Mellissa Sargeant
Sales Manager
Western Cape
Summary
I am an organized, self-disciplined and self-driven individual with a passion for innovation and excellence. I have an analytical thought process and thrive on creating efficiencies that not only develop an organization but its people as well. I am proactive and results orientated with a special focus on people development and business development. I believe what you put in is what you will get out, so I thrive in taking ownership of my own career. At the forefront will always be my integrity and accountability, these are two qualities I will always uphold. I am a self-taught leader and always lead by example, believing in 'be the change you want to see in the world'. Currently a Skilled Business Development leader offering 10 years of experience in industry. Bringing expertise in client acquisition and contract negotiation, along with excellent interpersonal communication, relationship-building and team leadership abilities. Results-driven and proactive with demonstrated record of accomplishment in meeting and exceeding sales and revenue objectives.
Overview
10
10
years of professional experience
1
1
Language
Work History
Business Development Manager
Momentum Insure
06.2023 - Current
- Streamlined internal processes by introducing innovative tools and technologies, enhancing overall operational efficiency.
- Collaborated closely with marketing teams to develop targeted campaigns that generated high-quality leads for the sales pipeline.
- Optimized sales funnels by leveraging data-driven insights to refine targeting strategies and maximize conversion rates.
- Increased client base by identifying new business opportunities and cultivating strong relationships with key decisionmakers.
- Spearheaded initiatives aimed at improving customer retention rates by proactively addressing concerns before they escalated into larger issues.
- Consistently met or exceeded monthly quotas through diligent prospecting efforts, relentless follow-up activities, and expert negotiation skills.
- Delivered compelling sales presentations to prospective clients, highlighting the unique value proposition of our products and services.
- Leveraged industry events to network with potential clients, generating significant brand exposure and driving new business acquisition efforts.
- •Driving profitable sales volume of all Momentum Insure products
•Achieve an excellent, consistent customer experience across channel
•Implement sales plans, budgets and accelerated growth strategies:
addressing sales to the external market
South African and public sector markets
Maximise channel effectiveness
• Apply a deep understanding of Provincial client and competitive markets and needs to execute on initiatives
that will lead to greater market penetration
•Communicate the sales distribution strategic objectives, plan and operating model to stakeholders
• Accountable for establishment of a fast and efficient lead management process
•Ensuring effective resourcing, development, performance management and retention plans are in place for
sales team
•Collate provincial specific retail tied sales information and compile relevant reports to respective stakeholders
•Ensure effective risk management and governance of Momentum Insure sales
Broker Sales Team Manager
Momentum Insure
08.2021 - 05.2023
- Lead and assume full management responsibility for a team of professional sales staff
- Coach and supervise financial advisers to meet and exceed performance
- Timeously complete all administrative and reporting duties, including sales tracking, audits, and feedbacks within the agreed timeframes
- Demonstrate exemplary leadership behavior, through personal involvement, commitment, and dedication in support of organizational values
- Continuously monitor turnaround times and quality standards and resolve issues speedily to enhance client service delivery
- Manage the delivery on service level agreements made with clients, brokers, and other stakeholders to ensure that client expectations are managed
- Manage client query processes and ensure that queries are tracked, accurately resolved
- Create a positive work climate and culture to energize employees, give meaning to work, minimize work disruption and maximize employee productivity
- Identify employee growth and development needs and schedule interventions to enable ongoing development, training, and personal growth
- Continuously monitor turnaround times and quality standards and resolve issues speedily to enhance client and broker experience.
Commercial Sales Advisor
Momentum Insure
01.2020 - 07.2021
- Responsible for converting leads/quotes to sales in terms of quantity and quality
- Progressing leads from start to finish following SLA's and internal procedures
- Commercial advice on product offerings fit to clients' needs
- Excellent service and maintaining/building relationships with brokers and broker consultants
- Risk assessment in line with business types/activities and aligning this to our risk appetite
- Supporting team members in problem solving in any challenges- system based, product based or developmental
- Resolving brokers challenges/concerns
- PFP representative (Feb 2020 - May 2021) - coaching on PFP for new advisors or older advisors
- Communicating changes and creating a safe platform to discuss concerns.
Client Care Advisor
Momentum Insure
02.2018 - 12.2020
- Providing service to our existing client base for all commercial and personal policies- both broker and direct
- Resolving all policy related queries/amendments/inaccuracies relating to policy information
- Working in high volume lead environment
- Providing both commercial and personal advice
- Excellent services to our brokers and client on every lead interaction
- All financial related queries in terms of premiums, renewals, ad hoc refunds
- Values based company with commitment to providing awesome service with a first call resolution module
- Creating value and revenue by cross selling and up selling insurance products suited to clients' needs and reattaining business
- Assisting managers and team managers in resolving broker complaints
- Second in Charge to team manager - providing floor support to all advisors to resolve difficult queries, system challenges or product challenges
- Technical development - assisted with team monthly audits and ad hoc audits for quality assurance
- Personal development - Ran morning huddles/motivational meetings before a working day
- Sat in on one-on-one performance coaching
- PFP Representative- coaching on PFP for new advisors or older advisors
- Communicating changes and creating a safe platform to discuss concerns
- Gees Committee - development of incentives and events to boost team/department morale and spirit.
Client Service Advisor
Youi
11.2016 - 01.2018
- Servicing existing client base by handling customers inquiries, complaints, billing questions and payment extension/services
- Creating value and revenue by cross selling and up selling insurance products suited to clients' needs
- Values based company with commitment to providing awesome service with a first call resolution module
- Service Champion - awarded highest CSI ratio for 6 months
- Top Performer for 5 months.
Sales Advisor
Youi
04.2016 - 09.2016
- Selling insurance products to customers over the phone
- Understanding customers' needs and tailoring insurance packages to suit
- Cross selling products to cover all our customers' insurance needs
- Client centric approach to selling and service.
Team Manager
Parabis SA - UK Based law firm
03.2014 - 11.2015
- Leadership of a team of 8 claims advisors, by proactively working with each of the members to ensure high levels of performance is achieved
- Technical Knowledge of systems processes and associated legal matters in dealing with Pre-Litigation work
- Effectively dealing with client complaints and promoting professionalism through oral communication and auditing of written correspondence
- Quality assurance- ad hoc process audits to ensure all processes followed or met
- Actively participating in development of sales advisors and carrying out any disciplinary action
- Performance management of all advisors
- Quality check of every written correspondent sent to our clients.
Claims Advisor
Parabis SA - UK Based law firm
03.2014 - 11.2015
- Handling of personal injury claims from date of loss of motor vehicle accidents to settlement of a claim with third party insurer
- Conducting investigations on liability of incident if circumstances required
- Valuation of personal injury claims with medical evidence (arranged and referred by me for further investigation if necessary) - using case law and valuation tools
- Negotiating with third party insurers to obtain best possible settlement for our client for injury claim, treatment costs, consequential losses
- High Volume case load - 600 to 1000 cases
- Promoted to complex claims advisor - assessing complex medical injuries from motor vehicles accidents, quantifying, negotiating, and settling claims.
Education
NQF5 - Higher Certificate in STI ( NQF 5)
Faisit
Western Cape, South Africa 04.2001 -
RE5 - Regulatory (Re 5) Reps in All Categories of FSP
Moonstone
Gauteng, South Africa 04.2001 -
COB - Class of Business - Personal Lines
Growth in Motion
Gauteng, South Africa 04.2001 -
COB - Class of Business - Commerical Lines
Growth in Motion
Gauteng, South Africa 04.2001 -
Skills
Skills Summary
A balance of assertiveness and empathy to motivate people, provide support and drive results to align employees' goals to that of the business. Excellent people & interpersonal skills, as well as delegating, coaching, mentoring, monitoring & motivating, Pro-active planning to reach targets through effective monitoring, and goal setting, All companies I've worked for have independent systems - I have an interest in learning all facets of these systems, becoming the best at understanding them and finding innovative ways to improve., Written/verbal communication with a focus on professionalism and brand promotion., Meticulous, thorough, and methodical to achieve set SLA's and best client experience., Solutions orientated with the ability to think creatively & critically, with professional & ethical standards towards crises management, Organised and systematic, focused on planning, goal setting, monitoring, overseeing, and reviewing, Positive attitude, ambitious, challenge driven & self-motivated., Confident, assertive & pro-active, working well under pressure & adaptable to change, Applying my knowledge of soft skills needed to show value in products, educate clients, being a brand ambassador and convert leads to sales optimally., Implementing and developing efficiencies in line with business objectives
Known As
Mel
Rsa Id
9007260080086
Graduated
Crawford College Pretoria 2008
Personal Information
- Qualifications: RE 5
- Criminal Record: None
- Date of Birth: 07/26/90
- Gender: Female
- Driving License: Yes
- Marital Status: Married
Timeline
Business Development Manager
Momentum Insure
06.2023 - Current
Broker Sales Team Manager
Momentum Insure
08.2021 - 05.2023
Commercial Sales Advisor
Momentum Insure
01.2020 - 07.2021
Client Care Advisor
Momentum Insure
02.2018 - 12.2020
Client Service Advisor
Youi
11.2016 - 01.2018
Sales Advisor
Youi
04.2016 - 09.2016
Team Manager
Parabis SA - UK Based law firm
03.2014 - 11.2015
Claims Advisor
Parabis SA - UK Based law firm
03.2014 - 11.2015
NQF5 - Higher Certificate in STI ( NQF 5)
Faisit
04.2001 -
RE5 - Regulatory (Re 5) Reps in All Categories of FSP
Moonstone
04.2001 -
COB - Class of Business - Personal Lines
Growth in Motion
04.2001 -
COB - Class of Business - Commerical Lines
Growth in Motion
04.2001 -
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