Matlalane Cathrine Mohlaba
Insurance Consultant
Bloemfontein
Summary
Dynamic Insurance Consultant with a proven track record, excelling in policy analysis and customer engagement. Adept at multitasking and fostering teamwork, ensuring clients receive exceptional service and support throughout their insurance journey.
Overview
14
14
years of professional experience
17
17
years of post-secondary education
Work History
Insurance Consultant
Santam
Bloemfontein
01.2019 - Current
- Maintain Policies and responding to clients email with turn around time
- Educated clients on insurance policies and procedures.
- Provided exceptional customer service during the claims process by guiding clients through each step and advocating on their behalf when needed.
- Conducted thorough policy reviews for existing clients, identifying gaps in coverage and recommending appropriate solutions.
Data Capture/Receptinist
Rockemed
Bloemfontein
01.2016 - 01.2018
- Run day to day surgeon,captured all files according,i was also receptionist
- Greeted incoming visitors and customers professionally and provided friendly, knowledgeable assistance.
- Responded to inquiries from callers seeking information.
- Confirmed appointments, communicated with clients, and updated client records.
- Enhanced customer satisfaction by promptly addressing inquiries and providing accurate information.
- Answered phone promptly and directed incoming calls to correct offices.
- Maintained a well-organized reception area with updated materials, contributing to a welcoming environment for visitors.
Counselor/Data Capture/Receptinist
MCC Hola Monna
Bloemfontein
01.2011 - 01.2016
- Guided clients in developing skills and strategies for dealing with problems.
- Maintained accurate documentation of client interactions, assessments, and progress notes for effective case management.
- Educated clients on available community resources, fostering a sense of empowerment and self sufficiency.
- Communicated regularly with other professionals involved in the client''s care for coordinated service delivery efforts.
- Implemented behavioral modification strategies to help clients develop healthier coping mechanisms.
Education
High School Diploma -
Tsoseletso High School
Bloemfontein 04.2001 - 01.2016
Certificate - Computer Literacy
NCC
Bloemfontein 01.2016 - 01.2018
Certificate - NC: Short Term Insurance (NQF Level 5)
License To Skill
Cape Town, South Africa 11.2024 - 03.2025
Certificate - FETC: Short Term Insurance (NQF Level 4)
License To Skill
Cape Town 06.2024 - 10.2024
Skills
Policy analysis
Licensed insurance agent
Call center customer service
Teamwork and collaboration
Customer engagement
Data entry
Multitasking
Product knowledge
Verbal and written communication
Effective communication
Personal Information
Gender: Mr/Mrs
Timeline
Certificate - NC: Short Term Insurance (NQF Level 5)
License To Skill
11.2024 - 03.2025
Certificate - FETC: Short Term Insurance (NQF Level 4)
License To Skill
06.2024 - 10.2024
Insurance Consultant
Santam
01.2019 - Current
Data Capture/Receptinist
Rockemed
01.2016 - 01.2018
Certificate - Computer Literacy
NCC
01.2016 - 01.2018
Counselor/Data Capture/Receptinist
MCC Hola Monna
01.2011 - 01.2016
High School Diploma -
Tsoseletso High School
04.2001 - 01.2016
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