1. CURRICULUM VITAE:
SONJA OLIVER
[Type the document subtitle]
(680309 0130 080) CONTACT
NO: (082)771-6444

2. CURRICULUM VITAE: SONJA OLIVER
Motivated By Passion, Driven By Results!
Date: December 2016
Name: Sonja
Surname: Oliver
ID Number: 6806280130080
Languages: Afrikaans Fluently
English Fluently
Gender: Female
Marital Status: Married
Available: February 2017
Residential Area: Florida (Roodepoort)
Contact Number: (082)771-6444
Transport Available: Yes
SECONDARY EDUCATION
Institution: Hoërskool Ontdekkers
Qualification: Matric
Completion Date: 1985
FURTHER STUDIES
Due to personal information, this Curriculum Vitae is Private and Confidential. No information may be released to any party without written consent.

3. Institution: UJ (1986 -1988)
Qualification: B Com (Communication)
Note that 2 subjects failed hence did not obtain degree, however completed the
3 yrs.
Completion Year: 1988
Institution: Liberty Life Training
Qualification: Transforma 1 (COP 1)
Transforma 2
Transforma 3
Letter writing
Telephone etiquette
Compass and BPC overview
Social Styles
Workflow
Completion Year: Throughout working career
EMPLOYMENT HISTORY
Company Name: Liberty Life
Date of Employment: 1/2/1989 to date
Position Held: Administrator / Senior Administrator / Team Leader / Senior Claims assessor /
Trustee Liaison & Recommendations (current)
Due to personal information, this Curriculum Vitae is Private and Confidential. No information may be released to any party without written consent.

4. Manager: Various: Graeme De La Harpe / Vijay Pillay / Kholisani Dube / Janet Opperman
(Reported to Janet Opperman – 408-4219 for the longest period – Graeme De La
Harpe left the company).
Experience: As Administrator:
o Loading new members
o Salary and category changes
o Processing withdrawal claims in line with scheme rules
o Banking cheques (we later moved to M65 electronic payments)
o Processing revisions (renewals)
o General Scheme maintenance
o General operational queries.
As Senior Fund Administrator:
o In addition to the normal duties noted above:
o Processing of S14 and S28 terminations / liquidations
o Processing of journals
o Processing reconciliations
o Processing medicals via underwriting
o Own planning and prioritization
o Coaching other team members
As Section Head:
o Checking outputs & quality control of team members
o Training on the various processes
Due to personal information, this Curriculum Vitae is Private and Confidential. No information may be released to any party without written consent.

5. o Mentoring and coaching team members
o Planning / mapping of new processes as well as the testing involved.
o Processing team productivity stats
o Conducting performance appraisals
o Internal and external customer liaison
o Investigation and responses to customer queries, complaints and escalations
o Assisted staff with planning and prioritization of work to meet / maintain SLA
o Attended meetings to represent the team /area
o Communication back to the team on relevant issues
o Keeping staff abreast of changes affecting their working scope
o Ensured work is done with the agreed service level agreements
As Team Leader:
o Responsible for the output of the whole team
o Barrier busting
o Ongoing mentoring and up-skilling of team members
o Attending management meetings
o Manual cheque signing prior to automation of the process
o Keeping team aligned with company objectives
o Conducting performance appraisals
o Client visits
o Customer complaints.
o Presentation of stats to management
o Using reports to identify challenges and areas for improvement or urgent action
o Identifying opportunities and shortcomings within the team
o Motivating team members
o Communication of business risks to management
o Building client relationships
As Senior Death Claims Assessor:
Due to personal information, this Curriculum Vitae is Private and Confidential. No information may be released to any party without written consent.

6. o Reviewing claim documentation by verifying if it is certified by a Commissioner of
oaths
o Validating the claim (in terms of the policy by monitoring pre-existing conditions,
eligibility and late submission)
o Verifying the benefit payable on the system against client records and fund rules
o Ensuring the necessary information has been obtained to enable the trustees to
make a distribution decision
o Liaising with beneficiaries and / or brokers to obtain any missing information or
clarity on the facts of the claim.
o Keeping records of any tele-communications
o Requesting additional requirements in writing where required
o Client liaison relating to the requirements and any other enquiry
o Creation of claims on the system
o Dealing with and responding to complaints.
o Sitting on committees formed based on or identified through staff surveys
o Initiate change requests
o Change management
As Recommendations officer:
o Extensive knowledge of S37 C of the pensions Funds Act
o Application of the act
o Assessing submissions for pre-existing conditions and late submission of claims
o Reviewing information provided on documents and by the claims assessor from interviews with
family members for any discrepancies or contradictions in the
information provided
o Identifying gaps that would prevent an uninformed distribution decision
o Application of the factors as upheld by the PFA in terms of previous determinations
(benefit amount, extent of financial dependency, financial
Due to personal information, this Curriculum Vitae is Private and Confidential. No information may be released to any party without written consent.

7. o circumstances including future earning potential, payments from other sources, wishes of the
deceased, relationship to the deceased etc)
o Sifting through data to obtain relevant information and exclude irrelevant facts
o Presenting distribution recommendations as mandated to the Board of Trustees in line
with the stipulations of S37 C of the act and within the protocol of the
Board
o Communication of responses relating to objections received to the distribution decisions
made.
o Re-presenting claims to the Board that could become potential PFA objections
o Investigating and drafting responses to PFA and Ombuds objections prior to presentation
to the Board via the sub-committee
o Drafting reports on claims which has been decisioned on a weekly or monthly basis as
required.
o Presenting action plans relating to any claims not decisioned prior to it reaching the 12 month
anniversary date
o Ensuring claims assessors stay abreast of changes in legislation and new Board requirements
as they arise.
o Coaching team members on the reasons for requesting specific requirements
o Responding to general queries, complaints and escalations
o Communication of PFA determination outcomes to the team and management.
o Identifying if a shift in protocol is required based on the determination.
o Testing of and providing input to new processes and procedures
o Assistance with changes to standard forms
o Training of stakeholders e.g. broker assistants
Strengths: Computer Literate
Self-Motivated
Able to work towards Deadlines
Able to work independently
Due to personal information, this Curriculum Vitae is Private and Confidential. No information may be released to any party without written consent.

8. Logical thinker
Attention to detail
Strong written and verbal communication skills
Maintains High Standards
Do not believe in quick-fixes
Results Driven
Able to transfer skills
Fast Learner
Thorough
Committed
Stable
Stress Tolerant
Reliable
Analytical
Competent
Willing to go the extra mile
Dedicated
Enthusiastic
Motivator
Areas for Improvement: Being thorough and not believing in shortcuts, although minimizing the risk has
its downside in terms of slower processing. I do however believe in quality over
quantity.
Reasons why I should be employed:
I would be the best person for the job, as, besides being a hard and committed worker, I have the necessary
skills and abilities to make a success and add value should I be successfully employed.
Due to personal information, this Curriculum Vitae is Private and Confidential. No information may be released to any party without written consent.

9. Being driven, results orientated and as I thrive on challenges, I deliver a high standard of work. My ultimate
goal will be to contribute positively to the objectives and goal of the department /team and company as a
whole. My aim would be to earn rewards for the company in terms of client perception and high quality outputs,
whilst also promoting my individual development.
I can work independently even in a pressurised environment with strict deadlines, and have strong analytical,
investigative and probing skills.
Attention to detail is my forte and I am methodical and structured in my work. I fully understand that change is
a constant in order to keep up with technology and cope well with new procedures / processes.
My ability to communicate and interact effectively with staff at all organizational levels adds to my emotional
intelligence.
I believe in doing the right thing, the right way, on time, first time every time.
I would appreciate your favorable consideration to shortlist me for this or any other position.
Sonja
Due to personal information, this Curriculum Vitae is Private and Confidential. No information may be released to any party without written consent.

10. Being driven, results orientated and as I thrive on challenges, I deliver a high standard of work. My ultimate
goal will be to contribute positively to the objectives and goal of the department /team and company as a
whole. My aim would be to earn rewards for the company in terms of client perception and high quality outputs,
whilst also promoting my individual development.
I can work independently even in a pressurised environment with strict deadlines, and have strong analytical,
investigative and probing skills.
Attention to detail is my forte and I am methodical and structured in my work. I fully understand that change is
a constant in order to keep up with technology and cope well with new procedures / processes.
My ability to communicate and interact effectively with staff at all organizational levels adds to my emotional
intelligence.
I believe in doing the right thing, the right way, on time, first time every time.
I would appreciate your favorable consideration to shortlist me for this or any other position.
Sonja
Due to personal information, this Curriculum Vitae is Private and Confidential. No information may be released to any party without written consent.