Professional with strong expertise in client relations, negotiation, and market analysis. Adept at fostering team collaboration and consistently achieving high-impact results. Highly adaptable, with skills in short-term insurance, financial planning, risk management, and regulatory compliance. Known for reliability and flexibility in dynamic environments.
Overview
26
26
years of professional experience
5
5
Certifications
4
4
Language
Work History
Broker
OUTsurance
Bedfordview, South Africa
11.2025 - Current
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.
Generated referral business from satisfied customers who shared positive experiences with friends and colleagues.
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.
Recommended type and amount of coverage based on analysis of customers' circumstances using persuasive sales techniques.
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.
Streamlined the insurance application process, resulting in faster approvals and increased efficiency.
Collaborated with underwriters to negotiate favorable terms for clients, ensuring competitive pricing and comprehensive coverage.
Cross-sold insurance products to existing clients to reach sales targets.
Virtual Advisor/ Broker
Absa Insurance & Financial Advisers
Johannesburg
04.2019 - 10.2025
Created sources for continuous client referrals within community and with businesses using extensive networking skills.
Evaluated competitors' products and services to gain competitive advantage.
Conducted annual reviews of existing policies to update information.
Conducted research and identified market trends to develop better strategies for sales.
Identified and solicited sales prospects in agency databases.
Retentions Advisor
Momentum Group/ MMI
Centurion
05.2017 - 04.2019
Verified insurance and communicated coverage to staff and patients.
Maintained up-to-date knowledge of insurance regulations, ensuring company compliance with current laws.
Increased client retention rates through personalized insurance consultations, addressing specific needs.
Facilitated smoother internal communication, organizing regular meetings between different departments.
Reduced errors in policy documentation, meticulously reviewing and updating insurance records.
Assisted clients with understanding complex insurance policies, effectively addressing concerns or questions.
Client Care Advisor
Outsurance Insurance Company
Centurion
04.2015 - 04.2017
Managed high call volume while maintaining professionalism, empathy, and attention to detail in each interaction.
Assessed customer needs and recommended suitable insurance policies.
Enhanced customer satisfaction by addressing and resolving insurance-related inquiries and concerns.
Completed customer applications and updated records to reflect current information.
Member Consultant/ Financial Advisor
Professional Provident Society (PPS)
Johannesburg
05.2014 - 03.2015
Increased client satisfaction by providing personalized insurance solutions tailored to individual needs.
Developed strong relationships with underwriters, ensuring favorable terms for clients and efficient processing of applications.
Collaborated with estate planning attorneys and accountants to develop custom-tailored solutions that addressed clients'' unique legacy-planning objectives.
Generated new business leads by utilizing networking events, referrals, and targeted marketing campaigns.
Achieved consistent sales growth by staying informed about evolving product offerings from multiple carriers and selecting optimal solutions for each client situation.
Assisted clients with complex estate planning needs by recommending suitable life insurance products as part of wealth preservation strategies.
Conducted thorough risk assessments to determine appropriate coverage levels for clients based on their unique circumstances.
Improved sales closing ratio by refining presentation skills and addressing potential objections proactively during consultations.
Increased sales of life insurance products through tactical customer outreach.
Analyzed risk factors to recommend appropriate coverage levels.
Service Consultant
Momentum (a division of MMI Group)
Centurion, South Africa
01.2006 - 01.2013
Utilized CRM software to accurately track customer interactions, enabling quick access to relevant information during future calls.
Documented customer calls in full to minimize confusion in future calls and facilitate complete resolutions to individual issues.
Handled high call volumes while maintaining a courteous and professional demeanor.
Adapted communication style according to individual customer needs while remaining empathetic toward their concerns.
Streamlined processes for quicker problem resolution, resulting in increased customer satisfaction rates.
Developed strong relationships with clients by consistently exceeding expectations in handling requests or concerns.
Troubleshot customer service issues with methodical approach, eliminating impossible quickly and focused on implementing relevant, actionable solutions.
Managed difficult situations with tact, diffusing tensions and achieving positive outcomes for all parties involved.
Managed customer escalations to senior staff or management when necessary, ensuring the appropriate level of attention was provided for a resolution.
Provided personalized assistance for customers, ensuring their needs were met efficiently and effectively.
Exceeded performance targets consistently by maintaining strong call control and calm in stressful situations.
Human Resource Officer
UNISA Florida campus
Florida
01.2001 - 03.2005
Coordinated onboarding processes for new hires, integrating them seamlessly into the workplace environment.
Coordinated employee placements and administrative details.
Maintained accurate personnel records, ensuring privacy standards were met in accordance with relevant regulations.
Coordinated new hire onboarding, completing background checks and reference checks to complete screenings.
Supported talent acquisition and allocation procedures by facilitating targeted recruitment campaigns.
Pre-screened resumes prior to sending to corporate hiring managers for consideration.
Assisted with writing job postings and job descriptions for boards.
Partnered with departmental managers to ascertain hiring needs and subsequently provide candidate recommendations.
Secretary/ Administrative clerk
Nyiko Primary School
Tembisa
06.2000 - 12.2000
Answered multi-line phone system, routing calls, delivering messages to staff and greeting visitors.
Maintained confidentiality of sensitive information by adhering to strict privacy policies and implementing secure filing systems.
Improved document organization with thorough file maintenance, archiving outdated records as necessary for efficient retrieval when needed.
Delivered excellent customer service through prompt responses to client inquiries, addressing concerns effectively, and building strong relationships.
Ensured accurate record-keeping with diligent data entry and database management for vital company information.
Coordinated office supply inventory management, proactively ordering necessary items before depletion to avoid workflow disruptions.
Streamlined invoice processing procedures to ensure timely payment of vendors while minimizing errors in financial records.
Education
NQF6 Risk Management - Insurance And Risk Management
The Graduate Institute of Financial Sciences (GIFS)
Sandton, South Africa
04.2001 -
NQF5 Wealth Management - Financial Planning
INSETA
Johannesburg
04.2001 -
RE5 - Regulatory Exam
Financial Planning Institute of Southern Africa
Randburg
04.2001 -
RE1 - Regulatory Exam
Moonstone Business School of Excellence
Sandton, South Africa
04.2001 -
Skills
Sales presentations
Policy analysis
Cold calling
Underwriting
Financial planning
Claims handling
Property insurance
Underwriting principles
Client relations expert
Excellent communication skills
Top-rated sales performance
Underwriting expertise
Affiliations
Insurance Institute of South Africa (IISA)
Certification
1998- Matric
Interests
Reading and debating
AWARDS RECEIVED
SRC President (1999-2000), Chairman (Debate Committee 1998)