Experience

Santam Insurance

• South Africa
• Insurance
• 700 & Above Employee

• Insurance Consultant

  • Jul 2021 - Present

  • Interacting directly with Brokers, providing technical support, and actioning policy amendments.• Performing policy screening actions on the recommendation of our Claims Department, Underwriting, Broker, Relationship Manager, or Technical Manager.• Processing renewal discount actions to retain business and renewal amendments while adhering to Underwriting guidelines.• Underwriting policies to mitigate risk exposure and to provide clients with accurate cover, handling over 20 requests per day.• Investigating and resolving queries, complaints, and escalations, assisting with debit order queries, and refund calculations.• Assisting Relationship managers and Online brokers with system navigation, authorizations, and underwriting queries. Show less

• Distribution Officer

  • Jun 2018 - Jun 2021

  • Channeling requests for new business issuance, policy maintenance, and renewals on the mainframe.• Identifying trends and inaccuracies and then taking corrective action plans to rectify them.• Identifying training, learning, and development intervention.• Controlling the quality of new and existing policies to ensure data integrity and professionalism.• Reporting data quality and underwriting irregularities on a daily basis.

• Sales Consultant

  • Jul 2016 - May 2018

  • Providing new business quotes and issuing new policies.• Underwriting new and existing business, issuing on average 40 policies per month.• Engaging with the Underwriting and Project Management team to improve the product.• Handling client queries and complaints.• Retained a consistent client base by conducting market research to increase gross written premiums.• Educate and keep me well-informed of market changes and trends in insurance.



Old Mutual Limited

• South Africa
• Financial Services
• 700 & Above Employee

• Financial Advisor

  • Aug 2012 - Jun 2016

  • Sourcing new business through cold calling, averaging over 45 calls per day. • Setting up appointments and traveling to see clients. • Analyzing clients' financial statements and presenting financial solutions according to their financial needs. • Assisted clients with preparing financial plans, conducting investment research, and completing trades and transactions to assess and meet financial goals. • Keeping up to date with clients' circumstances and maintaining relationships. • Increased sales through relationship building and performing thorough needs analysis. • Helped individuals and families build and execute wealth management strategies based on unique goals and objectives Show less



Old Mutual South Africa

• South Africa
• Financial Services
• 700 & Above Employee

• Sales Consultant

  • May 2010 - Jul 2012

  Establish sound working relationships and maximises opportunities with prospective clients. Uses appropriate interpersonal and communication techniques to gain client acceptance. Develops, tracks & reviews business plan to meet individual performance targets. Makes increased contributions by broadening individual skills. Collaborates effectively with others to achieve personal results. Establish sound working relationships and maximises opportunities with prospective clients. Uses appropriate interpersonal and communication techniques to gain client acceptance. Show less