Namhla Bill
Customer Care Retention Advisor
Centurion
Summary
Results-driven with positive attitude and passion for providing high-quality advice and guidance to clients. Proven ability to identify customer needs, resolve conflicts and build strong relationships. Possesses excellent problem-solving, communication and interpersonal skills.
Overview
8
8
years of professional experience
1
1
Certification
3
3
Languages
Work History
Customer Care Retention Advisor
Old Mutual Insure
05.2023 - Current
- Providing telephonic/ email support to intermediary on record, authorized representatives from the brokerage, and broker services.
- Dealing with general insurance and policy specific enquiries.
- Dealing with issuance of new policies/ policy maintenance/ renewal
- Assisting to resolve all insurance queries within required timeframe and compliance requirements;
- Undertaking client follow-ups when policies are cancelled to ascertain the reasons and attempt to retain the policy onto books;
- Undertaking to adjust premiums in line with new asset values;
- Managing client expectation on expected turnaround times for submitted requests;
- Adhering to underwriting criteria and regional requirements;
- Assist with profiling the client with the best suitable product and underwriting criteria;
- Advising brokers to ensure that we meet with clients’ needs in terms of the correct cover and product.
Funeral Sales Advisor
Outsurance
12.2019 - 06.2022
- Identify and establish contact with potential customers
- Serve customers by selling them funeral cover
- Identify potential leads from closed business.
Pre Qualifier
Outsurance
10.2016 - 11.2017
- Contact existing clients to cross life products in order to increase the leads needed to adhere to quantity and quality targets provided daily
- Maintaining an acceptable Referral ratio in terms of the leads allocated than transferring to sales advisor
- Maintaining an acceptable Quote ratio of leads loaded to quotes done.
Education
Financial Accounting - Accounting
Boston City Campus
Centurion, South Africa05.2027
Skills
Availability
30 Days notice
Candidate
Namhla Bill
Driver’S License
Code 08
Contact Details
072 217 8801
Personal Information
ID Number: 931230 0190 089
References
David radiokana, team leader old mutual , 076 104 1429
- Londeka Ntombela, Team Manager Life Funeral Inbound Sales, 082 797 2342
Certification
Regulatory examination certificate RE5
Timeline
Customer Care Retention Advisor
Old Mutual Insure
05.2023 - Current
Funeral Sales Advisor
Outsurance
12.2019 - 06.2022
Regulatory examination certificate RE5
11-2019
Pre Qualifier
Outsurance
10.2016 - 11.2017
Financial Accounting - Accounting
Boston City Campus
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