Felicia Forbes
Consultant Collections,Insurance,
Johannesburg
Summary
Proven Collections Agent and Insurance Agent, adept in financial controls development and exceptional client relationship management. At Atlas Finance and DWI, I spearheaded strategies that significantly enhanced revenue and business growth, while mentoring teams towards surpassing sales targets. My expertise in repayment plan structuring and persuasive communication has consistently fostered trust and loyalty among clients, achieving top salesperson status through effective performance management.
Overview
12
12
years of professional experience
2
2
Languages
Work History
Collections Agent
Atlas Finance
01.2023 - 10.2024
- Managed client relationships through regular check-ins and updates on payment progress.
- Evaluated client affordability, establishing clear goals for each engagement.
- Developed innovative strategies for clients, resulting in increased revenue and business growth.
- Negotiated contracts on behalf of company, securing favorable terms that contributed to their overall income revenue.
- Developed and maintained strong client relationships, ensuring high levels of satisfaction and repeat business.
- Negotiated contracts and agreements on behalf of clients, securing favorable terms and conditions.
Insurance Agent
DWI
08.2012 - 11.2016
- Maintained high standards of customer service by building relationships with clients.
- Identified potential risks in client businesses and recommended appropriate insurance coverage.
- Responded to customer calls swiftly to resolve issues and answer questions.
- Efficiently managed policy renewals, ensuring timely processing and accurate coverage updates.
- Determined client needs and financial situations by listening and scheduling fact-finding appointments.
- Participated in ongoing professional development activities, staying current with industry trends and regulatory changes affecting insurance products and services.
- Built relationships with clients using active listening and issue resolution to provide excellent service.
- Educated clients on the importance of adequate insurance coverage, fostering trust and loyalty among the existing client base.
- Expanded client base by actively prospecting for new business opportunities and generating referrals.
- Consistently exceeded monthly sales quotas by effectively presenting product offerings to potential customers.
- Maintained accurate records of all transactions, ensuring compliance with company policies and regulatory requirements.
- Cross-sold insurance products to existing clients to reach sales targets.
- Mentored junior agents, sharing industry insights and best practices for success in the field.
- Established a solid reputation within the community as a knowledgeable and reliable resource for all things insurancerelated.
- Fostered team-oriented environment that encouraged collaboration and shared success among agents.
- Boosted sales team morale and performance by leading informative training sessions on new products and sales techniques.
- Reduced policy lapses by establishing proactive communication strategy to educate clients on importance of continuous coverage.
- Achieved top salesperson status by consistently exceeding sales targets through effective client relationship management.
Education
Grade 11 -
Westbury Senior Secondary School
Westbury, Johannesburg 12.1981
Skills
Financial controls development
Timeline
Collections Agent
Atlas Finance
01.2023 - 10.2024
Insurance Agent
DWI
08.2012 - 11.2016
Grade 11 -
Westbury Senior Secondary School
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