Danie Giliomee

• Valuating property and undertaking structural surveys of buildings
• Planning routes for claims, make arrangements and contact client
• Identifying what is required and outstanding from client
• Deciding on what must be investigated and what specialist and expertise is required
• Assessing risk to provide recommendations to underwriting
• Interacting with the police, weather bureau etc
• Comparing information collected to the policy requirements and claim details presented
• Determining equivalent replacements and determining of risk profile
• Deciding and negotiating on suitable replacement
• Writing claims report and estimating damages
• Handle and resolve complaints and claims in a timely and fair manner

Planning and Prioritization:

• Weekly performance review-Identifying wins/opportunities and setting up a plan of action

• Maintaining of conversion rates and sales targets and compliance levels

• Mid-month touch points with agents discussing current tracking

• Agile hype huddles- Content to be planned for a week in advance

• Team huddles- Set agenda and frequency of huddles

• Meeting all deadlines for deliverables as set out by the business

Coaching:

• Performance Diagnostics

–Knowing your Key KPI’s and how to influence them

• Creating a plan to execute on the coaching area and where possible have the consultant

• Creating Key actions for the consultant to deliver

• Having a detailed and specific follow up plan which includes daily feedback sessions

• Preparation for coaching session which includes all coaching documentation

• Call calibrations- To establish implementation and its effectiveness

Managing Performance:

• Performance Management of all consultants– Ensuring they are delivering on all KPI’s

• Tracking Daily/Weekly/Monthly Results & KPI’s

• Knowing the business KPI’s

• Reviewing consultant performance and identify gaps and provide training

• Planning and Prioritization:
• Weekly performance review-Identifying wins/opportunities and setting up a plan of action
• Maintaining of conversion rates and sales targets and compliance levels
• Planning for the month ahead- Performance & Behavioural
• Mid-month touch points with agents discussing current trackin
• Agile hype huddles- Content to be planned for a week in advance
• Team huddles- Set agenda and frequency of huddles
• Meeting all deadlines for deliverables as set out by the business
• Coaching:
• Performance Diagnostics –Knowing your Key KPI’s
• Creating a plan to execute on the coaching area and where possible have the consultant
• Creating Key actions for the consultant to deliver
• Having a detailed and specific follow up plan which includes daily feedback sessions
• Preparation for coaching session which includes all coaching documentation
• Call calibrations- To establish implementation and its effectiveness
• Engagement:
• Goal setting sessions- to understand consultant motivations
• Revisiting short and long term goals
• Create an inspiring team environment with an open communication culture
• Suggest and organise team building activities
• Daily Agile hype huddles to ensure motivation and energy levels are maintained
• Work together with colleagues from other departments to improve efficiency
• Manage the team to ensure a high level of work ethics and professionalism are displayed
• Managing Performance:
• Performance Management of all consultants– Ensuring they are delivering on all KPI’s
• Tracking Daily/Weekly/Monthly Results & KPI’s
• Knowing the business KPI’s
• Reviewing consultant performance and identify gaps and provide training