Summary
Overview
Work History
Education
Skills
Websites
Attributes
Health
Dependants
Alternativenumber
Personal Information
Languages
Timeline
Generic

Keegan Moodley

Broker Consultant
Homestead

Summary

Results-driven Broker consultant accomplished in bringing in new customers and maximizing revenue. Well-versed in different insurance plans and competitor offerings. Persuasive communicator with personable style. To seek and maintain full-time position that offers professional challenges utilizing interpersonal skills, excellent time management and problem-solving skills. Hardworking and passionate job seeker with strong organizational skills eager to secure entry-level broker consultant position. Ready to help team achieve company goals. Detail-oriented team player with strong organizational skills. Ability to handle multiple projects simultaneously with a high degree of accuracy.

Overview

4
4
years of professional experience

Work History

Insurance Broker Consultant

Santam
05.2024 - Current
  • Expanded the company''s client base through networking, referrals, and strategic partnerships.
  • Maintained up-to-date knowledge of industry trends, changes in regulations, and new product offerings to provide accurate advice to clients at all times.
  • Established a reputation for exceptional customer service by promptly addressing client inquiries, resolving issues, and providing ongoing support throughout the policy lifecycle.
  • Improved customer retention rates with proactive communication and ongoing policy reviews.
  • Increased client satisfaction by providing tailored insurance solutions based on individual needs and risk assessments.
  • Managed complex accounts with multiple lines of coverage, coordinating seamlessly between clients and underwriters to ensure timely policy issuance.
  • Educated clients on insurance policies and procedures.
  • Analyzed customer needs to provide customized insurance solutions.
  • Analyzed risk factors to recommend appropriate coverage levels.
  • Monitored customer feedback and identified areas of improvement.
  • Conducted comprehensive risk analysis to identify potential coverage gaps and recommend appropriate insurance products.

Team leader, telesales agent and Fire evacuation marshal

IRDSA
1 2021 - 2 2022
  • Team leads responsibilities- targets, telephone etiquette, sales procedures, daily pipeline activities, time keeping, compliance Fsca and monitoring team behaviour and taking place and duties of supervisor when out of office Sales duties- target of 40 sales PM Fire evacuation duties- fire and safety protocols making sure staff are led out of office safely in the event of a fire
  • Administration duties- excel, word, emails.

Distribution specialist/broker consultant

Brightrock Life
08.2022 - 03.2023
  • Broker management product training to broker quotes, submissions of quotes and making sure they activate at underwriting within cut-off
  • Administration- word, excel, emails
  • Out of office work must be in brokers office three brokers a day.

Broker

Mont Blanc Finical Services
02.2021 - 10.2021
  • Developed strong relationships with clients, earning their trust and loyalty through consistent communication and portfolio updates.
  • Conducted regular reviews of client accounts to identify areas for improvement or adjustments needed based on changing market conditions.
  • Answered inquiries and provided information to sales representatives, distributed appropriate paperwork, and fulfilled quote requests to deliver excellent customer support.
  • Developed a reputation for integrity and ethical conduct within the brokerage community, leading to increased trust from clients and colleagues alike.
  • Provided exceptional customer service, addressing any concerns or questions from clients promptly and professionally.
  • Recorded supporting documentation for phone calls and written correspondence.
  • Utilized advanced technology tools to streamline operations and improve efficiency within the brokerage team.
  • Educated clients on various investment options, empowering them to make informed decisions about their financial futures.
  • Prepared contracts and related documentation according to strict standards.
  • Adapted quickly to changing market conditions, adjusting client strategies accordingly while maintaining open lines of communication throughout periods of uncertainty.
  • Managed clients'' financial portfolios with a focus on risk management and diversification for optimal returns.
  • Negotiated favorable terms for clients during transactions, maximizing their profits in both buying and selling scenarios.

Education

Skills

Teamwork capabilities

Policy analysis

Portfolio Management

Financial Planning

Underwriting principles

Call Center Customer Service

Customer Engagement

Time Management

Data Entry

Multitasking

Self Motivation

Adaptability and Flexibility

Active Listening

Attention to Detail

Customer Complaint Resolution

Document Control

Professionalism

Quotes and sales

Continuous Improvement

Attributes

I am a hard and diligent worker, willing to go an extra mile. I see myself as reliable, honest and dependable who is always willing go above and beyond to improve any situation in all aspects of life. I believe that I will be a greatly beneficial and integrated part to the company as I have gathered vase set of skills that may contribute to the company and help enhance the growth of the people around me. I am a collaborator who is always up for different challenges in any scope of work.

Health

good

Dependants

none

Alternativenumber

0764269274

Personal Information

  • ID Number: 0005165245084
  • Date of Birth: 05/16/00
  • Gender: male
  • Nationality: South African

Languages

English & Afrikaans

Timeline

Insurance Broker Consultant

Santam
05.2024 - Current

Distribution specialist/broker consultant

Brightrock Life
08.2022 - 03.2023

Broker

Mont Blanc Finical Services
02.2021 - 10.2021

Team leader, telesales agent and Fire evacuation marshal

IRDSA
1 2021 - 2 2022

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Keegan MoodleyBroker Consultant