Nomathemba Zuma
@nomathembazuma
Customer Service Professional specializing in financial services client relations and compliant support.
What I'm looking for
I bring 10+ years of customer service experience focused on client relations within financial services, backed by an RE5 certification and a commitment to service excellence. I’m known for strong active listening, conflict resolution, and the ability to explain complex product information clearly at every customer touchpoint.
In my recent role as a Service Consultant at Medscheme(Bonitas), I support brokers and service providers with benefits queries, manage claims questions, and ensure SLA adherence by following processes, scripts, and standard operating procedures (Q.A). Previously, as a Medical Aid Consultant at Discovery Health, I resolved client medical aid queries within agreed timelines, maintained FAIS compliance with zero regulatory breaches, and built trusted relationships through proactive follow-ups—while also advising clients on cost-effective insurance coverage and improving retention at Jenus Health.
Experience
Work history, roles, and key accomplishments
Service Consultant
Medscheme (Bonitas)
Jan 2024 - Present (2 years 6 months)
Assisted brokers and service providers with benefits and claims queries for medical aid. Ensured service level agreements were met and followed processes, scripts, and standard operating procedures with QA standards.
Medical Aid Consultant
Discovery Health
Apr 2019 - Dec 2023 (4 years 8 months)
Resolved client medical aid queries within agreed service timelines using comprehensive product knowledge and a structured query-management approach. Maintained FAIS compliance with zero regulatory breaches and supported client relationships through proactive follow-ups and benefit alignment reviews.
Broker and Member Support
Jenus Health
Jan 2014 - Mar 2019 (5 years 2 months)
Advised clients on cost-effective insurance coverage aligned to their risk tolerance and financial capacity. Improved retention through annual reviews, loss run analysis, and early-warning alerts on insurer changes.
Education
Degrees, certifications, and relevant coursework
Moonstone Business School
NQF 5 Wealth Management, Wealth Management
2026 -
Studying toward an NQF 5 Wealth Management qualification (in progress) at Moonstone Business School.
Moonstone Business School
2015 -
Attended Moonstone Business School in 2015 (qualification details not provided).
RE5 (Regulatory Examination)
RE5 Certificate, Wealth Management
Earned the RE5 certificate for wealth management, supporting client-facing financial product advice and compliance.
St Barnabas College
National Senior Certificate
Completed the National Senior Certificate at St Barnabas College.
Availability
Location
Authorized to work in
Job categories
Interested in hiring Nomathemba?
You can contact Nomathemba and 90k+ other talented remote workers on Himalayas.
Message NomathembaGet matched with your dream remote job
Sign up now and join over 250,000+ remote workers who receive personalized job alerts, curated job matches, and more for free!
