SAP
Jonathan Gene King
Customer Services -Inbound And Outbound
Terenure
Summary
Experienced and licensed FAIS advisor with over 5 years of experience. Highly motivated and customer-centric professional who has worked for various insurance companies for 8 years. Possesses in-depth knowledge of short-term insurance coverage, commercial insurance, and other products offered. Bilingual and data-driven team player, excels in utilizing computer-based data capturing systems, Excel, and Microsoft software. Exceptional organizational skills and dependability, successfully manages multiple priorities with a positive attitude. Willing to take on additional responsibilities to meet team goals. Currently seeking a full-time role that offers professional challenges even outside the insurance industry, allowing me to leverage interpersonal skills, effective time management, and problem-solving expertise.
Overview
18
18
years of professional experience
2037
2037
years of post-secondary education
Work History
Short Term Insurance /Client Management
Sanlam
09.2024 - Current
- Self-motivated, with a strong sense of personal responsibility.
- Excellent communication skills, both verbal and written.
- Proven ability to learn quickly and adapt to new situations.
- Skilled at working independently and collaboratively in a team environment.
- Passionate about learning and committed to continual improvement.
Retention advisor
1st for woman Ins.
11.2018 - 07.2019
- Retaining of clients who are looking to leave the brand and assisting with policy reviews (applying clients allocated discounts once they call in), lastly if clients where incorrectly debited – I would assist clients with premium refunds
- As a Retention advisors we where target driven we had a monthly target of 230 policy saves per month we also had to monitor or cancellation ratios cause if we cancelled more than 50% of total of our total net saved policies we would not earn commission
- We where also rated on what was called WHU (we here you) which is a rating from clients who you have assisted out of 10 regarding services which you have rendered to them with regards to what there request was
- Determine customers' financial services needs and prepare proposals to sell services that address these needs
Insurance sales
B-Sure Group
08.2018 - 09.2018
- Unfortunately had to leave just after training due to a misunderstanding
Commercial field agent non-advisory
Mi - Way
01.2018 - 04.2018
- Daily supply call center with 4 warmed up commercial leads
- Daily feedback and excel spreadsheet report of clients contacted and clients feed back
- Making daily appointments to either call or meetings with clients
- Also sourcing leads through current clients acquired
- Daily follow ups with call center agents to find out if clients have been contacted
- Acquiring the new schedules and meeting with clients to close/finalize the offer should client be happy
Sales Adviser
King Price
01.2016 - 09.2016
- Interview prospective clients to obtain data about their financial resources and needs, the physical condition of the person or property to be insured, and to discuss any existing coverage
- Call on policyholders to deliver and explain policy, to analyze insurance program and suggest additions or changes, or to change beneficiaries
- Sell various types of insurance policies to businesses and individuals on behalf of insurance companies, including automobile, fire, life, property, medical and dental insurance or specialized policies such as marine, farm/crop, and medical malpractice
- Everyday make a minimum of 4 Sales and write a daily average premium of R3500 to hit Monthly targets
- Very target driven environment
- - Underwritering of policies
- - capturing clients details and explaining cover terms and conditions
Financial Advisor/sales
Outsurance
01.2011 - 12.2015
- Sell various types of insurance policies to businesses and individuals on behalf of insurance companies, including automobile, fire, life, property, medical and dental insurance or specialized policies such as marine, farm/crop, and medical malpractice
- Interview prospective clients to obtain data about their financial resources and needs, the physical condition of the person or property to be insured, and to discuss any existing coverage
- Sold short term insurance policies, Minimum 4 sales a day
- Seek out new clients and develop clientele by networking to find new customers and generate lists of prospective clients
- Customize insurance programs to suit individual customers, often covering a variety of risks
- Explain features, advantages and disadvantages of various policies to promote sale of insurance plans
- Calculate premiums and establish payment method
- Was 2 I.C in my team and worked very hard
- - Underwritering of policies
- - capturing clients details and explaining cover terms and conditions
- Also dealt with cold calling clients, inbound calls as well as internet or sms requested quotes & lastly walk in face too face clients
Logistics Operator
Sabot Logistics
01.2007 - 12.2009
- Maintain metrics, reports, process documentation, customer service logs, or training or safety records
- Collaborate with other departments to integrate logistics with business systems or processes, such as customer sales, order management, accounting, or shipping
- Monitor trucks and routes and location of vehicles and loads
Education
Insurance - Insurance Class Of Business
Faisit
Fourways, JohannesburgInsurance FQ (Full Qualification) - Insurance
Octomate
Midrand, GautengInsurance RE (Regulatory exams) - Insurance
Moon Stone
Johannesburg, Gauteng 04.2001 - 06.2013
Diploma Cerificate - N4 Business Management
Ekhuruleni East college
Johannesburg, GautengMatric
.
04.2001 - 12.2006
Skills
- Clear Communication
Microsoft Office Expertise
Teamwork and collaboration
Calm under pressure
Computer skills
Customer service
Problem-solving
Software
CRM
Timeline
Short Term Insurance /Client Management
Sanlam
09.2024 - Current
Retention advisor
1st for woman Ins.
11.2018 - 07.2019
Insurance sales
B-Sure Group
08.2018 - 09.2018
Commercial field agent non-advisory
Mi - Way
01.2018 - 04.2018
Sales Adviser
King Price
01.2016 - 09.2016
Financial Advisor/sales
Outsurance
01.2011 - 12.2015
Logistics Operator
Sabot Logistics
01.2007 - 12.2009
Insurance RE (Regulatory exams) - Insurance
Moon Stone
04.2001 - 06.2013
Matric
.
04.2001 - 12.2006
Insurance FQ (Full Qualification) - Insurance
Octomate
Diploma Cerificate - N4 Business Management
Ekhuruleni East college
Insurance - Insurance Class Of Business
Faisit
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