Experience

IFAnet

• Insurance
• 1 - 100 Employee

• Broker Consultant

  • May 2017 - Present

  • Servicing of portfolio of existing and prospective new brokers • Establishing of new Broker Contracts with Product Providers • New Business Quotations • Up-selling and cross-selling products to existing brokers • Servicing Quotes on existing policies • Creating sales and marketing campaigns for portfolio of brokers • Supporting brokers with change management on industry trends • Support brokers with complying with legislative competence requirements • Ensure that the pre-determined monthly sales targets are met • Relationship and post sales management on broker accounts • Conducting competitor and market analysis for broker portfolio • Providing information and material from the various companies that IFAnet have distribution contracts with • Achieve specific targets for the contracted Product Providers



Santam Insurance

• Rivonia

• Service Consultant

  • Jul 2002 - Oct 2005

  My Duties: Back-up to Broker Consultant; admin and general amendments; new business quotes and cross-selling on existing business; credit control; claims monitoring; draft and negotiating renewal terms; drafting of survey requirements; issuing of new business; first point of contact for broker services. My Duties: Back-up to Broker Consultant; admin and general amendments; new business quotes and cross-selling on existing business; credit control; claims monitoring; draft and negotiating renewal terms; drafting of survey requirements; issuing of new business; first point of contact for broker services.