Experience

Assupol Life

• Insurance
• 700 & Above Employee

• Sales Support Specialist

  • Apr 2018 - Present

  - To support the regional manager in achieving the provincial goals , income and profit budgets by way of managing the behaviour of staff and relationships with group company staff in branches, through training, support and motivation. - To ensure on-going and successful sales and distribution of Insurance products through the branch network (branch including business staff). - To implement sales plans actions and identity sales opportunities. - To ensure all compliance issues are dealt with and compliance targets are met. - Oversees the sales performance across all products. - Ensure that Assupol Insurance brokers cross- selling takes place in new and existing business, within the branch. - Plan and execute exciting , innovative sales tactics. - Identify gaps/ anomalies and develop ideas to rectify and improve performance. - Assist in the development and repositioning on new product initiatives. - Provide timeous feedback on queries/complaints and sales statistics. - Analyses MIS to understand where the sales gaps, are within the products and the different channels. - Advises and share best practices, tactics and action plans with sales staff to close sales gaps. - Handles basic activities/ queries that fall within policy terms and understand the impact of actions on other areas of the business (claims / underwriting/ sales). - Constantly maintain a professional environment and celebrate successes - Attend regular meetings/connect with branch teams. - Support other business units and other departments with Assupol. - Apply knowledge, resources and experience to resolve problems. - Take personal responsibility for coaching and mentoring others. - Assist and ensure that staff is appropriately and consistently rewarded and recognised for their achievements and outputs. - Encourage, clarify, and show the team how to reach common and shared goals. - Ensure competency based training on Assupol products takes place. Show less



Hollard Insurance

• South Africa
• Insurance
• 700 & Above Employee

• 2IC/Assistant Branch Manager

  • Oct 2015 - Present

  Responsible 2IC (mentoring and buddying of new employees, motivate staff, and taking responsibility for the branch in the absence of the Branch Manager - To action, co-ordinate and ensure efficient functioning of the branch - Ensure that processes are followed and Compliance at all times. - Managing accounts - Identify new business (target market) and liaise with the branch manager - Conduct take on or Activations with Employer sales team - Research the market place and providing clients with information on new and existing products and services - Design financial strategies based on the client circumstances - Provide features and benefits for clients to make informed decisions - Promote and sell financial products to meet given or negotiated sales targets - Act as a point of reference to appropriately solution the client - Consulting about funeral, life, hospital plans and doing confirmations telephonically - Presentations - Establish long-term relationships with clients and other stakeholders - Processing and assessment of funeral, life and hospital claims - Authorize and send claim for payments - Manage claims in terms of claim SLA - Check if policy is up to date and whether there were any reinstatement or restart. - Coaching - Perfomance reviews - Observations - Identify gaps for training to minimize errors - Checking accuracy of reports and records - Communicating internally - Managing customer expectations - Interacting with diverse people - Interacting with external clients - Working in a fast-paced environment - Working in a team - Working with spread sheets - Presentations Show less



Capitec

• South Africa
• Banking
• 700 & Above Employee

• • Jul 2012 - Nov 2013

  Duties and responsibilities:- Identify new business (target market) and liase with the branch manager- Plan and implement marketing plan- Presentations- Promotions

• • Jan 2012 - Nov 2013

  Duties and responsibilities entailed:- Client service (servicing clients and driving client service)- General Administration- Ability to guide and motivate other team members and take responsibility for the branch - Offer guidance to team environment ( confidence , articulate and has presence)- Analysing and diagnosing skills- Co- ordinate and monitor branch in the absence of branch manager and see to it that everything is up to standard and in compliance.- Coach and energize team members- Coordinate arrears and follow up- Collection and payment arrangements with clients- Pay date management- Conversions ( salary and debit order switch)- Receive and respond to customer service account inquiries on account balances, transaction details, statements and fees and charges.- Open new accounts/Closing accounts- Alterations to existing savings and cheque accounts- Inquiries for home, car and personal loans- Inquiries on internet services- Handling cash transactions and cash balancing- Overseas transfers- Set up periodical payment authorities on accounts- Promote bank products and services- Change statement of account cycles- Identify customer needs- Refer customers to appropriate banking services and representatives.- Telemarketing and referral obtainment Show less