Professional Insurance Advisor (Agent) — SanlamAllianz (data entry and record management supporting claims and client documentation)
Handled customer policy and claims documentation while performing data entry and record management for insurance workflows. Reviewed and maintained client records to support accurate follow-up and claims processing. Managed digital data associated with policy documentation in an operational setting. • Entered and updated structured client and policy information • Managed and organized record files for retrieval • Supported claims-related client follow-up using maintained records • Ensured data accuracy and completeness under deadlines