SAP CRM
Nicole Chetty
Retentions Advisor
Johannesburg,GP
Summary
Persuasive Retentions Advisor with expertise in assessing client needs, advising on cover options and reviewing short-term insurance policies. Energetic and communicative professional with 5 years of experience working with clients in the telecommunications and insurance industry. Proficient in job-related software, including SAP CRM and Summit.
Overview
4
4
years of professional experience
10
10
years of post-secondary education
7
7
Certifications
Work History
Retentions Advisor
OUTsurance
Centurion, Centurion, Gauteng
07.2021 - Current
- Worked to accommodate new and different insurance requests and explored new value opportunities to optimize insurance reputation.
- Obtained underwriting approval by completing application for coverage.
- Carried out administrative tasks such as handling policy renewals, maintaining records and collecting insurance payments.
- Maintained high standards of customer service by building relationships with clients.
- Provided quotes and promoted products for building, contents and vehicle insurance.
- Upsold additional products and services after identifying customer needs and requirements.
- Explained features, advantages and disadvantages of various policies to promote insurance sales.
Sales and Customer Service Agent
Telkom
Johannesburg, Gauteng
04.2018 - 06.2021
- Maintain and enhance sales relationships with existing and new customers and businesses.
- Develop, implement and report on marketing plans and sales strategies to achieve business objectives.
- Consult with customers after sale to solve problems and provide ongoing support.
- Maintained excellent knowledge of complex technology devices and products to assist customers in making selections to meet business and personal needs.
- Assess needs of customers, recommend and assist in selection of appropriate goods or services.
- Sell telecommunications products and services to individuals and companies alike.
- Achieved top performance for 2 years by strategically adapting to rapidly changing, competitive environment.
Office Supervisor - Contractor
Agri Research Solutions
Strand, Western Cape
04.2017 - 03.2018
- Oversaw activities of office's inventory, including ordering and requisitioning, storing and receiving.
- Communication of corporate objectives across all divisions through regular correspondence and scheduled status updates.
- Improved office operations by automating client correspondence, recording and data communications.
- Created document management system to reduce paper usage and improve accuracy of tracking.
Education
FAIS 30 CREDITS - Short-term Insurance
Insurance Sector Education And Training Authority
Centurion, GP 07.2021 - 07.2021
Bachelor of Philosophy Honours - Marketing And Management
IMM Graduate School of Marketing
Johannesburg, GP 01.2021 - Current
Bachelor of Commerce - Marketing And Management
IMM Graduate School of Marketing
Johannesburg, GP 01.2017 - 12.2020
High School Diploma -
Mondeor High School
Johannesburg, GP 01.2011 - 12.2015
Skills
B2C Sales
Client Service
Persuasive communication
Problem solving strength
Time Management
Processes And Procedures
Database Management
Client needs analysis
Policy renewals
Software
OMS (CMSS)
Microsoft Office Tools
Summit
Certification
Prevention of Fraud and Corruption
Additional Information
- SA ID - 9803040321083
- Driver's License - Code B
References
Company - OUTsurance
Contact Person - Zanele Khosa
Contact Number - 072 328 1030
Company - Telkom
Contact Person - Thandi Nhlapho
Contact Number - 081 760 2429
Company - Agri Research Solutions
Contact Person - Krishna Naicker
Contact Number - 082 826 9073
Timeline
Retentions Advisor
OUTsurance
07.2021 - Current
FAIS 30 CREDITS - Short-term Insurance
Insurance Sector Education And Training Authority
07.2021 - 07.2021
SAIA Code Of Conduct
07-2021
FICA (RSA)
07-2021
FSCA Treating Clients Fairly
07-2021
POPI ACT
06-2021
PCI-DSS
04-2021
Protecting Personal Information
03-2021
Prevention of Fraud and Corruption
02-2021
Bachelor of Philosophy Honours - Marketing And Management
IMM Graduate School of Marketing
01.2021 - Current
Sales and Customer Service Agent
Telkom
04.2018 - 06.2021
Office Supervisor - Contractor
Agri Research Solutions
04.2017 - 03.2018
Bachelor of Commerce - Marketing And Management
IMM Graduate School of Marketing
01.2017 - 12.2020
High School Diploma -
Mondeor High School
01.2011 - 12.2015