Bongiwe TV Mncina
Short Term Insurance Consultant
Fourways, Johannesburg
Summary
Results-driven professional provides customers with tailored solutions to meet needs. Successfully establishes relationships with customers and delivers quality service. Agile individual with excellent communication and customer service skills.
Overview
9
9
years of professional experience
Work History
Short Term Insurance Sales Consultant
Telesure Investment Holdings
09.2024 - Current
- Generating quotes and proposals for clients to ensure appropriate coverage solutions were recommended and implemented.
- Facilitated informed decision-making by educating clients on diverse insurance benefits during consultations.
- Drove client satisfaction by delivering specialized advice and adapting coverage to their specific needs.
- Following up promptly with interested clients to match individual needs.
- Negotiating with clients to establish best for their needs.
- Developed strategies to boost sales of insurance policies effectively.
Associate Business Consultant
Discovery Consulting Services
10.2018 - 08.2024
- To assist in building, Maintaining and developing Broker relationships
- To manage, personally oversee, provide dedicated Support and administrate a portfolio of brokers, relating to new business, queries and / or escalations either telephonically or via correspondence, in line with minimum operating standards of servicing and growth strategies and service channels.
- Exporting/uploading of new business quotes
- Facilitate the retention of existing business
- Finance ,Debits, Refunds,Commission queries
- Assist and /or facilitate premium reviews
- Liaise with the Key Accounts Manager on discounts
- Underwriting queries
- Process policy amendments on behalf of brokers within the agreed SLA
- Register new claims, Motor/ None - Motor
- Advise brokers on the claims process
- Follow up with the claims handler/ Service providers and provide feedback to the brokers regarding progress
- Escalate unresolved claims to the relevant team leaders / Managers
- Manage complaints with calm, clear communication and problem Solving
- Thrived in fast-paced environment with energy and enthusiasm
- Build relationships with all internal divisions from consultants to Management level
- Relationships with service providers
- Weekly / Monthly check-in sessions with brokers either face to face or telephonically
- Attending Broker meetings where required in person / Virtual
- Sending daily Broker reports / Figures
- Providing product and systems training to broker's admin / call centre agents
Insurance Broker Consultant
Aurum Risk and Investments
09.2017 - 09.2018
- Manage the process on any additional information requested by Risk
- Generating new business quotations for financial advisers and call centre agents
- Underwriting of short term & commercial policies
- Manage the process on all 'hold cover' business
- Activate new business policies
- Filing, Quality Assurance, client servicing, claims, retentions
- Liaised with clients to effectively communicate findings, providing detailed recommendations for optimal results
- Strictly followed process documentation and checklists on both long and short term insurance
Short term personal + Commercial Sales Consultant
Ample Insurance Brokers
02.2016 - 09.2017
- Contacting clients who have shown interest in the short term & commercial products
- Complete sales with customers as per agreed targets for daily sales volumes, conversions and quality assurance
- Ensures customer information is captured accurately
- Ensure that all reported sales are captured as per processes
- Follow up with existing clients to ensure that current products are still suitable and resell where necessary
Skills
- Customer Service
- Administration Quality
- Compliance and Accreditation
- Team Support
- Excellent Verbal and written communication skills
- Excellent interpersonal skills
- Multilingual
- Goal oriented
- Financial acumen
- Insurance sales
- Product knowledge
- Customer engagement
Education:
- Class of Business Short Term Personal Lines
- NQF 5 Wealth Management
- RE 5
- Matric
Other:
- Own Vehicle, C1 Driver's License
References :
Tankiso Mafonyule :Team Leader, (Telesure) : 0719724542
Parusha Naicker : Manager ( Discovery) : 082 902 8934
Charlene Develiers : Manager ( Aurum Risk & Investments) : 010 000 1990
Natasha Pillay : Manager : ( Ample Insurance Brokers ) : 086 111 2466
Timeline
Short Term Insurance Sales Consultant
Telesure Investment Holdings
09.2024 - Current
Associate Business Consultant
Discovery Consulting Services
10.2018 - 08.2024
Insurance Broker Consultant
Aurum Risk and Investments
09.2017 - 09.2018
Short term personal + Commercial Sales Consultant
Ample Insurance Brokers
02.2016 - 09.2017
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