Thembeka Magubane

• Create quotes that are correct according to client documentation and technical specifications.
• Manage detailed and structured timelines, programs, tasks, and project management systems using Pipedrive, Trello, and Google App Suite.
• Oversee and facilitate production process for all sales transactions, and continue to provide liaison and support during and after sales process.
• Optimized product offerings for key customer based on different product offerings customer feedback.
• Achieve and exceed sales targets consistently by setting clear objectives, monitoring progress, and implementing corrective actions when needed.
• Enhanced client satisfaction levels through attentive account management and consistent follow-up on project status updates.
• Negotiated and closed long-term agreements with new clients in assigned territory.
• Demonstrated products to show potential customers benefits and advantages and encourage purchases.

• Procurement and prospecting for new clients through networking, cold calling, and canvassing
• Conducting comprehensive risk evaluation and financial needs analysis in order to provide short term insurance products and solutions aligned to clients individual needs with the aim to improve clients financial stability.
• Providing after sales support by communicating regularly to ensure clients are aware of all relevant information and timelines
• Update and maintain client documentation to ensure easy and efficient claiming process
• Sold over 1 Million rands in life insurance policies
• Used XPLAN software to calculate client assets, liabilities, insurance coverage and cash flow to create investment strategies.

Processing of medical aid applications, terminations, and transfers to private capacity with medical aid and GAP coverage

• Submission, following up on claims with service providers, and providing feedback
• Capturing client information and initiating new workflows on CRM (MyPractice)
• Compile medical aid quotations for both individual members and members who are joining through employer groups
• Resolve medical aid, vitality, gap cover admin, and claim queries
• Assist in escalating unresolved, difficult queries within medical aid until thematter is resolved
• Developed and maintained electronic record management systems to analyze and process data.
• Evaluated the efficacy of existing healthcare programs using performance metrics, enabling informed decisions about program continuation or modification.
• Assisted clients in obtaining necessary certifications and accreditations by guiding them through application processes and providing expert advice on compliance matters.
• Adhered to health and prescription insurance products, delivery systems, and claims systems.