Erika Jansen Van Rensburg
Financial Advisor
Bloemfontein,FS
Summary
Proven Broker Sales Representative with a track record of enhancing client satisfaction and expanding the client base at Cieltjie Van Vuuren Makelaars. Skilled in negotiation and relationship management, I increased efficiency and client retention through strategic planning and effective communication. Excelled in sales strategy development and financial analysis, achieving notable client loyalty and business growth.
Overview
11
11
years of professional experience
1
1
Certificate
Work History
Broker Sales Representative
Cieltjie Van Vuuren Makelaars
07.2021 - Current
- Assisted clients with claims processing, ensuring a smooth experience during difficult times.
- Leveraged knowledge of company insurance products and services to advise customers on appropriate choices.
- Provided exceptional customer service by responding quickly to inquiries, resolving issues, and anticipating client needs.
- Called potential clients to set up appointments according to mutual availability.
- Educated clients on various insurance products, enabling informed decisions regarding their coverage options.
- Evaluated accuracy and quality of data entered into agency management system.
- Developed strong relationships with insurance carriers, allowing for more efficient claim resolution processes.
- Strategized with clients to create customized insurance policy packages while informing clients of investment opportunities to protect assets.
- Generated referral business from satisfied customers who shared positive experiences with friends and colleagues.
- Achieved high customer retention rates by maintaining open communication channels and addressing concerns promptly.
- Tracked progress of all outstanding insurance claims.
- Organized regular check-ins with clients to review coverage limits and ensure adequate protection as their life circumstances changed.
- Maintained thorough knowledge of insurance regulations, staying up-to-date on changes that could impact clients or business operations.
- Met with prospective customers and business owners in homes, businesses, and other settings.
- Participated in ongoing professional development, staying current with insurance best practices and emerging industry trends.
- Enhanced customer loyalty by delivering timely and accurate policy updates and renewal information.
- Recommended type and amount of coverage based on analysis of customers' circumstances using persuasive sales techniques.
- Met with numerous existing and prospective clients each week to select appropriate insurance policies.
- Expanded the company''s client base through effective networking and relationship-building strategies.
- Streamlined the insurance application process, resulting in faster approvals and increased efficiency.
- Increased client satisfaction by providing personalized insurance solutions tailored to individual needs.
- Conducted risk assessments to identify potential liabilities and recommend appropriate coverage levels based on clients'' unique situations.
- Improved operational efficiency by implementing new technologies that streamlined policy quoting and comparison processes.
- Developed sales leads from direct referrals, networking and targeted marketing campaigns.
- Collaborated with underwriters to negotiate favorable terms for clients, ensuring competitive pricing and comprehensive coverage.
- Calculated quotes and educated potential clients on insurance options.
- Negotiated with insurance underwriters to obtain better coverage and improved rates for clients.
- Approached potential clients by using direct marketing mailings and phone contacts.
- Built relationships with clients using active listening and issue resolution to provide excellent service.
- Cross-sold insurance products to existing clients to reach sales targets.
- Met with customers to provide information about available products and policies.
- Conducted annual reviews of existing policies to update information.
- Determined financial needs by assessing existing coverage and aligning new products and services with long-term goals.
- Negotiated contracts and terms of sale with potential customers.
- Educated clients on insurance policies and procedures.
- Evaluated competitors' products and services to gain competitive advantage.
Financial Advisor Trainee
Sannie Jansen Van Rensburg Financial Services
11.2019 - 06.2021
- Leveraged strong communication skills to build trust with clients and maintain high levels of retention over time.
- Maintained up-to-date knowledge of market trends, ensuring the provision of accurate investment recommendations to clients.
- Negotiated favorable terms for clients during transactions, securing advantageous deals and fostering long-term loyalty.
- Streamlined office operations by implementing efficient workflow processes, improving overall productivity.
- Worked closely with underwriters to ensure timely processing of applications and policy issuance for clients.
- Boosted client satisfaction by providing tailored investment advice and promptly addressing concerns.
- Managed multiple accounts simultaneously while maintaining attention to detail and accuracy in all transactions.
- Expanded customer base through consistent outreach efforts and relationship building with potential clients.
- Collaborated with team members to develop innovative sales strategies, resulting in higher success rates.
- Enhanced client relationships by conducting regular follow-ups and providing personalized financial solutions.
- Increased sales revenue by identifying prospective customers and presenting compelling product offerings.
- Initiated and developed partnerships with other industry professionals, resulting in mutually beneficial referral relationships.
- Developed comprehensive client profiles to better understand their financial goals and provide targeted support accordingly.
- Diversified client portfolios by offering a range of suitable investment products, minimizing risk exposure.
- Educated clients on various investment options, empowering them to make well-informed decisions about their finances.
- Recorded supporting documentation for phone calls and written correspondence.
- Responded via telephone and email to questions regarding licensing, commissions, website logins and website navigation.
- Conducted research to answer questions and handle issues using multiple systems and resources.
- Completed training programs to remain updated and further develop proficiency of important industry information.
- Prepared contracts and related documentation according to strict standards.
- Developed and maintained strong knowledge of multiple products and varying levels of benefits within each product.
- Discussed financial options with clients and provided informed suggestions.
- Created and implemented strategic trading approaches.
- Networked to identify potential new clients and expand geographic territories.
- Met with members to understand goals and recommend solutions to fit specific needs.
- Developed advanced product knowledge to share current information while generating and delivering products quotes.
Analyst Programmer
NWK Beperk
05.2013 - 10.2019
- Collaborated with cross-functional teams to drive successful project completion and client satisfaction.
- Tested and deployed scalable and highly available software products.
- Continuously updated programming skills through self-directed learning opportunities, staying current with industry trends and best practices.
- Supported business growth by researching and implementing cutting-edge technologies into existing systems.
- Mentored junior programmers, sharing knowledge and best practices to elevate team performance overall.
- Implemented scripts to enhance user experience.
- Integrated constructive programs into cohesive product.
- Tested server code to validate code changes.
- Provided technical support using knowledge of complex technology to solve problems and support new projects.
- Analyzed and designed relational databases using Natural.
- Debugged and modified Natural software components.
- Performed regression and system-level testing to verify software quality prior to release.
- Evaluated multiple software solutions during early software architecture plotting and system migration planning stage.
- Worked closely with clients to establish specifications and system designs.
- Developed user-friendly interfaces that improved customer experience and increased product adoption rates.
- Enhanced software quality with thorough testing, debugging, and documentation processes.
- Coached interns and new employees to boost departmental efficiency.
- Delivered high-quality software products on time by adhering to strict project deadlines and prioritizing tasks accordingly.
- .Facilitated smooth workflow transitions during major system upgrades or migrations.
- Maintained existing applications and designed and delivered new applications.
- Responded to and remedied critical issues to limit downtime.
- Maintained existing software systems by identifying and correcting software defects.
Education
No Degree - RE 1 Regulatory Examination
Moonstone
Online 04.2001 -
NQF Level 6 Certification - Project Management
North West Univercity
Potchefstroom, South Africa 04.2001 -
No Degree - RE 5 Regulatory Examination Certificate
Moonstone
Online 04.2001 -
No Degree - Business And Systems Analysis
University of Stellenbosch
Stellenbosch, South Africa 04.2001 -
NQF Level 6 Certification - Middle Management
North West University
Potchefstroom, South Africa 04.2001 -
High School Diploma -
High School Lichtenburg
Lichtenburg, South Africa 04.2001 -
Skills
Social Media Marketing
Sales Strategies
Competitor Analysis
Sales Training
Industry Expertise
Negotiation expertise
Relationship Management
Sales strategy development
Financial Analysis
Documentation abilities
Financial Planning
Claims reporting systems
Insurance understanding
Computer Skills
Customer Service
Microsoft Office
Problem-Solving
Time Management
Price Negotiation
Team Leadership
Multitasking
Excellent Communication
Decision-Making
Self Motivation
Time management abilities
Adaptability and Flexibility
Financial Reporting
Critical Thinking
Effective Communication
Active Listening
Lead prospecting
Organizational Skills
Attention to Detail
Problem-solving aptitude
Client Relations
Customer Needs Assessment
Know Your Customer
Strategic Planning
Analytical Thinking
Relationship Building
Coaching and Mentoring
Project Management
Professionalism
Continuous Improvement
Sales closing
Languages
Dutch
Intermediate (B1)
English
Bilingual or Proficient (C2)
Certification
CSP - Certified Sales Professional
Work Availability
monday
tuesday
wednesday
thursday
friday
saturday
sunday
morning
afternoon
evening
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Work Preference
Work Type
Full TimePart TimeLocation Preference
RemoteOn-SiteImportant To Me
Work-life balanceCareer advancementFlexible work hoursWork from home optionInterests
Health
Gym
Business development
Travel
Software
Microsoft Office
Multiple Insurance company software
Accomplishments
I decided to change careers at the end of 2019. I began with no client base, and after COVID hit in 2020, there was no other option than to persevere. My husband was then relocated to a new city, just as my clientele began to grow. Considering both of these life-changing events, I still managed to develop a long-term client base that continues to grow on a daily basis. I am glad to report that I have worked through the most difficult situations and still managed to create and maintaine a stable client base.
Timeline
Broker Sales Representative
Cieltjie Van Vuuren Makelaars
07.2021 - Current
Financial Advisor Trainee
Sannie Jansen Van Rensburg Financial Services
11.2019 - 06.2021
Analyst Programmer
NWK Beperk
05.2013 - 10.2019
No Degree - RE 1 Regulatory Examination
Moonstone
04.2001 -
NQF Level 6 Certification - Project Management
North West Univercity
04.2001 -
No Degree - RE 5 Regulatory Examination Certificate
Moonstone
04.2001 -
No Degree - Business And Systems Analysis
University of Stellenbosch
04.2001 -
NQF Level 6 Certification - Middle Management
North West University
04.2001 -
High School Diploma -
High School Lichtenburg
04.2001 -