Patience Matsimela
Insurance Consultant
Tembisa
Summary
A dynamic, results driven professional with a long-standing record of providing an excellent service. A skilled communicator and listener with a knack for remedying conflict, and keen organizational skills which allow for effective delivery of outstanding service. Recognized for always maintaining the highest level of integrity and dedication to providing a reliable and friendly service without compromising the reputation or competency of the organization. Can equally work alone or as part of a team. With superb communication skills and can easily engage in conversation with anyone, building rapport and asking questions in order to get a better understanding of their needs. With a proven ability to solve problems quickly and efficiently, and create high-quality professional relationships with stakeholders.
Overview
7
7
years of professional experience
Work History
Insurance Consultant
Santam
08.2023 - Current
- Providing telephonic/ email support to the intermediary on record, authorised representatives from the brokerage, and broker services;
- Dealing with general insurance and policy specific enquiries;
- Dealing with issuance of new policies/ policy maintenance/ renewal / agri aspects of policies;
- 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;
- Assisting in implementing solutions for improvement
Retentions Consultant
Affinity Underwriting Manager
03.2017 - 07.2023
- Ensuring that customers understand their bills
- Answering customer questions regarding recent product and service purchases
- Making outbound customer retention calls
- Working simultaneously with multiple computer applications and databases
- Ensuring that customers are happy with their communications purchases
- Attracting potential customers by answering product and service questions and suggesting information about other products and services
- Opening customer accounts by recording account information
- Maintaining customer records by updating account information
- Resolving product or service problems by clarifying the customer's complaint; determining the cause of the problem selecting and explaining the best solution to solve the problem
- Expediting correction or adjustment and following up on complaints to ensure resolution
- Maintaining financial accounts by processing customer adjustments
- Recommending potential products or services to management by collecting customer information and analyzing customer needs
- Preparing product or service reports by collecting and analyzing customer information
- Contributing to team effort by accomplishing related results as needed
- Undertaking daily administrative tasks to ensure the functionality and coordination of the company's activities
- Creating and maintaining an effective filing system.
Education
Bachelor of Marketing and Business Management -
Damelin College
Regulatory Examination 5 (RE5) Certification -
Moonstone
2019
Grade 12, National Senior Certificate - undefined
Northern Academy Secondary School
Skills
Team player
Problem solving
Decision making
Interpersonal skills
Communication skills
Time Management skills
Project Management Skills
Consultative Selling skills
Research & Negotiation Skills
Reporting and Presentation Skills
Customer Relations Management
Stakeholder Engagement skills
Personal Information
- Criminal Record: None
- Date of Birth: 12/15/94
- Gender: Female
- Nationality: South African
- Driving License: Code 10
- Marital Status: Single
Languages
English, Sepedi, IsiZulu & Setswana
References
- Akanyang Motake, Supervisor, Affinity Underwriting Manager, 073 042 7246, Akanyangm@affityum.co.za
- Aphiwe Ziwele, Manager, Santam, 071 109 8917, Aphiwe.ziwele@santam.co.za
Timeline
Insurance Consultant
Santam
08.2023 - Current
Retentions Consultant
Affinity Underwriting Manager
03.2017 - 07.2023
Bachelor of Marketing and Business Management -
Damelin College
Regulatory Examination 5 (RE5) Certification -
Moonstone
Grade 12, National Senior Certificate - undefined
Northern Academy Secondary School