Summary
Overview
Work History
Education
Skills
Languages
Personal Information
Timeline
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Aqeedah Barron

Cape Town

Summary

Senior Sales Consultant with expertise in short-term insurance and client engagement. Built enduring relationships while ensuring regulatory compliance and optimizing policy administration processes. Focused on leveraging collaborative skills to enhance team performance and drive exceptional results.

Overview

1
1
year of post-secondary education
9
9
years of professional experience

Work History

Short Term Insurance Claims & Policy Administrator

Personix Financial Group
Cape Town
02.2026 - Current
  • Oversaw new business, renewals, endorsements, compliance, and claims processing to enhance overall workflow efficiency.
  • Reviewed and processed insurance applications for accuracy and completeness, facilitating quicker approval times.
  • Managed policy documentation to ensure compliance with regulatory requirements, reducing risks associated with non-compliance.
  • Collaborated with cross-functional teams to streamline policy administration processes.

Senior Sales Consultant

African Bank
Cape Town
07.2025 - 01.2026
  • Cultivated client relationships to identify needs and deliver customized insurance solutions.
  • Delivered product presentations to inform clients about insurance offerings and benefits.
  • Teamed with colleagues to devise sales strategies that enhanced overall performance.
  • Guided clients in making informed investment decisions to enhance their portfolios.

Senior Sales Consultant

Sanlam Direct
Cape Town
02.2020 - 04.2025
  • Expertly sell and underwrite personal lines policies, maximizing client value with tailored benefit options.
  • Maximized client value by customizing sales strategies and benefit options.
  • Conducted detailed policy underwriting to meet individual client needs.
  • Guided new staff members through onboarding processes to enhance team integration.
  • Motivated team members to enhance sales performance and reach objectives.
  • Focused on maximizing sales opportunities to enhance client value.
  • Participated in shadowing experiences while assisting with claims handling and processing tasks.

Senior Consultant

Bonline Telecoms
Claremont Cape Town
02.2018 - 12.2019
  • Drove business broadband sales with a focus on commercial applications and adapted risk underwriting.
  • Cultivated strong client relationships, enhancing loyalty through tailored package modifications.
  • Successfully navigated contract renewals and provided robust support for VoIP sales and service implementations.
  • Boosted client retention rates by delivering outstanding service and support.
  • From time to time assisted in the accounts department (invoicing and invoicing queries).

Education

NQF L 4 : Full Qualification Short Term Insurance - Full Qualification Short Term Insurance

Licence To Skill
02.2025 - 05.2026

Regulatory Exam - RE 5

Moonstone
12.2021 - 12.2021

Licence To Skill Class Of Business
Cape Town
01.2020 - 01.2020

Skills

  • Claims Processing
  • Claims Resolution
  • Insurance Solutions Development
  • Insurance underwriting
  • Policy administration
  • Regulatory compliance
  • Documentation Accuracy
  • Records Management
  • Client relationship management
  • Negotiation
  • TIME MANAGEMENT
  • ADAPTABILITY
  • FLEXIBILITY
  • PROBLEM-SOLVING
  • DECISION-MAKING
  • CRITICAL THINKING
  • ANALYTICAL THINKING
  • TEAM COLLABORATION
  • TEAMWORK
  • LEADERSHIP
  • COMMUNICATION SKILLS
  • VERBAL AND WRITTEN COMMUNICATION
  • ACTIVE LISTENING
  • CONFLICT RESOLUTION
  • Customer service
  • CLAIMS ASSISTANCE
  • Policy Adjustments
  • CUSTOMER SERVICES
  • ACCURACY
  • Policy Adjustments
  • Records Management

Languages

  • English
  • Afrikaans

Personal Information

  • English
  • Afrikaans

Timeline

Short Term Insurance Claims & Policy Administrator

Personix Financial Group
02.2026 - Current

Senior Sales Consultant

African Bank
07.2025 - 01.2026

NQF L 4 : Full Qualification Short Term Insurance - Full Qualification Short Term Insurance

Licence To Skill
02.2025 - 05.2026

Regulatory Exam - RE 5

Moonstone
12.2021 - 12.2021

Senior Sales Consultant

Sanlam Direct
02.2020 - 04.2025

Licence To Skill Class Of Business
01.2020 - 01.2020

Senior Consultant

Bonline Telecoms
02.2018 - 12.2019
Aqeedah Barron