Lebohang Mashilo

• Built strong relationships with clients, fostering trust and loyalty in managing their financial portfolios.
• Develop comprehensive financial plans for clients to achieve short-term and long-term goals.
• Provide comprehensive retirement planning services, ensuring clients maintain their desired lifestyle postretirement.
• Educate clients on various financial matters and provide professional recommendations on investment opportunities, products, and services based on each clients' individual needs.

• Developing and implementing comprehensive fuel strategies and plans that align with the organisation's overall goals and objectives.
• Overseeing the entire fuel supply chain, from sourcing and procurement to storage, distribution, and delivery, ensuring product availability and cost-effectiveness.
• Monitoring fuel prices, market trends, and geopolitical factors that may impact fuel supply and demand.
• Managing and motivating a team of drivers, providing guidance, and fostering a collaborative work environment.
• Building and maintaining strong relationships with suppliers, customers, government agencies, and other stakeholders.

• Increase Discovery Insure/Health product sales through building relationships, superior client service and technical expertise
• Create strategic business partnerships with multiple intermediary stakeholders.
• Relationship building with internal and external stakeholders.
• Project management of new business process, from end to end.
• Intermediary reporting and trend analysis.
• Consistently deliver Discovery Insure/Health value proposition.
• Escalated query resolution and troubleshooting
• Review new business pipeline, follow-up, and tracking.
• Quotation preparation and issuance
• Technical training and ongoing product support to financial advisors.
• Keeping up to date with competitor product and service offering and industry developments
• Participating in proactive sales and marketing initiatives
• Investigate escalated complaints and provide thorough feedback to business and clients
• Identifying and proposing solutions to process and service related failures.

• Provide administrative support to local and international operations and medical teams
• Ensure continuity of service delivery by answering all requests for assistance in timely and professional manner
• Ensure operational targets are met and all related tasks are fulfilled within stipulated deadlines
• Maintain clear and accurate case records and data capturing
• Source and forward relevant information to assist with the development of the network of service providers

• Handled high volume of inbound calls per shift to offer callers product and service information and generate quotes.
• Resolved customer complaints, resulting in higher customer retention rates.
• Reduced average call handling time by quickly assessing customer needs and providing concise information or solutions as needed.
• Conducted follow-up calls with customers to ensure satisfaction and gather valuable feedback for continuous improvement efforts.