Customer Service Specialist

• Sep 2021 - Present

Customer Success Coordinator

• Sep 2021 - Present

Facilitating and onboarding training for new B2B customersTraining programs for existing B2BCompiling all training materials and ensurring they are up to date.Working as part of the Customer Success Team, taking a flexible approach to problem solving and offering a range of solutions.

Financial Advisor

• Mar 2019 - Nov 2021

Ctrl is a new start up business, that is revolutionizing the insurance industry with a new cellphone application. A broker in your pocket and I am here to help with implementing systems from a broker perspective. I am handling the following.RenewalsNew quotationsGeneral underwritingDelivering excellent client service.Responding to clients with companies’ policy and procedures.Ensuring all queries are logged and remedial action turnaround time is within 24 hours.Following up on all clients queries.Following up on unpaid debit orders.Following up on claims and registering new claims.Following up on all clients queries.Following up on unpaid debit orders.Implementing of new claims/underwriting procedure.Managing and solving all insurance related queries efficiently. Show less

Independent Business Owner

• Dec 2015 - Feb 2019

Responsible for visual marketing of the store, online marketing, and event coordinating and planning. Perform administrative work such as answering phones, directing calls, filing paper work, scheduling appointments and using the P.O.S. system to keep up with all information on our customers. Provided personalized customer services for brides, and their bridal party, to select wedding attire and coordinating accessories Recommend bridal gowns based on each customer’s body type and personal taste Inform customers about the range of styles, colours and cuts they can select from Style bridal looks with jewellery, veils, gloves and headpieces Help brides try on dresses and accessories Take measurements and arrange alterations on dresses, as needed Provide accurate information about gowns, like pricing and materials Schedule dress fittings with clients Coordinate delivery, pick-up and return of dresses Participate in bridal expos to promote our store and wedding dresses to potential customers Social Media and Internet Blogging on our website Updating facebook and Instagram daily. Facebook (over 10 000 likes) www.facebook.com/ektroubridal Instagram (over 1000 followers) www.instagram.com/ektrou Designing of online store and website with Shopify. www.ektrou.co.za Designing of ads for social media. Advertising on all platforms – Social etc. Show less

Personal Lines Manager

• Apr 2015 - Apr 2017

Renewals New quotations General underwriting Delivering excellent client service. Responding to clients with companies’ policy and procedures. Ensuring all queries are logged and remedial action turnaround time is within 24 hours. Obtaining new quotations from various companies. Following up on all clients queries. Following up on unpaid debit orders. Newsletter Managing and solving all insurance related queries efficiently. Renewals New quotations General underwriting Delivering excellent client service. Responding to clients with companies’ policy and procedures. Ensuring all queries are logged and remedial action turnaround time is within 24 hours. Obtaining new quotations from various companies. Following up on all clients queries. Following up on unpaid debit orders. Newsletter Managing and solving all insurance related queries efficiently.

Broker assistant – Underwriter, Claims consultant

• Jan 2012 - Apr 2014

CommercialPersonalAgriRenewalsNew quotationsGeneral underwritingDiary for BrokerDelivering excellent client service.Responding to clients with companies’ policy and procedures.Ensuring all queries are logged and remedial action turnaround time is within 24 hours.Obtaining new quotations from various companiesCommercial, Agri and personal claims.Following up on claims and registering new claims.Liaising with assessors and attorneys.Recoveries .Commercial and personal underwriter.Amending on clients policy’s and checking the new schedules. (Personal, Agri & Commercial)Following up on all clients queries.Following up on unpaid debit orders.Doing the yearly renewals on personal, Agri and commercial policies. Show less

Senior Claims Manager

• Apr 2009 - Dec 2012

Commercial and personal claims.Implementing of new claims procedure.Follow up on claims and registering new claims.Liaising with assessors and attorneys.Recoveries. Maintain a well-organized, structured office.Managing all aspects of claims and related administration, in accordance with the insurance placements and policy terms.Ensuring that all claims are recorded.Appointing assessors.Respond to clients with companies’ policy and procedures.Submitting monthly statistics to the branch manager and brokers.Managing and solving all insurance related queries efficiently. Show less

Broker - Office Manager

• Nov 2006 - Mar 2009

Delivering excellent client service. Responding to clients with companies’ policy and procedures. Ensuring all queries are logged and remedial action turnaround time is within 24 hours. Obtaining new quotations from various companies. Commercial and personal claims. Following up on claims and registering new claims. Liaising with assessors and attorneys. Recoveries . Commercial and personal underwriter. Amending on clients policy’s and checking the new schedules. (Personal & Commercial) Following up on all clients queries. Check all the commission statements. Following up on unpaid debit orders. Doing the yearly renewals on personal and commercial policies. External/internal broker responsibilities. Attending to mail/post Phone clients with new information. Doing the companies’ tax. Salaries. (Regulating monthly salaries) Maintaining a well-organized, structured office Show less

Claims Specialist

• Jan 2002 - Mar 2006

Delivering excellent client service. Responding to clients with companies’ policy and procedures. Following up on claims and registering new claims Liaising with assessors and attorneys Recoveries Delivering excellent client service. Responding to clients with companies’ policy and procedures. Following up on claims and registering new claims Liaising with assessors and attorneys Recoveries