Senior Servicing Consultant
February 8, 1988

About Candidate

Dear Sir/Madam

As a dedicated professional with 10+ years of experience in the corporate environment and a certificate in Risk Management (2021), I am prepared to surpass your expectations for this role as Senior Employer Benefit Consultant.

Throughout my career, I have amassed comprehensive experience in leading motivated and productive teams, as well as driving policy development and implementation to minimize financial losses.

My demonstrated success in overseeing strategic business planning and implementation, along with my excellent analytical and problem-solving skills, positions me to make a significant impact on your organization.

Highlights of my experience include:

  • Providing accurate and detailed oversight of financial analyses while collaborating with multiple teams and authorities to enable maximum efficiency and productivity.
  • Monitoring and supporting of technical teams ranging from developers, data analytics, actuaries and underwriters.
  • Organize meetings and train external stakeholders on new and existing product development and processing of data information.
  • Participation in system testing and business continuity planning exercises.
  • Perform administrative tasks on policies i.e creating quotes using Microsoft Excel to calculate integrated benefit values, provide a calculation breakdown on policy anniversaries, processing and servicing changes on quotes.
  • Building and maintain long-term relationships with office managers, broker consultants and associates

Combining my expertise in directing all facets of consulting and management with my inherent interpersonal and organizational skills, I am ready to provide outstanding service within your organization and look forward to discussing the position with you in further detail.

Thank you for your consideration, and I hope to hear from you soon.

Gigi Malefo



Long term Insurance Certificate NQF 4 2010
Insurance Sector Education and Training (INSETA)

Unit standard achieved: interpretation of basic financial statements investigate ways of managing financial risk in own lives use mathematics to investigate and monitor the financial aspects of personal, business, national and international issues apply knowledge of statistics and probability to critically interrogate and effectively communicate findings on life related problems read, analyze and calculate shape and motion in 2 and 3 dimensional space in different contexts describe the need to provide financially for own retirement

Data Analysis 2018
GetSmarter UCT

Modules completed: Module 1 Fundamentals of Data-Driven Decision-Making the key concepts and principles of data analysis, and how it can be used to drive business decision-making. Module 2 Research Questions for Data Analysis Explored the different types of data analysis, and the research questions that can be answered using these data analysis techniques. Module 3 Organising Data in Microsoft Excel Learned the basic functions and formulas for sorting, aggregating, and managing data for analysis in Microsoft Excel. Module 4 Statistical Analysis Using Microsoft Excel Learned how to conduct a statistical analysis in Microsoft Excel using several statistical methods and operations. Module 5 Interpretation of Outcomes Learned how to interpret statistical findings and draw meaningful conclusions from data related to a variety of business needs. Module 6 Data Presentation and Visualisation Discovered how to create informative graphs and charts, and how to write impactful reports to guide business decision-making. Module 7 Introduction to Databases and SQL Studied the fundamental constructs of SQL and relational databases, and understand the opportunities and challenges of working with databases. Module 8 Looking Towards the Future Critically reflect on the research process, explore other data analysis tools, and the future of data analysis.

Program in Risk Management NQF 6 2021
University of South Africa

Modules completed: Introduction to Enterprise Risk Management: Covered the primary risk types and risk management framework. Business Management: The important aspects of management, which included risk management as a management discipline. Business Finance and Accounting: Understanding the concepts as well as the role of finance, auditing and risk. Economics: Learned how the economic environment is an important component to be considered by risk managers during a risk analysis process Risk Financing: Learned to ensure the cost-effective management of risks and various important aspects such as insurance management and self-funding. Risk Control: Learned how risk control can be regarded as one of the most essential components of risk management

Work & Experience

Senior Servicing Consultant 2018-04-01

Processing of all daily and monthly transactional activity within agreed service levels. Participate in monthly/quarterly systems testing and business continuity planning exercises. Develop and maintain excellent business relations with internal and external clients. Ensure delivery of key operational attributes such as data completeness and data quality. Perform administrative tasks on policies i.e creating quotes using Microsoft Excel to calculate integrated benefit values, provide a calculation breakdown on policy anniversaries, processing and servicing changes on quotes.

Servicing Administrator

Capture, process and quality assurance daily of clients profiles on system Allocate work to other team members and peer checking Liaise with On-boarding stakeholders to clarify queries arising from quotes, applications and processes Communicate effectively with broker consultants to resolve issues/escalations and ensure expectations are met

Client Service Consultant

Perform administrative tasks and other related work as assigned by superiors Answering inbound calls timeously Inform clients about life policy products by explaining procedures, answer questions and provide information Co-ordinate my own administration that includes the allocation of tasks to colleagues and where required, re-routing of queries to the correct departments

Senior Service Consultant

Maintain accurate details and statistics of all queries received and resolved Answer inbound calls from clients and brokers Manage required mailboxes and reply to requests within the required Service Level Agreement (SLA) Keep up to date with product changes to ensure that all key stakeholders are accurately serviced