Zanele Matshoba

 Zanele Matshoba, Email:- Contact:-/- DOB: 1981/09/25 A driven corporate professional, with vast experience across the finance and insurance industry. Professional self-description includes being insanely customer centric, value contribution driven, dependability, attentiveness, ability to work well in teamed environments, accountability, as well as excellent time management skills. Well versed in administration, recruiting as well as managing insurance related funds and claims. Some of the tools utilized in the industry include Workflow, Hogan System, Alex System, as well as Microsoft. Career Highlights Successfully supported the training and development of new employees across various roles held, this includes onboarding new employees on various systems used internally. Exceeded set targets of insurance claims and awarded best team performer in 2019. I have been involved in different Corporate Social Responsibility (CSI) initiatives across the different roles held. Enrolled and completed the SETA certificate for customer service. Key Skills & Applications Customer centric Innovative Value driven Solutions based thinker ● Stakeholder management Experience ● MS SharePoint CLIENTELE LIFE – SENIOR CONSULTANT – 01/2022 Email management Call handling / customer retentions Policy activations Face to face consultations Contacting potential or existing customers to inform them about a product or service using scripts Answering questions about products or the company Asking questions to understand customer requirements and close sales Direct prospects to the field sales team when needed Enter and update customer information in the database Take and process orders in an accurate manner Handle grievances to preserve the company’s reputation Go the “extra mile” to meet sales quota and facilitate future sales Keep records of calls and sales and note useful information Retirement/ Death Claims Administrator – 04/2010 - Current Metal Industries Benefit Fund Administrator, Johannesburg, South Africa Assessing of all relevant claim documents. Administration of Retirements/ Death claims (resignation, dismissal, retrenchment, retirement estate late). Assessing of documents in line with company standards and procedures. Vertical, horizontal, and external stakeholder collaboration. Processing transfers for members switching from external insurers. Completing and submitting performance reports and presenting to the relevant stakeholders as needed. Attending to customer queries pertaining Pension Funds Act. Preparing claims for payment of benefits on the Workflow and mainframe systems (Hogan and Alex, Workflow Program). Data Capturer – 01/2007 – 03/2010 Metal Industries Provident Fund, Johannesburg, South Africa Capturing monthly contributions returns. Verifying systems data agrees to the returns. Reconciling returns totals to ensure balances and amounts compare accurately. Following up on alterations to contribution returns. Collaborating with external stakeholders and clients regarding any return related queries. Recruiter (Temporal) – 06/2006 – 12/2006 Only the Best, Johannesburg, South Africa Designing Job Specifications. Advertising vacant posts. Screening resumes and arranging interviews and assessments. Conducting interviews. Collaborating with external stakeholders for criminal and credit checks for potential employees. Relieving posts on the Switchboard. Receptionist (Temporal) – 03/2006 – 06/2006 Remba Connections, Johannesburg, South Africa Designing Job Specifications. Advertising vacant posts. Screening resumes and arranging interviews and assessments. Conducting interviews. Collaborating with external stakeholders for criminal and credit checks for potential employees. Relieving posts on the Switchboard. Education Diploma in Marketing Management: Marketing Relationship Management, Foundation for Market Strategy, Investment- Market Decision, and Marketing Strategy: Boston Business College and Unisa, 2006. Matric: English, Xhosa , Biology , Business Economics, Geography , History- The Glen High School, 2001. References • Ernest Makeke, Metal Industries Provident Fund, - • Loriaan May Metal Industries Provident Fund, - • Lee Baker Only the Best, - • Mbali Thabethe Remba Connections, -