Lerato Mogadima
@leratomogadima
I keep insurance branches running smoothly through accurate policy administration and client support.
South AfricaWhat I'm looking for
At Sanlam Sky – Izulu, I manage branch administration, maintain client and policy records, and support financial advisors with efficient policy processing.
I handle high volumes of inbound and outbound calls, assist clients with refunds, cashbacks, surrender requests, funeral claims, and cancellations, and resolve grievances in line with service standards. I also conduct affordability checks using Q-Link, request policy schedules, and contribute to branch service targets.
Previously at Pulse Designs, I supported customers, processed cash and card payments, promoted products, resolved complaints, and maintained accurate stock records.
Experience
Work history, roles, and key accomplishments
Branch Administrator
Sanlam Sky - Izulu
Nov 2023 - Present (2 years 10 months)
Performs branch administration duties including accurate capturing, updating, and maintenance of client and policy records. Handles high volumes of inbound and outbound calls, assists clients with refunds, cashbacks, surrender requests, and funeral claims, and liaises with financial advisors to ensure efficient policy processing and client servicing.
Education
Degrees, certifications, and relevant coursework
University of South Africa
Diploma, Public Relations
Pursuing a Diploma in Public Relations, expected to complete in 2025.
Phulong Secondary School
High School Diploma, General
Completed Grade 12 in 2019.
Tech stack
Software and tools used professionally
Availability
Location
South AfricaAuthorized to work in
Job categories
Skills
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