Palesa Monareng

• Assisting to resolve all queries within required timeframe and compliance
  requirements
• Policy maintenance
• Assist with amendment queries for quotes on the Santam systems
• New business Acceptance
• Quoting of sales request from brokers
• Dealing with general insurance and quote specific enquiries
• Sectional Title Quotations specialized unit

• Policy Maintenance
• Handling enquiries and manage discrepancies relating to signed policy documents
• Capture and process amendments on policies on the system
• Preparation of Adhoc requests
• Perform quotation reviews with brokers and regions (new business and
  amendments)
• Assist with amendment queries for quotes on the Santam systems
• Dealing with general insurance and quote specific enquiries

• Conducted regular reviews of client portfolios to ensure adequate coverage levels.
• 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.
• Policy Maintenance
  Issuing of New Business
  Amendment of existing policy
  Inbound and Outbound adhoc
  Dealing with general insurance and quote specific enquiries
• Retention reviews
• Renewals

Policy Maintenance

Managing renewals and New Business

Dealing with general insurance and quote specific enquiries

Contact Centre Specialist

Short Term and Life Underwriting Specialized Centre

Delivered tailored solutions to enhance client satisfaction and retention.
Managed complex client inquiries, providing timely resolutions and support.
Collaborated with cross-functional teams to streamline service processes and improve efficiency.
Developed training materials for new hires on client service protocols and best practices.

• Coordinated branch operations to enhance workflow efficiency and improve service delivery.
• Implemented process improvements resulting in streamlined administrative functions and reduced errors.
• Managed scheduling and resource allocation to optimize staff performance and customer satisfaction.
• Mentored junior staff in operational protocols, fostering a knowledgeable team environment.