Summary
Overview
Work History
Education
Skills
Websites
References
Timeline
Generic
Eugene Wagener

Eugene Wagener

Client Services
Centurion

Summary

  • Completed RE5 on 05/31/21 Won departmental award for client services (TGT) on 03/18/21
  • Maintaining a 99% average of adherence
  • Consistent top performer
  • Created 126 logs for system corrections since 12/20 Created 26 logs for Financials since 07/21
  • Created an initiative to correct system errors to enhance the customer experience as well as consultant experience.
  • Have won several upsell incentives
  • Broke the upsell record in July 2020 in the client care department.

Overview

11
11
years of professional experience
2
2
Languages

Work History

Retentions Advisor

Momentum Insurance
08.2024 - Current
  • Developed long-lasting relationships with clients to ensure consistent retention and loyalty.
  • Maintained up-to-date knowledge on industry trends and regulations, ensuring accurate advice was provided to clients at all times.
  • Mentored junior advisors, fostering a supportive team environment focused on growth and learning.
  • Utilized advanced CRM tools to track client interactions efficiently while maintaining detailed records of their individual goals, preferences, and concerns.
  • Participated in ongoing professional development opportunities to stay current with industry trends and best practices.
  • Developed strong relationships with clients through regular communication and excellent customer service.

Retentions 2IC

King Price
03.2023 - 07.2024
  • Enhanced team performance with comprehensive training programs, skill development workshops, and continuous feedback.
  • Developed and maintained strong client relationships for increased customer satisfaction and long-term loyalty.
  • Resolved complex issues promptly through effective troubleshooting techniques, root cause analysis, and solution implementation.
  • Drove change management efforts during times of organizational restructuring for smooth transitions without compromising employee morale or productivity levels.

Client Care Consultant

1Life
06.2019 - 02.2022
  • Manage all customer issues and resolve all complaints effectively.


  • Develop and maintain a professional relationship with colleagues and stakeholders to provide exceptional customer care services.


  • Analyze customer requirements for the services and provide consultation to select an appropriate product as per TCF.


  • Prepare documents for individual accounts and associate customer interaction and ensure follow up on all pending issues.


  • Assist customer service employees and provide backup support.


  • Log system requests for programming support to assist in resolving Internal broker assistance and enquiries


  • System project enhancement and testing Innovative ideas to beter processes and structures


  • Going the extra mile, in terms of deadlines and additional responsibilities


  • Consistent Monthly Top Performer in CS department

Showroom Manager

M - Interiors
07.2014 - 09.2018
  • Opening and closing of the showroom on time
  • Answering and operation of the switchboard to the showroom
  • Handle relevant email account with all appointments/enquiries/orders etc. (this duty evolved as management saw me capable of handling more and understanding the business)
  • Ensure Showroom prices always up to date.
  • Ensure showroom always in immaculate condition i.e. ensured housekeeping is in place, windows are cleaned on a daily basis, always fresh flowers are in place, all seating arrangements with cushions in position in correct manner, assist clients coming through the front door with all related queries.
  • Run petty cash for the showroom Handle all cleaning and support staff for the showroom.
  • Ensure fabric books and presentations packets are always packed away once clients have been to the showroom (or before and after presentations) Ensure boardroom cupboards, that house all fabric books and presentation items are always in pristine condition.
  • Handle courier service (passport pick up and any important paperwork and receiving of parcels) Any other logistical factors relating to the showroom (ordering of cartridges, coffee pods, printing paper, etc.)
  • IT improvements for the computers/system at M- Interiors as per my knowledge.
  • Assist with any moving around of items at the showroom i.e. changing the position of chairs/sofas and displays.
  • Any extra dues as per management discretion and discussion with me as I progress my role set out by the company.

Education

FAIS -

Moonstone Information Refinery (Pty) Ltd
04.2001 -

Regulatory Exam 5 -

Moonstone Information Refinery (Pty) Ltd
04.2001 - 01.2021

Higher National Certificate -

BERGSIG ACADEMY
04.2001 - 01.2012

Skills

Critical thinking

Time management

Decision-making

Written communication

Goal setting

References

  • MARIUS VAN DER MERWE, M-Interiors, 0214183158, marius@m-interiors.co.za
  • KAVI Singarum, 1LIFE, 0813344420, Kavis@1life.co.za
  • Kholeka Nkosi King Price, 0610201708, Kholeka.nkosi@kingprice.co.za
  • Albert Channon King Price, 0832850002, Albert.channon@kingprice.co.za

Timeline

Retentions Advisor

Momentum Insurance
08.2024 - Current

Retentions 2IC

King Price
03.2023 - 07.2024

Client Care Consultant

1Life
06.2019 - 02.2022

Showroom Manager

M - Interiors
07.2014 - 09.2018

FAIS -

Moonstone Information Refinery (Pty) Ltd
04.2001 -

Regulatory Exam 5 -

Moonstone Information Refinery (Pty) Ltd
04.2001 - 01.2021

Higher National Certificate -

BERGSIG ACADEMY
04.2001 - 01.2012

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