Fateen Savahl
Port Elizabeth,Eastern Cape
Summary
Accomplished insurance professional with extensive expertise in regulatory compliance, underwriting principles, and risk management techniques. Demonstrates a comprehensive understanding of insurance terms and contract interpretation, coupled with a proven track record in account growth strategy development and cross-selling products. Adept at utilising CRM software for lead generation and client servicing, while maintaining client confidentiality and delivering consultative customer service. Skilled in financial planning, tax investment strategies, and premium calculations to enhance client portfolios. Committed to ethical selling practices and achieving high customer retention through effective policy renewal processing and after-sales support.
Accomplished professional with keen sense in assessing insurance coverages. Proactive with identifying and analysing benefits and risks. Organised in creating customised plans for clients to simplify process.
Resourceful employee with outstanding knowledge to develop and maintain healthy customer pipeline. Consistently works to attract new business opportunities. Talent in administrative oversight, recruitment processes and customer service improvements.
Overview
26
26
years of professional experience
2
2
years of post-secondary education
Work history
Insurance sales consultant
Tracker
Port Elizabeth, Eastern Cape
2026.04 - Current
- Engaging with brokers to increase sales
- Analysed client needs to offer tailored solutions, resulting in enhanced client trust.
- Generated increase in new clients by proactively contacting previous quotes and lapsed accounts.
- Maximised revenue by converting enquiries into sales.
- Collaborated with insurance brokers or agents in creating packages suited to client needs.
- Contacted potential clients and created rapport through cold calling, networking and using referrals.
Healthcare Service Consultant
Alexforbes
Port Elizabeth, Eastern Cape
2020.11 - 2025.10
- Conducting needs analysis and product implementation
- Documented advice and recommendations provided, maintaining comprehensive records.
- Recommended additional services to customers according to their needs, boosting sales opportunities.
- Managed challenging customer situations for resolution and customer retention.
- Regular servicing; ensuring complete client satisfaction
- Annual Medical Aid/Gap Cover/ Primary Care Review presentations
- New employee Induction Presentations
- Updated job knowledge regularly through continuous learning initiatives.
- Produced sales and performance reports and delivered to senior management and stakeholders.
- Enhanced new business acquisition through strategic networking and lead generation.
- Provide Annual Market review reports to corporate clients
- Regular client site visits and engagement
- Utilised upselling techniques to increase revenue without pressuring clients.
- Attended industry events to stay updated on market trends.
- Handled customer complaints, providing appropriate solutions and recommending alternatives.
- Responded promptly to customer questions to improve customer loyalty and satisfaction.
- Assisted customers with varying questions using product knowledge and service expertise.
- Applied effective problem-solving skills to address customer concerns and enquiries.
- Maintained detailed records of customer interactions and transactions for efficient follow-up.
- Achieved monthly sales and performance KPIs for improved team success.
- Kept clear, detailed customer records to maximise future sales opportunities.
- Tracked customer satisfaction rates and resolved reported complaints.
Financial planner
Profin Financial Services
Port Elizabeth, Eastern Cape
2007.02 - 2020.10
- Comprehensive Financial Needs Analysis and Information gathering
- Individual client portfolios - Medical Aid, Gap Cover, Short Term Insurance, Life, Disability, Dreaded Disease Cover, Funeral, Retirement Planning, Estate Planning, Income Protection, Investments
- Corporate Clients: Employee Benefits- Medical aid, gap cover, primary care, funeral, group life, funeral, disability and dread disease
- Tailored insurance policies to match clients' unique needs.
- Recommended sound advice to ensure future stability.
- Developed tailored financial solutions to meet individual needs.
- Ensured compliance with all regulatory requirements during all transactions; upheld integrity of the firm.
- Advised on wealth management strategies for long-term growth.
- Enhanced client relations by providing expert financial advice.
- Implemented robust compliance procedures to prevent regulatory breaches.
- Advised clients in person, over phone and in writing to deliver top service and optimum strategies.
- Completed regular and ongoing reviews of client portfolios and created targeted, success-orientated advice.
- Collaborated cross-functionally with different departments to achieve business and customer goals.
- Achieved personal KPIs with diligent work and supported overall team objectives.
- Supported clients in setting clear financial goals with plans to achieve them.
- Maintained up-to-date knowledge of legislation and policy changes.
- Built and carefully managed loyal, profitable client bases.
- Sourced new business through strategic networking
- Maintained detailed records of all interactions with clients; facilitated smooth internal communication.
- Achieved customer satisfaction with clear communication and effective resolution of insurance issues.
- Assisted in claims handling process, strengthening customer loyalty.
- Boosted sales for higher profits through strategic product promotion and persuasive selling techniques.
- Attended numerous industry seminars and training programs; stayed abreast of latest developments in the field.
- Analysed client needs to offer tailored insurance solutions, resulting in enhanced client trust.
- Resolved customer complaints efficiently to maintain high level of customer satisfaction.
- Developed risk management strategies, reduced potential financial losses for both company and clients.
- Increased client retention by delivering personalised service and building strong relationships.
- Implemented innovative marketing strategies to attract new clients, expanding the company's market share.
- Prepared comprehensive insurance proposals for potential clients, securing new business deals.
- Managed multiple tasks simultaneously whilst under pressure; demonstrated excellent time management skills.
- Reviewed existing policies, provided necessary updates as per changing client needs or laws governing the sector.
- Processed customer instructions for policy amendments.
- Guided clients on correct coverage limits based on analysis of risk factors.
- Met with clients to assess insurance needs and answer policy questions.
- Updated clients on changes and subsequent effects.
- Helped clients set up new policies and followed up about timely payments.
- Reviewed new insurance products from carriers to determine suitability for client needs.
- Kept up with changes in insurance markets to accurately answer client questions and give suitable recommendations.
- Maximised revenue by converting enquiries into sales.
- Designed and implemented sales strategies to close new insurance contracts.
- Drove business growth by cross-selling products, leading to better profit margins.
- Calculated premiums based on medical information and other factors unique to specific client.
- Helped customers determine appropriate products and policy terms.
- Gathered customer information to assess coverage needs and recommend products.
- Explained risk coverage premiums and benefits to customers to foster informed decision-making.
- Developed financial plans according to financial and client regulations.
- Collected and analysed financial data to assess financial viability and risks.
- Prospected potential customers to increase policy acquisition and meet revenue goals.
- Followed market shifts to define corporate contract terms and conditions.
Assistant manager
Clicks
Port Elizabeth, Eastern Cape
2000.02 - 2007.01
- Fostered a positive work environment through effective leadership and team-building activities.
- Streamlined store operations with efficient scheduling.
- Maintained high standards of store cleanliness, enhancing shopping experience for customers.
- Provided excellent customer service leading to repeat business and customer loyalty.
- Managed daily operations to ensure smooth running of the shop floor.
- Developed strong relationships with suppliers, ensuring timely delivery of products.
- Ensured health and safety compliance, maintaining a safe working environment for all staff members.
Education
Certificate of Higher Education - Higher Certificate in Financial Planning
Milpark Business School
Port Elizabeth, Eastern Cape 2018.01 - 2020.03
Certificate of Higher Education - RE5
Moonstone
Port Elizabeth, Eastern Cape 2012.08 - 2012.08
NVQ Level 5 - Leadership Development
LLC Academy
Port Alfred, Eastern Cape 2022.01 - 2022.03
NVQ Level 4 - Matric
Chapman SSS
Port Elizabeth, Eastern CapeSkills
- Regulatory compliance understanding
- Familiarity with insurance terms
- Account growth strategy development
- Underwriting principles mastery
- Cross-Selling products
- Tenacious follow-up
- Value driven approach
- Product knowledge mastery
- Insurance contract interpretation
- Comprehensive product knowledge
- Time management tactics
- Lead generation experience
- Insurance industry acumen
- Ethical selling practices
- Financial planning competency
- Quote preparation expertise
- Risk management techniques
- CRM software utilisation
- Direct marketing campaign execution
- Self-Motivated performance
- Claims handling proficiency
- Policy explanation
- Customer database maintenance
- Microsoft office suite proficiency
- Client servicing
- New business prospecting
- Resilient attitude
- Product promotion
- Documentation expertise
- Customer retention tactics
- Investment strategies
- Commercial & Personal Lines insurance
- Sales strategy
- Tax investment strategies
- Financial portfolio assessments
- Insurance risk analysis
- Compliance understanding
- Insurance product knowledge
- Financial needs analysis
- Tax law understanding
- Insurance sales
- Insurance sales expertise
- Renewal retention
- Client renewals
- Premium calculations
- Technical reporting
- Product presentation
- After-sales support
- Retention strategy
- Policy renewal processing
- Consultative customer service
- Resilience under pressure
- Client confidentiality maintenance
- Constructive feedback handling
- Team Work
- Planning
- Computer Literact
- Verbal & Written Communication
- Initiative/Proactive
- Flexibility
Accomplishments
2010 - Top 10 Broker for Medical Aid Sales
2023 - Medshield Sales Award
Timeline
Insurance sales consultant
Tracker
2026.04 - Current
NVQ Level 5 - Leadership Development
LLC Academy
2022.01 - 2022.03
Healthcare Service Consultant
Alexforbes
2020.11 - 2025.10
Certificate of Higher Education - Higher Certificate in Financial Planning
Milpark Business School
2018.01 - 2020.03
Certificate of Higher Education - RE5
Moonstone
2012.08 - 2012.08
Financial planner
Profin Financial Services
2007.02 - 2020.10
Assistant manager
Clicks
2000.02 - 2007.01
NVQ Level 4 - Matric
Chapman SSS