Experience

Assupol Life

• Insurance
• 700 & Above Employee

• Client Services Administrator

  • Mar 2018 - Present



1Surance

• Client services consultant

  • Jan 2015 - Mar 2017

  • Handle client enquiries and refer to Client Care Centre.• Verify and change client records.• Handle all incoming and outgoing postage.• Scan and refer documents to Client Service Centres and Branches.• Take responsibility for administrative task in the office.• Leads generation for sales.• Workplace management.• Provide performance statistics• Generate new application on e-mail requests• Report any complaints and refer to compliance officer • Follow up on queries and keep record of every alterations and amendments• Arrange debit orders and cancellation reports• Apply retentions upon unmet policies • Submit claims, stipulate claims process and requirements of a claim



MMI Holdings

• South Africa
• Financial Services
• 700 & Above Employee

• Financial Advisor

  • Aug 2013 - 2014

  • Calling Clients and completing Financial Products application.• Making Presentations, Quotations and help clients in decision making.• Capturing customer information • Application of new policies / sales and upselling• Assist with customer queries• Providing relevant feedback & contact follow-up • Calling Clients and completing Financial Products application.• Making Presentations, Quotations and help clients in decision making.• Capturing customer information • Application of new policies / sales and upselling• Assist with customer queries• Providing relevant feedback & contact follow-up



Direct Channel Holdings (PTY) LTD

• Outsourcing/Offshoring
• 100 - 200 Employee

• Sales Consultant

  • Jan 2012 - 2013

  Selling Old Mutual Policies(Investment, Education plan,life cover,funeral plan and Accidental pla), attending inquiries and sending to direct help center.making quotations, telemarketing and completing applications telephonically. Selling Old Mutual Policies(Investment, Education plan,life cover,funeral plan and Accidental pla), attending inquiries and sending to direct help center.making quotations, telemarketing and completing applications telephonically.