1. PERSONAL INFORMATION
Surname Siqumbu
Full Name Zizipho Prudence
Home Address No.53 Erasmus Street
Bramley View
2090
Postal Address Same as above
Contact Numbers 073 2946 721 / 082 710 2443
Date of Birth 26 April 1992
Identity Number 9204260212088
Gender Female
Marital Status Single
Nationality South African
Health Good
Criminal Record None
Driver’s License None
Language Proficiency
Language Speak Read Write Understand
English Excellent Excellent Excellent Excellent
IsiXhosa Excellent Excellent Excellent Excellent
IsiZulu Excellent Excellent Excellent Excellent
Sesotho Excellent Good Good Excellent
EDUCATIONAL QUALIFICATIONS
HIGH SCHOOL EDUCATION
Institution Waverley Girls High School
Highest Standard Completed Grade 12
Year 2010
2. Subjects Passed Accounting
Mathematics
Business Studies
Physical Sciences
English
Afrikaans
Life Orientation
FURTHER EDUCATION AND TRAINING
Name of Institution Khumalo Green
Qualification Certificate for Receptionist
Course Professional Receptionist
Year 2011
Name of Institution Scripture Union Ikemeleng Youth Centre
Qualification Basic Computer Certificate
Year 2010
Programs Intro to PC, MS Word, MS Excel, MS PowerPoint,
Publisher, Internet and Typing
Name of Institution Milpark Business School
Qualification Higher Certificate in Financial Planning
Courses completed Basic Principles of (personal) Financial Planning
Basic Principles of (business) Financial Planning
Financial Planning Products
Law for Financial planners
Income Tax
Medical Schemes Environment
Name of Institution Moonstone
Qualification First Level Regulatory Examination: Representatives
Year 2015
3. EMPLOYENT HISTORY
Current Employer FPM Administrators
Year 22 March 2011
Position Junior Administrator
Contact Number 011 778 9300
Contact Person Carolyn Seely
Key responsibilities
Billing statement & admin coordination:
Phone Discovery Health and arrange billing statements to be emailed to administrator
Sending out billing statements to smaller companies and scanning heir statements
Medical Aid Servicing:
Arranging new membership cards
Arranging tax certificates
Assist with new quotations for the new year
Dispatching of Discovery Health member pack and scanning member certificates
Add on dependent/s
Registration of new born
Termination of membership
Change of bank details
Plan changes during the year
Change of principal member claim queries
Medical aid application admin:
Complete intermediary details
Complete membership application
Chronic illness application
Scan new member certificates
Prepare FPM letter, compliment letter, delivery note and prepare packs for delivery
Set broker appointments
System administration:
Open new folder for new medical aid members
Load data on x-plan for all new pension/provident fund entrants
Ensure that all correspondence and scanned documents are saved in the relevant system
Monitor diary on x-plan
Yearend member details amendments captured on the system
Yearend plan changes captured on the system
Load new members details and open folders for new members
Assisting with new employer applications
Ensure that all correspondence and scanned documents are saved on x-plan
4. Policy servicing:
Rule amendments
Process billings for relevant service providers
Liberty
Momentum
TSA for risk funds
Fussells
Discovery
AON
Pension/Provident fund claims processing
Process withdrawal/retirement claims, follow up, monitor requirements and finalise
Process funeral claims, follow up, monitor requirements and finalise
Process disability claims as per claim process
PIM claims – disability claims with Old Mutual
Process medical requirements, follow up with clients/members and underwriters
Process all new entrants
Obtaining quotes for applications
Processing of renewals
Processing of retirement applications
Processing of section 14 and section 28 transfers
Process “transfer in” for new pension/provident fund entrants that are transferring heir
benefits and the funds that FPM administers
General:
Accountability:
Provide personal and proactive service with quick response times
Report on month (as per review sheets) accurately and timeously
Respond to emails within 245 hours
Binding:
Bind documentation as and when required
Customer focus:
Reply to client queries the same day
Match promise with performance
Answer telephonic queries
Reason for leaving:
I have reached the ceiling in terms of growth and need further upward mobility and growth.
