Romayne Garrana
Johannesburg
Summary
A versatile and results-driven professional with over a decade of experience in the insurance and hospitality industries. I have held a range of roles, including Insurance Account & Underwriting Coordinator, Insurance Client Relations Manager, Insurance Sales Coordinator, and various management positions in the hospitality sector. My expertise spans account management, sales coordination, client relations, underwriting, and team leadership, where I’ve consistently delivered outstanding service and contributed to business growth. With a strong track record of managing complex tasks and fostering positive relationships, I bring a unique blend of skills from both the insurance and hospitality fields, adaptable to new challenges and opportunities.
Overview
12
12
years of professional experience
Work History
Insurance Account & Underwriting Coordinator
Pogir Group
04.2024 - Current
- Managed client accounts by overseeing billing, underwriting, renewals, and claims processing to ensure seamless service delivery.
- Acted as a key point of contact for clients, handling queries efficiently and providing accurate information on policies, claims, and benefits.
- Ensured timely and accurate processing of renewals, benefit statements, and premium allocations.
- Built strong client relationships by proactively addressing needs, resolving issues, and identifying opportunities for upselling and cross-selling additional services.
- Conducted account reconciliations, ensuring billing accuracy and financial consistency.
- Coordinated with internal teams and external providers to streamline processes and improve client satisfaction.
- Attended management committee (MANCO) meetings to provide insights on client accounts and contribute to strategic discussions.
- Prepared and distributed pre-renewals, reports, and key documentation to support account management and retention efforts.
- Proactively engaged with customers through calls and meetings, strengthening relationships and driving business growth.
CLIENT RELATIONS MANAGER - SALES COORDINATOR
INSURANCE ZONE
07.2018 - Current
- As a Client Relations Manager and Sales Coordinator, I was responsible for coordinating the sales team by managing schedules, filing important documents and communicating relevant information
- My duties included:
- Assigning territories and quotas to company sales staff
- Coordinating training and scheduling for sales staff
- Maintaining supplies of sales presentation materials, including slides and brochures
- Analyzing customer profile data to optimize sales efforts and better identify potential customers
- Tracking the quotas and goals of each member of the sales team
- Working with staff members from other departments such as marketing, research/design and financing to optimize sales
P.A - INTERNAL SALES
BENCHMARK
04.2017 - 06.2018
- As a PA and Sales Internal representative, I was responsible for completing clerical tasks for senior-level staff members and Identify prospective customers, lead generation and conversion
- My duties included:
- Act as the point of contact between the manager and internal/external clients
- Screen and direct phone calls and distribute correspondence
- Handle sales and admin requests and queries appropriately
- Manage diary and schedule meetings and appointments
- Take dictation and minutes
- Contact new and existing customers to discuss needs
- Emphasize the features of products to highlight how they solve customer problems
- Negotiate prices and terms and prepare sales agreements
MANAGER
STAY-A-WHILE GUEST HOUSE
09.2014 - 03.2017
- As a Guesthouse Manager, I was responsible for ensuring all guest house business operations, including customer service, are up to the standard of the owner's specifications
- My duties included:
- Ensuring and providing flawless, upscale, professional and high class guest service experiences
- Analyzing customer feedback and providing strategic direction to continuously improve overall rating
- Responding to guests needs and anticipating their unstated ones
- Monitoring inventory, office stock and ordering food and supplies when necessary
- Coordinate and manage communication between guests and staff and follow up to ensure we resolve customer concerns
ASSISTANT MANAGER
MERIDIAN HOSPITALITY
07.2013 - 09.2014
- As an Assistant Manager, I was responsible for overseeing the guest house: Reception, House Keeping, Kitchen and Laundry
- My duties included:
- Meeting and greeting visitors/ guests to the guest house
- Supervising and allocating work for juniors
- Handling all calls correspondence and filing
- Stock control and ordering for Food and Beverages
Education
HIGH SCHOOL DIPLOMA -
SPRINGFIELD'S COACHING CENTRE
01.2010
N C V L 4 - Hospitality
CENTRAL JOHANNESBURG COLLEGE, PARKTOWN CAMPUS
01.2010
Skills
- Communication Skills
- Ability to work under pressure
- Strong organizational skills
- Strong administrative skills
- Strong analytical skills
- Problem Solving
- Analytical Skills
- Time Management
- Relationship Building
- Positivity and perseverance
- Detailed Oriented
- Goal setting and forecasting
- Client Relationship Management
- Customer Success & Retention
- Lead Generation & Conversion
- Underwriting & Risk Assessment
- Insurance & Underwriting Principles
Timeline
Insurance Account & Underwriting Coordinator
Pogir Group
04.2024 - Current
CLIENT RELATIONS MANAGER - SALES COORDINATOR
INSURANCE ZONE
07.2018 - Current
P.A - INTERNAL SALES
BENCHMARK
04.2017 - 06.2018
MANAGER
STAY-A-WHILE GUEST HOUSE
09.2014 - 03.2017
ASSISTANT MANAGER
MERIDIAN HOSPITALITY
07.2013 - 09.2014
N C V L 4 - Hospitality
CENTRAL JOHANNESBURG COLLEGE, PARKTOWN CAMPUS
HIGH SCHOOL DIPLOMA -
SPRINGFIELD'S COACHING CENTRE
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