Experience

CONNECTAQUOTE

• South Africa
• 1 - 100 Employee

• Saves Agent

  • Nov 2022 - Present

  Assisting the company by retaining clients through problem solving, client issue resolution and requoting. Assisting the company by retaining clients through problem solving, client issue resolution and requoting.

• First Call Resolution Agent

  • May 2020 - Aug 2022

  The focus of this position is to assist & resolve client queries at first point of contact via phone, email or chat.

• Retention Specialist

  • Mar 2020 - May 2020

  Assisting the company by retaining clients through problem solving, client issue resolution and requoting.

• Sales Representative

  • Jan 2020 - Feb 2020

• Retention Specialist

  • Nov 2019 - Dec 2019

  Assisting the company by retaining clients through problem solving, client issue resolution and requoting.

• Audit

  • Aug 2019 - Oct 2019

  Validating & auditing client's insurance policies & documentation. Assisting with fraud cases and meeting KPIs. Liaising with clients & underwriters to ensure a smooth audit process. Using databases such as Experian, Claims Underwriting & Exchange.

• Customer Service Agent

  • May 2018 - Jul 2019

  Assisting customers, underwriters, the MID & police with their queries via phone & email. Processing emails & auditing documentation.



Old Mutual South Africa

• South Africa
• Financial Services
• 700 & Above Employee

• Administrator

  • May 2016 - May 2018

  Updating client information, FICA, AML, FACTA & NPS. Performed functions of quality management where I assisted in creating SOPs, training staff, retrieving & quality assessing calls. Upskilled & worked overtime for other departments on Welcome campaigns & auditing documentation. Updating client information, FICA, AML, FACTA & NPS. Performed functions of quality management where I assisted in creating SOPs, training staff, retrieving & quality assessing calls. Upskilled & worked overtime for other departments on Welcome campaigns & auditing documentation.