Summary
Overview
Work History
Education
Skills
Certification
References
Timeline
Generic

LERATO OCEANIA MONARENG

Insurance Consultant
Johannesburg

Summary

Sales and customer service professional with 10+ years experience in lead generation and retentions skills,proven customer service, and communication skills to effectively fill and perform the customer service, sales and retention associate role in.

Overview

17
17
years of professional experience
6
6
years of post-secondary education
3
3
Certifications

Work History

Sales Consultant

Energy at Workx Projects
Johannesburg
12.2021 - 05.2023
  • Company Overview: Standard Bank
  • Sales and client servicing. Obtaining new business and upselling existing offering long term funeral policies, home owners insurance products
  • Recording and responding to customer complaints
  • Developing strategies to retain customers, practicing skill share with junior associates
  • Standard Bank

Senior Retentions Consultant

Motus - M Sure Group
09.2011 - 10.2020
  • Retaining clients on behalf of short and long term insurance companies
  • Retaining VAPS (Value Added Products) for vehicles
  • Underwriting and Claims insurance
  • Retention of short and long term vehicle warranties

Retentions Advisor

Outsurance
06.2010 - 09.2011
  • Retention of all insurance policies offered by outsurance
  • Servicing and Upselling

Sales and Customer Service Advisor

Nedbank
04.2006 - 06.2010
  • Servicing of clients with service related queries, Internet banking and Nedbank app products
  • Transactional banking account queries
  • Fraud and risk servicing and investigation processing
  • Merchant Admin Queries
  • Customer Service and retention with merchants utilizing Nedbank speed points
  • Maintainence of merchants overall

Education

Class of Business Training - Long Term Insurance

Compliance And Learning Center
Johannesburg
01.2021 - 01.2022

Class of Business - Short term insurance : Commercial lines

Moonstone Business School of Excellence
Johannesburg
01.2014 - 01.2014

Corporate Communication -

University of Witswatersrand
Johannesburg
01.2015 - 02.2016

Regulatory Examination - RE 5

F.P.I Examination Body
Johannesburg
01.2012 - 03.2013

Retail Travel - Code 10

Damelin
Johannesburg
01.2004 - 12.2006

Skills

verbal communication

Certification

FAIS IT, 01/01/20

References

Available upon request

Timeline

Sales Consultant

Energy at Workx Projects
12.2021 - 05.2023

Class of Business Training - Long Term Insurance

Compliance And Learning Center
01.2021 - 01.2022

Corporate Communication -

University of Witswatersrand
01.2015 - 02.2016

Class of Business - Short term insurance : Commercial lines

Moonstone Business School of Excellence
01.2014 - 01.2014

Regulatory Examination - RE 5

F.P.I Examination Body
01.2012 - 03.2013

Senior Retentions Consultant

Motus - M Sure Group
09.2011 - 10.2020

Retentions Advisor

Outsurance
06.2010 - 09.2011

Sales and Customer Service Advisor

Nedbank
04.2006 - 06.2010

Retail Travel - Code 10

Damelin
01.2004 - 12.2006
LERATO OCEANIA MONARENGInsurance Consultant