Malebo Poo
Centurion
Summary
Experienced Account Director with 14+ years of expertise in commercial and corporate short-term insurance. Proven track record in account management and client relations, demonstrating strategic thinking, effective communication, and adaptability to evolving needs. Adept at driving team collaboration, maximizing revenue, and fostering client satisfaction. Known for reliability and a results-focused approach, consistently delivering high-quality outcomes.
Overview
15
15
years of professional experience
Work History
ACCOUNT DIRECTOR
LOCKTON
07.2023 - Current
- New Business on all class of business including specialised insurance)Assets, CAR, Liability, Motor & Marine,)
- Financial lines (i.eCommercial Crime, Professional Indemnity etc)
- Risk Analysis
- Client Retention
- Manage the full account cycle ( broking client with market and presenting terms to client)
- Maintained up-to-date knowledge of industry trends and best practices, offering valuable insights to clients seeking competitive advantages.
- Resolved problems with high-profile customers to maintain relationships and increase return customer base.
- Ensure successful renewal of clients contracts (Policy renewal)
- Day to day Policy Administration
- Understand Market developments and Maintaining knowledge of industry related technical developments
- Mentored junior team members, fostering a collaborative environment that encouraged professional growth.
- Reviewed competitor offerings to inform strategic planning efforts and ensure differentiation in crowded markets.
- Monitor registered claims and keep clients abreast of developments till finalisation
- Claims Negotiation and management
- Established trusted relationships with key stakeholders by providing consistent communication and exceptional service throughout the account lifecycle.
- Managed budgets for multiple accounts, ensuring optimal allocation of resources for maximum impact.
SENIOR ACCOUNT MANAGER
INDWE/SIMAH
07.2021 - 06.2023
- Policy retention
- Quotes and policy amendments
- Summary document preparation
- Ensure successful renewal of clients contracts (Policy renewal)
- Day to day Policy Administration
- Finalisation of pre-renewal and renewal presentations
- Understand Market developments and Maintaining knowledge of industry related technical developments
- Rates and cover negotiations with insurers
- Bring Insurance Solutions in terms of assisting banking colleagues to de Risk the bank
- Coordinated efforts across teams to ensure seamless delivery of products and services to clients
- Developed deep knowledge of customer businesses and relationship to company objectives.
- Analyzed data on client behavior patterns to inform future account management strategies, resulting in higher retention rates.
SENIOR ACCOUNT MANAGER
STANDARD BANK INSURANCE BROKER
08.2017 - 06.2021
- New Business
- Cross Selling on existing clients
- Commercial Crime, Professional Indemnity etc)
- Policy retention
- Quotes and policy amendments
- Summary document preparation
- Ensure successful renewal of clients contracts (Policy renewal)
- Liaison with internal stakeholder (banking colleagues including Suites Heads) to generate leads
- Day to day Policy Administration
- Finalisation of pre-renewal and renewal presentations
- Understand Market developments and Maintaining knowledge of industry related technical developments
- Rates and cover negotiations with insurers
- Bring Insurance Solutions in terms of assisting banking colleagues to de Risk the bank
- Reporting of new leads, weekly activity and feedback to stakeholders
- Leveraged industry knowledge to provide expert guidance on pricing, promotions, and product offerings for clients'' specific needs.
- Regularly updated sales forecasts based upon current pipeline status/anticipated deal closures, allowing for accurate resource allocation/planning within the organization.
- Sold new products and services and developed new accounts to maximize revenue potential.
- Delivered sales presentations and pitches to clients, upper management and junior sales associates for demonstration.
- Monitor registered claims and keep clients abreast of developments till finalisation
- Claims Negotiation and management
ACCOUNT EXECUTIVE
SOUTHERN CROSS
01.2016 - 07.2017
- Responsible for Service Delivery to client
- Policy retention
- Quotes and policy amendments
- Summary document preparation
- Ensure successful renewal of clients contracts (Policy renewal)
- Day to day Account Administration
- Credit Control
- Preparing of Financial Report (i.e
- Budget/forecast) and understanding the importance of client profitability
- Finalisation of pre-renewal and renewal presentations
- Understand Market developments and Maintaining knowledge of industry related technical developments
- Rates and cover negotiations with insurers
- Assisting new business colleagues in closing new accounts
- New Business development opportunities
- Handling Prominent (Fraser Alexander Tarsus etc)
- Cross selling
- Assist in needs analysis
- Obtaining quotes, negotiating renewal terms with insurers; broking and placing of cover
- Claims Handling
- Claims registrations with insurers (including windscreen claims)
- Monitor registered claims and keep clients abreast of developments till finalisation
- Claims Negotiation and management
- Drawing up claims report etc
BUSINESS DEVELOPMENT MANAGER
MARSH (PTY) LTD
12.2014 - 12.2015
- Responsible for Service
- Risk Analysis/needs analysis
- Making Recommendation of required cover
- Broking notes
- Obtaining quotes from across the market
- Summary document preparation
- End to end sales process
- Cold calling
- Day to day Account Administration
- Credit Control
- Preparing of Financial Report (i.e
- Budget/forecast) and understanding the importance of client profitability
- Preparing quotation presentation and presenting to financial managers
- Understand Market developments and Maintaining knowledge of industry related technical developments
- Rates and cover negotiations with insurers
- Closing leads
- New Business development opportunities
- Cross selling
JUNIOR ACCOUNT EXECUTIVE
MARSH ALEXANDER FORBES
03.2010 - 11.2014
- Responsible for Service Delivery to client
- Policy retention
- Quotes and policy amendments
- Summary document preparation
- Ensure successful renewal of client's contracts (Policy renewal)
- Day to day Account Administration
- Credit Control
- Preparing of Financial Report (i.e
- Budget/forecast) and understanding the importance of client profitability
- Finalisation of pre-renewal and renewal presentations
- Understand Market developments and Maintaining knowledge of industry related technical developments
- Rates and cover negotiations with insurers
- Assisting new business colleagues in closing new accounts
- New Business development opportunities
- Handling mining accounts (Delmas, Kilken, ect)
- Cross selling
- Assist in needs analysis
- Obtaining quotes, negotiating renewal terms with insurers; broking and placing of cover
- Preparing renewal packs
Education
BCOM HONORS - BUSINESS MANAGEMENT
UNISA
01.2022
BCOM - RISK MANAGEMENT
UNISA
01.2016
RE5 - undefined
MOONSTONE
01.2011
SHORT TERM INSURANCE CERTIFICATE NQF LEVEL4 - undefined
INVUYA COLLEGE
01.2009
MATRIC - undefined
ROSINA SEDIBANE SPORTS SCHOOL OF EXCELLENCE
01.2007
Skills
- Commercial acumen
- Communication
- Budgeting and expenditures
- Business needs assessment
- Strategic thinking
- Decision making
- Leadership
- Account management
- Strategic planning
- Analytical problem solver
- Account acquisition
- Salesforce software
LNGG
English
Afrikaans
Zulu
Sotho
Setswana
Sepedi
References
AVAILABLE ON REQUEST
Timeline
ACCOUNT DIRECTOR
LOCKTON
07.2023 - Current
SENIOR ACCOUNT MANAGER
INDWE/SIMAH
07.2021 - 06.2023
SENIOR ACCOUNT MANAGER
STANDARD BANK INSURANCE BROKER
08.2017 - 06.2021
ACCOUNT EXECUTIVE
SOUTHERN CROSS
01.2016 - 07.2017
BUSINESS DEVELOPMENT MANAGER
MARSH (PTY) LTD
12.2014 - 12.2015
JUNIOR ACCOUNT EXECUTIVE
MARSH ALEXANDER FORBES
03.2010 - 11.2014
BCOM - RISK MANAGEMENT
UNISA
RE5 - undefined
MOONSTONE
SHORT TERM INSURANCE CERTIFICATE NQF LEVEL4 - undefined
INVUYA COLLEGE
MATRIC - undefined
ROSINA SEDIBANE SPORTS SCHOOL OF EXCELLENCE
BCOM HONORS - BUSINESS MANAGEMENT
UNISA
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