Phumlani Mkhulungu
@phumlanimkhulungu
Customer service professional with 5+ years' financial services experience focused on client care.
South AfricaWhat I'm looking for
I am a customer service professional with over five years of experience in the financial services industry, specializing in client care, process optimization, and data management.
At Sanlam I process client requests, generate financial documents, and resolve premium payment issues while maintaining high customer satisfaction through timely communication.
My background includes roles in CRM-driven customer support, project coordination for an NPO, and administrative positions that emphasized data accuracy, regulatory compliance, and cross-departmental collaboration.
I hold a National Diploma in Office Management & Technology, advanced Excel certification, and training in data management; I bring strong technical aptitude, attention to detail, and a team-first mindset to drive operational improvements.
Experience
Work history, roles, and key accomplishments
Client Care Representative
Sanlam
Aug 2021 - Present (4 years 10 months)
Process client requests and financial documentation, resolve premium payment and account deduction discrepancies, and maintain high customer satisfaction through timely email and phone responses.
Client Care Representative
Vodacom South Africa
Sep 2019 - Jul 2021 (1 year 10 months)
Managed customer interactions via CRM, resolved billing and service inquiries, and assisted with data verification and account reconciliation to improve service outcomes.
Project Coordinator
HeePD / Standing Tall NPO
Oct 2017 - Aug 2019 (1 year 10 months)
Coordinated cross-departmental communications and project timelines, maintained confidential client records, and prepared meeting agendas and progress reports to support program delivery.
Administrative Clerk
Old Mutual
Aug 2015 - Jun 2017 (1 year 10 months)
Performed data entry, call screening, and document processing while supporting financial advisors with client communications and compliance checks.
Paraplanner
Old Mutual
Nov 2014 - Jul 2015 (8 months)
Conducted client portfolio reviews, identified financial planning opportunities, and generated leads for financial advisors through outbound calls.
Education
Degrees, certifications, and relevant coursework
Success Builders International
Digital Literacy, Data Management Technology
2021 - 2021
Completed a Digital Literacy program focused on data management technology in 2021.
Cape Peninsula University of Technology
National Diploma, Office Management & Technology
2021 - 2021
Earned a National Diploma in Office Management & Technology in 2021.
Vodacom (Learnership)
NQF Level 4, Business Administration
2020 - 2020
Completed an NQF Level 4 learnership in Business Administration in 2020.
Master Grade IT
Certificate, Microsoft Excel (Advanced)
2015 - 2015
Obtained a Microsoft Excel Advanced Certificate in 2015.
Vista Nova High School
Matric Certificate, Secondary Education
2007 - 2007
Completed secondary education and obtained a Matric Certificate in 2007.
Tech stack
Software and tools used professionally
Availability
Location
South AfricaAuthorized to work in
Job categories
Skills
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