service and a positive customer experience. • My role also entailed identifying creative ways to promote the practice, its message, and to create value as well as monitoring and tracking the promotional offers. Other responsibilities include:• Identifying potential target markets, trends and opportunities to reach and attract quarterly. • Measuring and recording customer feedback surveys. • Building sustained and long-term relationships with customers• Discerning customers’ character and needs through the in8model. • Planning and implementing daily, weekly and monthly work schedules and appointments. • Managing cluster booking appointments within a limited time frame and working under pressure. • Managing and balancing daily financial statistics, receipts, invoicing, and collections. • Measuring, recording, and analysing all administrative and financial statistics as well as inventory, services, receipts, customer accounts, debtors list, and electronic transactions weekly. • Creating inventory systems to monitor, manage, and replenish stock.

Shop 52 Constantia Village, Cnr Main Road & Spaanschemaat Road, Cape Town

I excelled in marketing and sales; customer relationship management; store merchandising; and assisted customers for their special occassions.

Shop F46 Cavendish Square, Dreyer Street, Claremont, Cape Town

I excelled in marketing and sales; customer relationship management; store merchandising; sales records; stock-handling; and basic data administrative activities.

Ryleys Lane, Alderley Edge, Cheshire Sk9 7Uy, United Kingdom

I was a teacher aid assistant; assisted the pupils with learner's support; developed activities / events; assisted in the music department; partook in administrative and sectretary duties; and partook in child-minding.

Bachelor Of Commerce Honours In Business Management, Business, Management, Marketing, And Related Support Services

Bachelor Of Commerce In Business Management And Entrepreneurship