Summary
Overview
Work History
Education
Skills
References
Timeline
Generic

Masechaba Ramailane

Business Insurance Broker
21 Pinard Road, 7 Bohemia, Amorosa

Summary

A well-faceted professional with ample years of administrative and sales experience gained under appointment in sales. This position required to apply protocols, principles and acquired skills to improve. People skills have since improved and able to engage, develop and review strategies, to best suit the requirements of a well-managed office.

Capable individual who is friendly, patient, and passionate in serving people and have a caring personality. A mature and organized approach to work, ability to remain calm and efficient under pressure. Self-reliant, resilient, independent and team oriented. Always seeking opportunity to gain more experience, knowledge to up skill myself. Hard working, versatile, adaptable always willing to learn.

Overview

16
16
years of professional experience

Work History

Business Insurance Broker

OUTsurance
06.2023 - Current
  • Assisted clients with claims processing, ensuring smooth experience during difficult times.
  • Leveraged knowledge of company insurance products and services to advise customers on appropriate choices.
  • Provided exceptional customer service by responding quickly to inquiries, resolving issues, and anticipating client needs.
  • Educated clients on various insurance products, enabling informed decisions regarding their coverage options.
  • Advise clients on risk management and help to devise new ways to mitigate risk
  • Acquire new clients and win accounts against competitors
  • Sell Insurance plans to deferent industries and clients both personal and business
  • Build and maintain ongoing relationships with clients
  • Cold Calling and canvassing to build pipeline
  • Strategized with clients to create customized insurance policy packages while informing clients of investment opportunities to protect assets.
  • Schedule meetings to meet clients
  • Manage annual insurance cycle, including policy renewals-rates and policy adjustments
  • Called potential clients to set up appointments according to mutual availability.

Sales Supervisor

GAAP Point of Sale
02.2021 - 03.2023
  • Achieved sales targets consistently through regular monitoring of team performance and adjusting strategies accordingly.
  • Trained team members in successful strategies to meet operational and sales targets.
  • Worked jointly with team members to assist with closing sales, cross-selling and upselling of products and services.
  • Developed strong relationships with key clients, resulting in repeat business and increased revenue.
  • Collaborated with other departments to ensure seamless communication and smooth workflow across teams.
  • Collaborated with team members to achieve target results
  • Established rapport with potential clients by conducting targeted outreach initiatives such as cold calling or email campaigns.
  • Provided leadership, guidance and direction to sales team members, offering assistance with any need at any time.

External Sales Executive

GAAP Point of Sale
01.2020 - 02.2021
  • Perform effective software demos to prospects
  • Generates leads by sourcing clients through canvassing and cold calling
  • Achieved sales goals and service targets by cultivating and securing new customer relationships.
  • Boosted sales revenue by cultivating strong client relationships and implementing effective sales strategies.
  • Researched sales opportunities and possible leads to exceed sales goals and increase profits.
  • Developed and presented valuable sales presentations to potential customers to highlight features and benefits of products.
  • Identified upselling opportunities within existing accounts by staying informed about clients'' evolving needs requirements.
  • Negotiated contract terms with clients, securing favorable conditions for both parties while maximizing profitability.
  • Participated in industry trade shows, representing the company professionally and generating valuable leads for future business growth.
  • Reviewed competitors'' offerings periodically to stay informed about industry trends and maintain a competitive edge.

Internal Sales Executive

GAAP Point of Sale
02.2019 - 01.2020
  • Managed client accounts by maintaining active communication, addressing concerns, and providing ongoing support.
  • Participated in industry events to network, generate leads, and stay informed about competitors'' actions.
  • Increased sales by building strong relationships with clients and providing tailored solutions.
  • Assisted in onboarding new team members by providing training sessions on company products, services, and sales techniques.
  • Built relationships with customers and community to establish long-term business growth.
  • Prepared sales presentations for clients showing success and credibility of products.
  • Scheduled meetings with clients to demonstrate the hardware and software products

Customer Service Representative

GAAP Point of Sale
09.2018 - 01.2019
  • Handled customer inquiries and suggestions courteously and professionally.
  • Resolved customer complaints with empathy, resulting in increased loyalty and repeat business.
  • Actively listened to customers, handled concerns quickly and escalated major issues to supervisor.
  • Managed high-stress situations effectively, maintaining professionalism under pressure while resolving disputes or conflicts.
  • Handled change of ownerships,de -franchising procedures, upgrades and retentions
  • Clarified customer issues and determined root cause of problems to resolve product or service complaints.
  • Handled escalated calls efficiently, finding satisfactory resolutions for both customers and the company alike.

Dealer Service Consultant

SA Taxi Finance
01.2014 - 08.2018
  • Ascertain the needs of the Dealer, BDO and F&I
  • Daily followed up with dealerships regarding approved deals
  • Drawing up of clients Contracts
  • Assist with all applications sent through are 100% for FICA Purposes
  • Provided quality service to dealerships
  • Assisted members of the team to achieve common goals
  • Team Motivational Speaker



Policy Administrator

SA Taxi Finance
09.2013 - 10.2014
  • Developed and maintained strong relationships with internal departments and external partners, ensuring effective collaboration on policy-related initiatives.
  • Improved customer satisfaction by promptly addressing inquiries related to policy changes and updates.
  • Conducted detailed policy analysis to identify areas for improvement and recommend necessary adjustments.
  • Participated in audits of various departmental policies, ensuring adherence to organizational standards and regulations.
  • Captured new policies, reinstated and do Passenger liabilities for clients



Insurance Claims Administrator

SA Taxi Finance
06.2012 - 07.2013
  • Registered new claims of clients
  • Assessed and checked if all required documents are completed to register claim
  • Balanced workload effectively, prioritizing tasks to ensure timely completion of all claim-related responsibilities.
  • Conducted thorough investigations into potentially fraudulent claims, reducing company losses.
  • Supported continuous improvement efforts by identifying opportunities for process enhancements in the claims handling process.
  • Stayed updated with industry regulations, ensuring compliance in all claim-handling procedures.
  • Enhanced customer satisfaction by promptly addressing concerns and providing accurate claim information.

Service Advisor

First National Bank
02.2010 - 04.2012
  • Followed up with customers to offer additional support and check resolution satisfaction.
  • Handled customer issues with confidence, using complex problem solving to provide effective resolution.
  • Suggested additional services to customers in order to meet upsell goals.
  • Documented problems and corrective actions to maintain records.
  • Provided exceptional customer service, resolving complaints diplomatically and efficiently.
  • Pleasantly greeted customers and asked open-ended questions to better determine needs.
  • Delivered exceptional customer service to every customer by leveraging extensive knowledge of products and services and creating welcoming, positive experiences.

Teller

First National Bank
08.2008 - 01.2010
  • Processed customer transactions promptly, minimizing wait times.
  • Answered customer inquiries regarding account balances, transaction history, services charges, and interest rates.
  • Maintained cash drawer accuracy by conducting regular audits and implementing effective cash handling practices.
  • Maintained up-to-date knowledge of bank products, services, promotions, policies, regulations to better assist customers with their financial needs.
  • Balanced cash drawers daily, identifying discrepancies and taking corrective actions as needed.
  • Improved customer satisfaction by providing efficient and accurate transaction processing.
  • Balanced cash drawer daily and resolved discrepancies to provide accurate data regarding cash flow.

Education

No Degree - National Certificate in Banking & Service Advise

Milpark Business School
Milpark
04.2001 -

High School Diploma -

The Hill High School
The Hill
04.2001 -

Skills

  • Risk Mitigation

  • Teamwork and Collaboration

  • Problem-Solving

  • Interpersonal Skills

  • Customer Complaint Resolution

  • Customer Engagement

  • Leads Prospecting

  • Upselling

References

OUTsurance

Moe Hussain (Relationship Manager)

0727202235


GAAP Point of Sale

Jeanne Greef ( Regional  Sales Manager)

0766729049


SA Taxi Finance

John Greef ( Dealer Service Manager)

072117650


First National Bank

Shalini John ( Branch Manager)

011 340 5300

Timeline

Business Insurance Broker

OUTsurance
06.2023 - Current

Sales Supervisor

GAAP Point of Sale
02.2021 - 03.2023

External Sales Executive

GAAP Point of Sale
01.2020 - 02.2021

Internal Sales Executive

GAAP Point of Sale
02.2019 - 01.2020

Customer Service Representative

GAAP Point of Sale
09.2018 - 01.2019

Dealer Service Consultant

SA Taxi Finance
01.2014 - 08.2018

Policy Administrator

SA Taxi Finance
09.2013 - 10.2014

Insurance Claims Administrator

SA Taxi Finance
06.2012 - 07.2013

Service Advisor

First National Bank
02.2010 - 04.2012

Teller

First National Bank
08.2008 - 01.2010

No Degree - National Certificate in Banking & Service Advise

Milpark Business School
04.2001 -

High School Diploma -

The Hill High School
04.2001 -

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Masechaba RamailaneBusiness Insurance Broker