Nathan Reuben Jacobus
Commercial Insurance Broker
Cape Town
Summary
Commercial Insurance Broker | Risk Solutions Expert | Entrepreneur & Business Strategist
Experienced insurance professional with a strong background in commercial and personal insurance. Skilled in risk assessment, underwriting, and tailored insurance solutions. Proven expertise in business development, client relationship management, and strategic problem-solving. Passionate about innovation, optimizing costs, and helping businesses thrive. Open to opportunities in insurance, risk management, and business strategy.
Overview
14
14
years of professional experience
3
3
years of post-secondary education
1
1
Certification
1
1
Language
Work History
Commercial Insurance Broker
Mont Blanc Financial Services
Capetown
01.2025 - Current
- Reviewed, shopped and processed renewals.
- Explained detailed policy concepts in easy-to-understand terms.
- Analyzed market trends to identify new areas of opportunity for commercial insurance products and services.
- Conducted thorough evaluations of potential risks, crafting customized policies to mitigate exposure for clients effectively.
- Elevated the overall reputation of the firm through consistent delivery of top-notch customer service, resulting in increased referrals and repeat business.
- Developed strong relationships with underwriters, resulting in favorable policy terms for clients.
- Managed a diverse portfolio of commercial accounts, ensuring timely renewals and policy adjustments as needed.
- Identified new revenue streams by targeting niche industries or underserved markets within the commercial insurance sector.
- Increased client satisfaction by identifying coverage gaps and recommending appropriate insurance solutions.
- Analyzed customer needs to provide customized insurance solutions.
- Analyzed risk factors to recommend appropriate coverage levels.
- Collected premiums on or before effective date of coverage.
- Calculated premiums and established payment methods for sales.
- Researched and identified potential new markets.
- Finalized sales and collected necessary deposits.
- Monitored customer feedback and identified areas of improvement.
- Developed and implemented promotional strategies to increase customer base.
- Designed presentations and marketing materials to promote insurance products.
- Created sources for continuous client referrals within community and with businesses using extensive networking skills.
- Evaluated competitors' products and services to gain competitive advantage.
- Conducted annual reviews of existing policies to update information.
- Conducted research and identified market trends to develop better strategies for sales.
- Identified and solicited sales prospects in agency databases.
Chief Executive Officer
Acu-trans pty
Capetown
07.2017 - Current
- Company Overview: Private Charter Services, specializing in staff transport and private travel solutions
- Private Charter Services, specializing in staff transport and private travel solutions
- Increased company revenue by implementing innovative business strategies and expanding product offerings.
- Built productive relationships with industry partners and competitors to support strategic business objectives.
- Established key strategic partnerships with industry leaders to enhance business development opportunities.
- Streamlined operations for improved efficiency, reducing overall costs and increasing profitability.
- Managed partnerships and strategic business relationships by negotiating contract terms and handling conflicts.
- Analyzed and tracked business metrics and made appropriate adjustments to meet supply and demand needs.
- Developed and executed comprehensive marketing campaigns, driving significant growth in customer base.
Chief Executive Officer
Acu-brands Pty Ltd
Capetown
03.2022 - 08.2024
- Company Overview: Acubrands is a multifaceted business solutions provider dedicated to unlocking potential for businesses at every stage
- Our expertise spans across supply chain management, business rescue services, marketing, brand acquisition, and deal-making
- Acubrands is a multifaceted business solutions provider dedicated to unlocking potential for businesses at every stage
- Our expertise spans across supply chain management, business rescue services, marketing, brand acquisition, and deal-making
- Increased company revenue by implementing innovative business strategies and expanding product offerings.
- Managed high-performing teams to successfully execute corporate objectives and drive organizational success.
- Built productive relationships with industry partners and competitors to support strategic business objectives.
- Established key strategic partnerships with industry leaders to enhance business development opportunities.
- Reviewed individual department performance and worked with leadership to improve processes, procedures, and practices.
- Streamlined operations for improved efficiency, reducing overall costs and increasing profitability.
- Managed partnerships and strategic business relationships by negotiating contract terms and handling conflicts.
- Developed key operational initiatives to drive and maintain substantial business growth.
- Improved operational efficiency by redesigning internal processes and implementing cutting-edge technology solutions.
- Identified new revenue generation opportunities to maximize bottom-line profitability.
- Analyzed and tracked business metrics and made appropriate adjustments to meet supply and demand needs.
Wealth Personlines Short-term Insurance Broker
FNB South Africa
Capetown
08.2019 - 06.2023
- Generating new business by building relationships with private bankers, prospecting, and networking
- Conducted client meetings to assess insurance needs, present options, and close deals
- Maintained an active client database, tracking sales, preferences, and improving retention
- Built and managed a portfolio, offering personalized insurance solutions
- Conducted insurance needs analysis, identified coverage gaps, and recommended products
- Negotiated policy terms and pricing with underwriters to benefit clients and maintain profitability
- Managed client accounts, ensuring accurate records of policies, claims, and billing
- Stayed informed on industry changes, attending events and training
- Managed policy renewals and cancellations, handling claims and negotiating settlements
- Facilitated underwriting processes, presented quotes, and ensured accurate documentation
Director
The Cloudcheck Co Pty Ltd
Capetown
05.2018 - 02.2023
- Company Overview: As a Founding Member and Director of an E-Cigarette E-Liquid Manufacturing Company
- Responsible for manufacturing, distributing, and overseeing the brand's national operations
- Developed and implemented the company's strategy, identifying growth opportunities
- Participated in board meetings and provided input on strategic decisions
- Oversaw production, ensuring product quality and industry safety standards
- Managed distribution channels and maintained strong client relationships
- Led financial monitoring and worked with directors to meet financial goals
- Applied strong communication, business development, and leadership skills
- As a Founding Member and Director of an E-Cigarette E-Liquid Manufacturing Company
- Improved project efficiency with strategic planning, resource allocation, and time management practices.
- Managed budgets effectively to ensure optimal use of resources while maintaining financial stability.
- Facilitated cross-functional collaboration for improved decision-making processes within the organization.
Motor Trade Industry
Self Employed
Capetown
05.2014 - 02.2023
- As a Vehicle Sales and Purchase Specialist, I have extensive experience buying and selling vehicles across different markets
- I have a keen eye for identifying valuable cars, motorcycles, and other vehicles, and a deep understanding of the buying and selling process
- Managed time efficiently in order to complete all tasks within deadlines.
- Demonstrated respect, friendliness and willingness to help wherever needed.
- Organized and detail-oriented with a strong work ethic.
- Resolved problems, improved operations and provided exceptional service.
- Used strong analytical and problem-solving skills to develop effective solutions for challenging situations.
Business Development Executive
Alexander Forbes
Capetown
10.2017 - 07.2019
- Company Overview: Alexander Forbes Short-Term Insurance
- Responsible for selling insurance products, generating leads, servicing corporate clients, and attending conferences to market offerings
- Developed and implemented sales plans, identified potential clients, and communicated product benefits
- Served corporate clients, collaborating with departments for customized solutions
- Managed client databases, processed applications, and ensured regulatory compliance
- Assessed risk, determined premiums, and made underwriting decisions
- Maintained client relationships and stayed updated on industry trends and regulations
- Alexander Forbes Short-Term Insurance
- Built strong relationships with clients, leading to increased customer satisfaction and repeat business.
- Communicated directly with customers and partners to build strong business networks and relationships.
- Developed customized solutions for clients, addressing their unique needs and helping them achieve their goals.
- Negotiated client contracts and agreements to cultivate profitable business transactions.
- Leveraged CRM tools to track leads and analyze data, optimizing sales efforts for maximum return on investment.
- Provided exceptional customer service by promptly addressing client concerns and resolving issues as they arose.
- Managed a portfolio of accounts, ensuring timely delivery of products/services while maintaining high levels of customer satisfaction.
- Conducted competitor analysis to identify gaps in the market and capitalize on untapped opportunities.
- Established a robust sales pipeline by consistently identifying, qualifying, and nurturing leads through various outreach methods.
- Delivered presentations at industry conferences, raising company profile and attracting potential clients.
- Negotiated contracts with key stakeholders, resulting in favorable terms for the company and long-term partnerships.
- Created compelling proposals that demonstrated the unique value of our products/services while addressing client needs and expectations.
- Established and maintained highly effective relationships with clients and industry partners to drive growth.
- Assisted marketing department in creating targeted campaigns that effectively communicated the value proposition of our products/services to potential customers.
- Collaborated with cross-functional teams to identify opportunities for product improvement, driving innovation in the company''s offerings.
Owner Director
JAG Industries Pty Ltd
Capetown
04.2017 - 07.2019
- Company Overview: As CEO and Founder, I led the importation, installation, and maintenance of tracking devices and surveillance systems for public and commercial vehicles
- Developed and implemented the company's strategy and vision, setting clear goals for the team
- Identified growth opportunities, including partnerships with Chinese brands for device imports
- Built and maintained client relationships, ensuring customer satisfaction
- Oversaw daily operations, including finances, sales, marketing, and human resources
- Managed the installation and maintenance of tracking systems, ensuring industry standards
- Developed marketing strategies, targeting key markets and creating effective campaigns
- As CEO and Founder, I led the importation, installation, and maintenance of tracking devices and surveillance systems for public and commercial vehicles
- Managed day-to-day business operations.
- Developed and maintained strong relationships with clients, resulting in repeat business and referrals.
- Oversaw daily operations, ensuring all tasks were completed accurately and efficiently by team members.
- Managed financial aspects of the business, including budgeting, financial reporting, and tax preparation.
- Consulted with customers to assess needs and propose optimal solutions.
- Trained and motivated employees to perform daily business functions.
- Increased customer satisfaction by implementing efficient business processes and providing exceptional service.
- Evaluated industry competition regularly to maintain a competitive advantage in the marketplace.
- Mentored staff members on best practices in customer service and sales techniques, leading to increased performance levels.
Commercial Insurance Broker
OUTsurance
Capetown
12.2015 - 05.2017
- Providing tailored insurance solutions to corporate clients by understanding their unique needs and delivering customized coverage
- Prospecting and acquiring new clients to expand the business
- Conducting risk assessments to determine insurance requirements
- Advising clients on appropriate coverage and negotiating terms with underwriters
- Assisting with claims processes and ensuring timely resolution
- Maintaining client relationships to secure ongoing business
- Reviewed, shopped and processed renewals.
- Explained detailed policy concepts in easy-to-understand terms.
- Analyzed market trends to identify new areas of opportunity for commercial insurance products and services.
- Increased client satisfaction by identifying coverage gaps and recommending appropriate insurance solutions.
- Analyzed customer needs to provide customized insurance solutions.
- Conducted research and identified market trends to develop better strategies for sales.
- Identified and solicited sales prospects in agency databases.
- Conducted annual reviews of existing policies to update information.
Wealth Management Advisor
Old Mutual South Africa
Capetown
10.2010 - 04.2014
- Provided financial advice and investment management services to clients, aiming to help them meet their financial objectives
- Building and maintaining client relationships, helping them achieve financial goals
- Conducting financial analysis and developing personalized investment strategies
- Managing and upselling client portfolios to maximize returns and minimize risk
- Staying updated on financial markets and trends to offer relevant advice
- Collaborating with stakeholders to deliver comprehensive financial solutions
- Providing ongoing support and resolving client inquiries promptly
- Maintaining accurate client records and financial transactions
Education
Full qualification Short-term Insurance - Business and Personal/Financial Services Marketing Operations
Insurance Sector Education And Training Authority
Cape Town South Africa 01.2015 - 01.2017
Regulatory Examination: Representatives RE5 - Finance, General
Moonstone Business School of Excellence
Cape Town South Africa 07.2011 - 08.2012
Skills
Insurance & Risk Management
Risk Assessment & UnderwritingCommercial & Personal Insurance SolutionsClaims Management & NegotiationPolicy Structuring & ComplianceClient Advisory & Needs Analysis
Sales & Business DevelopmentLead Generation & ProspectingClient Relationship ManagementNegotiation & Closing DealsCross-Selling & Upselling StrategiesMarket Research & Competitor Analysis
Entrepreneurship & Strategic LeadershipBusiness Strategy & Growth PlanningBrand Development & PositioningFinancial & Operational ManagementDeal-Making & PartnershipsCrisis Management & Problem-Solving
Logistics & OperationsTransport & Fleet ManagementSupply Chain & ProcurementPrivate Charter & Staff Transport SolutionsVehicle Sales & Trade Expertise
Technology & InnovationDigital Transformation in InsuranceTech-Driven Risk Solutions (eg, Fresh Tech™)E-Commerce & Online Business StrategiesSurveillance & Tracking Systems
General Business SkillsLeadership & Team ManagementCommunication & NegotiationRegulatory Compliance & GovernanceCustomer Service & Retention StrategiesData Analysis & Reporting
Policy analysis
Claims management
Financial acumen
Underwriting
Customer service
Problem-solving
Customer engagement
Multitasking
Insurance policy sales
Decision-making
Sales reporting
Time management abilities
Verbal and written communication
Critical thinking
Effective communication
Team collaboration
Policy renewals
Certification
Class of Business
Timeline
Class of Business
01-2025
Commercial Insurance Broker
Mont Blanc Financial Services
01.2025 - Current
Chief Executive Officer
Acu-brands Pty Ltd
03.2022 - 08.2024
Wealth Personlines Short-term Insurance Broker
FNB South Africa
08.2019 - 06.2023
Director
The Cloudcheck Co Pty Ltd
05.2018 - 02.2023
Business Development Executive
Alexander Forbes
10.2017 - 07.2019
Chief Executive Officer
Acu-trans pty
07.2017 - Current
Owner Director
JAG Industries Pty Ltd
04.2017 - 07.2019
Commercial Insurance Broker
OUTsurance
12.2015 - 05.2017
Full qualification Short-term Insurance - Business and Personal/Financial Services Marketing Operations
Insurance Sector Education And Training Authority
01.2015 - 01.2017
Motor Trade Industry
Self Employed
05.2014 - 02.2023
Regulatory Examination: Representatives RE5 - Finance, General
Moonstone Business School of Excellence
07.2011 - 08.2012
Wealth Management Advisor
Old Mutual South Africa
10.2010 - 04.2014
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