Tshepo Marobela

• Prepares and processes quotes on the relevant systems and/ or as required

• Provides professional and accurate advice on cover, exclusions, terms and conditions and ensuring clients are advised of any underwriting requirements in terms of the policy

• Negotiates cover and rates with insurers on behalf of clients

• Responsible for generating new business according to set targets

• Ensures that proposals are correctly completed and follows up on outstanding documentation

• Follows up on quotes already produced and not yet accepted by clients

• Ensures that schemes run profitably by adhering strictly to the underwriting criteria.

• Responsible for producing weekly and monthly operating/ sales reports

• Responsible for engaging in business development and/or contributing directly or indirectly to all business development efforts in Aon South Africa.

• Providing excellent standards of selling & customer service to outbound customers by identifying and maximize sales opportunities, and increased customer retention rates.
• Helping to increase customer return rates by providing excellent customer service at all times and work to ensure a positive and hassle-free customer experience.
• Identifying prospects that fit the demographics, using product knowledge to showcase the solutions.
• Negotiating price with client and making sure the customers are satisfied.
• Answering calls and respond to customer requests.
• Resolving customer issues quickly and strive to reach a resolution on the first call or escalate issues appropriately.
• Updating and maintaining prospect database and opportunity funnel on a daily basis, assuring management of prospect database.
• Managing multiple activities simultaneously including interacting with customers while using multiple software applications for research and documentation.
• Following up on customer inquiries that were not immediately resolved.

• Providing excellent standards of selling & customer service to outbound customers by identifying and maximize sales opportunities, and increased customer retention rates.
• Helping to increase customer return rates by providing excellent customer service at all times and work to ensure a positive and hassle-free customer experience.
• Contacting prospects and customers and sells products and services for multiple insurance brands.
• Identifying prospects that fit the demographics, using product knowledge to showcase the solutions.
• Negotiating price with client and making sure the customers are satisfied.
• Answering calls and respond to customer requests.
• Resolving customer issues quickly and strive to reach a resolution on the first call or escalate issues appropriately.
• Updating and maintaining prospect database and opportunity funnel on a daily basis, assuring management of prospect database.
• Managing multiple activities simultaneously including interacting with customers while using multiple software applications for research and documentation.
• Following up on customer inquiries that were not immediately resolved.
• Reason for leaving: There was an opportunity to earn higher commission at current employer.

• Providing excellent standards of selling & customer service to outbound customers by identifying and maximize sales opportunities, and increased customer retention rates.
• Helping to increase customer return rates by providing excellent customer service at all times and work to ensure a positive and hassle-free customer experience.
• Contacting prospects and customers and sells products and services.
• Generating sales and revenue for the organization.
• Marketing research to develop warm leads.
• Identifying prospects that fit the demographics, using product knowledge to showcase the solutions.
• Negotiating price with client and making sure the customers are satisfied.
• Answering calls and respond to customer requests.
• Providing customers with product and service information.
• Resolving customer issues quickly and strive to reach a resolution on the first call or escalate issues appropriately.
• Updating and maintaining prospect database and opportunity funnel on a daily basis, assuring management of prospect database.
• Managing multiple activities simultaneously including interacting with customers while using multiple software applications for research and documentation.
• Following up on customer inquiries that were not immediately resolved.
• Reason for leaving: There were limitations on the campaign & sales opportunities as preference was given to their associates.

• Providing excellent standards of selling & customer service to inbound and outbound customers by understanding and demonstrating customer care and high levels of customer service.
• Understanding the importance of best-selling lines
• Conducting presentations to demonstrate to potential clients the benefits of our products.
• Establishing and maintaining healthy, long-term relationship with clients to generate repeat business and referrals.
• Discovering customers’ needs and offer solutions to them through the company’s services or products.
• Researching sales statistics and establishing sales potential with new businesses in our target area.
• Using promotional methods such as phone calls, emails and social media to reach potential clients and build a long-lasting business relationship with them.
• Determining new ways to make products appealing by observing the environment and current trends.
• Reason for leaving: There were limitations on my abilities and talents. I wanted more exposure to growth and have better opportunity of sales.

• Note: Whilst employed at Outsurance, I also worked for Youi Australia (under Outsurance), from September 2015 to March 2018. In April 2018 to October 2020, I transferred to Outsurance Inbound.
• Personally provide excellent standards of selling & customer service by:
• - Maintaining and providing comprehensive product information to customers.
• - Understanding and demonstrating customer care and high levels of customer service.
• - Understanding the importance of best-selling lines and feature hotpots.
• - Facilitating sales transactions by advising customers on suitable products that best meet their needs and encourage purchases.
• - Explaining product features and benefits to customers.
• Achievement:
• Awarded 6 months’ top-performer incentive award – Sales Advisor.
• Won numerous monthly top performer incentives.
• Also earned one of the highest commissions the company had ever had to pay during that period.
• Reason for leaving: I felt I was too comfortable in the role and wanted to encourage growth in different environment.

• Making sales to graduate professional and maintain high level of service at all times.
• Cold calling and schedule appointments with prospects and managing members risk and investment portfolios.
• Making sales by closing new deals and making recommendations from financial needs analysis.
• Reason for leaving: This was a client facing position and need the change to be office bound.

• Providing client service & problem resolution excellence in order to reduce risk, losses and fraud to the bank and its clients.
• Creating sales opportunities by cross-selling to clients.
• Reason for leaving: I was offer a growth opportunity within the insurance sector.

• Managing a team (Teller; Enquiries and Administration department) to deliver client service and support sales growth.
• Creating capacity, developing strategies in business unit & integrating the activities of the business unit with other business units.

• Carrying out all admin functions for branch, to help reduce risk, prevent fraud, reduce operating costs & deliver consistent service.
• Creating sales opportunities, follow-up on outstanding client sales and provide support to sales staff.

• Creating an excellent client experience by attending to transactional and banking requirements of client and to also create sales opportunity by cross-selling to clients.