Customer Services RepresentativeCustomer Services Representative

Key Achievements:

Manage loan applications and provide professional client support throughout the application process. Communicate loan products, requirements and repayment terms to prospective and existing clients. Support marketing initiatives and promotional campaigns, including social media and customer-facing content. Conduct corporate client outreach and business development, engaging employers regarding payroll-deduction loan partnerships. Maintain accurate client records and support reporting, follow-ups and day-to-day business development activities.

Key Achievements:

Demonstrated integrity, empathy and professionalism when interacting with clients: effectively de-escalating issues providing timely and effective resolutions . Day-to-day client servicing including administration and approval of premium finance, insurance and personal /corporate loan applications. Developed communication plans and produced strategies, brochures, posters, memos and organisational updates — ensuring maximum reach across multiple channels. Created and managed premium finance loans including repayment reminders, suspensions and terminations. Drafted weekly and monthly premium finance reports covering client turnover, losses and repayment trends. Collected, receipted and allocated loan payments via cash and electronic transfer. Produced internal communication materials — releases, talking points, briefings and newsletters — under supervision of the HR and Communications Management. Utilised data analytics to identify customer engagement gaps; developed real-time dashboards to track engagement and brand mentions. Supported investment advisors in evaluating client objectives and providing guidance aligned with risk tolerance and income needs. Diligently negotiated 100+ health and insurance products by identifying client risk exposures and advising on appropriate policy solutions. Conducted security checks and enhanced due diligence on all potential clients. Built and maintained a client base spanning individuals to corporates; kept clients informed on life, health, mutual fund and investment fund products.

Key Achievements:

Advised clients on strategies to digitally manage records and information in a fast-paced consulting environment. Collaborated within a project team of five to deliver all proposed performance expectations on schedule. Ensured timely documentation of deliverables including automation of records, file management, index management and archiving. Conducted interactive super-user and end-user training and client assessments across 5+ organisations. Adhered to established protocols for handling sensitive and classified documents to maintain chain-of-custody integrity.

Key Achievements:

Delivered outstanding customer service via telephone, email and face-to-face interactions for clients seeking information on Zimnat Asset services. Compiled monthly reports and meeting minutes, significantly improving written communication standards. Organised board meetings, maintained contracts for scheduled events, and provided cost projections and invoices. Drove a 30% improvement in social media engagement via Facebook within a 3-month period. Introduced an electronic database for all administrative material, reducing the paper budget by 36% over 6 months. Assisted with management diaries, travel bookings and itineraries.