Skills
Client Service; Microsoft PowerPoint; Computer Literacy; Microsoft Office; Client Relationship Building; Microsoft Excel; Lead Generation; Life Insurance; Sales; Insurance; Microsoft Word; Communication; Customer Inquiries; Customer Retentions; Microsoft Outlook
About
Dates of Service: 15 July 2024 – to date
Duties:
➢ Managing client relationships
➢ Handling cancellations
➢ Retentions
➢ Managing a book of clients worth R600 000 –
R799 999
➢ Amending policy schedules
➢ Lead generation
➢ Admin
Systems:
➢ Freshdesk
Dates of Service: 1st March 2023 – 29 February 2024
Duties:
➢ Dispatching of Policy documents
➢ Cancellation letters
➢ Renewals
➢ Mid-term adjustments Servicing
➢ Liaising with Client and Insurer
➢ Retention of clients
Curriculum Vitae
Dates of Service: 16th May 2022 – Contract ended
Duties:
➢ Sales
➢ Cash Up
➢ Transfers
➢ Stock take
➢ Price change
➢ Product testing
➢ Refunds
➢ Repair form documentation
➢ Daily staff register
➢ Trade ins
➢ Admin
➢ Incoming/Outgoing calls
➢ Addressing customer inquiries, solving
problems, and providing new product
information.
➢ Describe product to customers and accurately
explain details and care of merchandise.
Profile Photo
