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
<ul><li>Company Overview: Loggerhead is a premier Florida property insurer that offers a user-friendly process, transparent claim handling, and prompt solutions for policyholders, creating a world-class customer experience.</li><li>Responsible for creating, directing, and managing the Customer Service, Internal Sales, and Agency Support functions for a new Homeowners' Insurance Company in Florida by overseeing the short and long-term strategies of the organization's customer success journey. This may include, but is not limited to, providing strategic recommendations regarding concepts and routines that drive efficiency and empower employees.</li><li>Work closely with the CEO and COO on all aspects of delivering service to customers and agents.</li><li>Provide strategic oversight and guidance to the operational leadership team.</li><li>Work closely with other department heads to support projects or procedures that have a direct impact on customers.</li><li>Responsible for the selection and implementation of the CSAT platform as well as the Customer Relationship Management (CRM) software currently in use with the organization.</li><li>Responsible for building out all operational teams, including job development, standard operating procedures, quality management, and the like.</li><li>Work in an integrated fashion with third-party vendors to provide "world-class" customer service to Policyholders, Agents, and other customers both in and out of inbound and outbound settings.</li><li>Collaborate with business units throughout the organization to design, develop, and implement consumer-focused business practices, procedures, and Corporate Policies.</li></ul> at Loggerhead Reciprocal Interinsurance Exchange<ul><li>Company Overview: Loggerhead is a premier Florida property insurer that offers a user-friendly process, transparent claim handling, and prompt solutions for policyholders, creating a world-class customer experience.</li><li>Responsible for creating, directing, and managing the Customer Service, Internal Sales, and Agency Support functions for a new Homeowners' Insurance Company in Florida by overseeing the short and long-term strategies of the organization's customer success journey. This may include, but is not limited to, providing strategic recommendations regarding concepts and routines that drive efficiency and empower employees.</li><li>Work closely with the CEO and COO on all aspects of delivering service to customers and agents.</li><li>Provide strategic oversight and guidance to the operational leadership team.</li><li>Work closely with other department heads to support projects or procedures that have a direct impact on customers.</li><li>Responsible for the selection and implementation of the CSAT platform as well as the Customer Relationship Management (CRM) software currently in use with the organization.</li><li>Responsible for building out all operational teams, including job development, standard operating procedures, quality management, and the like.</li><li>Work in an integrated fashion with third-party vendors to provide "world-class" customer service to Policyholders, Agents, and other customers both in and out of inbound and outbound settings.</li><li>Collaborate with business units throughout the organization to design, develop, and implement consumer-focused business practices, procedures, and Corporate Policies.</li></ul> at Loggerhead Reciprocal Interinsurance Exchange