Summary
Overview
Work History
Education
Skills
Criminalrecord
Personal Information
Languages
Timeline
Generic

LERATO BOOI

INSURANCE BUSINESS DEVELOPMENT OFFICER
KRUGERSDORP

Summary

I am a dynamic ,self disciplined ,flexible and trustworthy person who works quick and completes everything to a high standard. I am a high achiever .For example ,I joined the previous company I worked for in 2018 as an area facilitator and a year later was promoted to being a pre sales team leader . I am very dedicated and I am a hard worker. I work well in and out of a team ,and I am very self managed .I am always willing to learn and would willingly carry out duties outside of the job description .My long term goal is to achieve a good position where I can build a career and help the organization too. I love learning new things and taking on challenges .This opportunity will be a great stepping stone for building a Business Development career.

Overview

14
14
years of professional experience

Work History

BUSINESS DEVELOPMENT OFFICER

AFFINITY GROUP-NATIONAL RISK MANAGERS
02.2022 - 05.2024
  • Identify new markets for the products sold by field sales agents
  • Recruit Branch Managers and Office Sales Support
  • Recruit and Train Field Sales Representatives
  • Acquire offices for Branch managers
  • Fully equip all existing and new branches with operations and identifying new areas for new business and recruitment purposes and assist with sales generating functions
  • Lead Generation for Existing Sales Representatives
  • Office set up with signage and operational equipment's
  • Responsible for offices being fully operational
  • Responsible for operations of branches
  • Conduct groups scheme presentations and or assist branch manager to complete such
  • Negotiate office lease agreements
  • Record keeping of all office leases
  • Keeping track of identifying new areas for new offices
  • Updates company websites with new contact numbers and addresses monthly
  • Conduct marketing projects with external companies
  • Responsible for Brand Awareness,Product Promotions and Marketing projects
  • Responsible for all various branch asset management
  • Monthly Reporting of Branch/Area Productivity
  • Liaise with other departments for relationship building and long-term resolutions
  • Research and Introduce new and innovative structures for selling ,recruiting,new area identification and product training for the business to be compatible with the market .

REF:Poloko Motlhabane :081 005 2575

  • Generated new business with marketing initiatives and strategic plans
  • Mentored junior team members, sharing expertise and fostering a collaborative work environment focused on achieving shared goals
  • Negotiated contracts with vendors and clients, ensuring favorable terms for the company''s success

PRE SALES SUPPORT TEAM LEADER

AFFINITY GROUP-NATIONAL RISK DISTRIBUTION
03.2019 - 01.2021
  • To manage the day-to-day conduct of the field support team in respect of support staff management, training, quality assessments, service levels met and exceeded, query management, and query resolution within the required service level agreements
  • To effectively lead and motivate the team to ensure performance targets are achieved in line with Affinity values and culture, company's accounts function and process payroll accurate and timely
  • Support the team
  • Support management
  • Provide feedback and update from and on the team
  • Effectively run a performance-driven team
  • Standard operating procedure is followed regarding disciplinary process and procedures
  • Ensure that the contracting team has the necessary tools, information, and equipment to perform their duty effectively
  • Ensure the contracting team complies with relevant policies and procedures
  • Morning Meetings
  • One on one coaching sessions
  • Managing teams leave
  • Recruitment of field staff
  • Assisting in interviewing internal applicants.

REF:Poloko Motlhabane :081 005 2575

AREA FACILITATOR

AFFINITY FUNERAL(NATIONAL RISK DISTRIBUTION)
03.2018 - 03.2019
  • Responsible for monthly compiling and reporting of Field Sales Executives and Field Sales Representatives commission
  • Investigate policy queries on request from Field Sales Executives and Field Business Development Officer (active, inactive and reasons)
  • Send accurate reports on commission to Field Sales Executives
  • Compile reports on all policies submitted and status for the month
  • Compile and maintain a report for the R10k/20k incentive/up-front commission for newly appointed Field Sales Executives
  • Investigate all aspects of policies submitted by Field Sales Executives and Field Sales Representatives
  • Pulls an 'all in one' report for record keeping for the department
  • Investigate all CRM and system issues identified with relevant departments including Dev, Capturers, and Finance
  • Evaluate active and non-active policy reports
  • Daily compiling and submission of report/s
  • Liaise with other departments for relationship building and long-term resolutions
  • Day to day operations of Field Sales Executives
  • Provide support/assistance to Field Sales Executives to achieve business goals per assigned offices
  • Serve as an intermediary between other support departments and Field Sales Executives
  • Handle all Field Sales Executives queries and escalations
  • Motivate Field Sales Executives by giving business ideas for roadshows, brand awareness, and incentive rollouts
  • Facilitate the growth and maintenance of new and existing Field Sales Executives
  • Request weekly updates on Field Sales Executives action plans
  • Arrange collection of applications from the branches
  • Send performance reports to Field Sales Executive month.

REF:Poloko Motlhabane :081 005 2575

CALL CENTRE OPERATOR MEDICAL AID ADMINISTRATOR-GROUP SCHEMES AND INDIVIDUALS

FFG RISK SOLUTIONS
01.2013 - 07.2015
  • APPLICATION AND PROCESSING OF NEW BUSINESS RETENTIONS
  • CLEINTS SERVICE ADMIN: LOADING FILES ON THE SYSTEM UPSELLING
  • DATA CAPTURING NEW BUSINESS AND AMENDMENTS
  • FILLING
  • LIASING WITH FINANCIAL ADVISORS AND COMPANIES ON PRODUCT AMENDMENTS AND IMPROVEMENTS
  • LIASE WITH CLIENTS ON PRODUCT AMENDMMEGTS AMD IMPROVEMENT
  • FOLLOW UP ON CLIENT SERVICE QUERIES AMENDMENTS ON POLICIES
  • RECORD KEEPING CUSTOMER SERVICE / CARE
  • SWITCHBOARD/RECEPTION


REF ;TEBOGO RANOTO :012 665 2360

QA REP. AND CALL CENTRE AGENT

CONSULTA RESEARCH
09.2010 - 12.2012
  • Cold Calling for conducting quality, non-biased neutral telephonic surveys
  • Motivating teams
  • Maintaining agents quality of calls
  • Coaching and Training
  • Reporting daily and monthly statistics.


REF THABANG MASIKANE 073 421 6005

CLIENT SERVICE AND CALL CENTRE AGENT

ABSA FINANCIAL ADVISORS
2 2008 - 9 2010
  • Assist clients with queries on new business, claims and retention queries
  • Handle incoming calls
  • Assist with members policy amendments
  • Advising clients and brokers on status of their accounts
  • Amending value added products on customer accounts
  • Liaising with insurance companies and arranging insurance for customers
  • Updating team statistics and reporting back to management
  • Maintaining a caring, efficient, knowledgeable, and effective interface with customers and staff at all times
  • Arranging territorial letters for customers if needed for travelling
  • Liaising with dealerships and confirming status of insurance cover with clients.

REF :Quest Solutions

Education

High School Diploma -

TOWN VIEW HIGH SCHOOL
Krugersdorp, South Africa
04.2001 -

CUSTOMER SERVICE MANAGEMENT - undefined

UNISA

Skills

Competent and confident communicator

Good listener

Good work ethics

Ability to multi-task

Strategic Planning

New Business Development

Relationship building and rapport

Training and mentoring

Decision-Making

Team Collaboration

Customer Service

Negotiations

Sales and Marketing

Client Consultations

Lead Generation

Interpersonal Skills

Excellent Communication

Teamwork and Collaboration

Problem-solving abilities

Criminalrecord

NONE

Personal Information

  • ID Number: 1988-02-28
  • Gender: FEMALE
  • Nationality: SOUTH AFRICAN
  • Driving License: CODE 8
  • Marital Status: SINGLE
  • Religion: CHRISTIAN

Languages

ENGLISH, AFRIKAANS, ZULU

Timeline

BUSINESS DEVELOPMENT OFFICER

AFFINITY GROUP-NATIONAL RISK MANAGERS
02.2022 - 05.2024

PRE SALES SUPPORT TEAM LEADER

AFFINITY GROUP-NATIONAL RISK DISTRIBUTION
03.2019 - 01.2021

AREA FACILITATOR

AFFINITY FUNERAL(NATIONAL RISK DISTRIBUTION)
03.2018 - 03.2019

CALL CENTRE OPERATOR MEDICAL AID ADMINISTRATOR-GROUP SCHEMES AND INDIVIDUALS

FFG RISK SOLUTIONS
01.2013 - 07.2015

QA REP. AND CALL CENTRE AGENT

CONSULTA RESEARCH
09.2010 - 12.2012

High School Diploma -

TOWN VIEW HIGH SCHOOL
04.2001 -

CLIENT SERVICE AND CALL CENTRE AGENT

ABSA FINANCIAL ADVISORS
2 2008 - 9 2010

CUSTOMER SERVICE MANAGEMENT - undefined

UNISA
LERATO BOOIINSURANCE BUSINESS DEVELOPMENT OFFICER