Financial Services Team Leader
Resume:
2017
2022
2023
Thando Samukeliswa Thwala
** *** *** ****, ********, Johannesburg
067******* ad5or8@r.postjobfree.com
Experience
United call center solutions
Team Leader
My role as a team leader entailed making sure that my team reached daily, weekly and monthly sales targets as per their individual KPI's. I was also tasked with training new and existing consultants to ensure their product knowledge is up to par with company standards
Oaksure Financial Services
Collections agent and Policy Services Consultant
I intially started at Oaksure Financial Services as a collections agent, where my role was primarily contacting clients who had missed their premium payments and assisting them with arranging redebits so their policies do not cancel. I later took on the role of a policy services Consultant my duties included Retention of all cancellations
Amendments to policy details
Upselling and add Ons
Cross selling
Claims
Complaints
Education
Ivy Academy
NQF Level 4
Bachelor Pass
Outsorted
NQF Level 4
Short term insurance 150 FAIS Credits
Milpark
Class Of Business Personal lines
Skills
Information Technology Senior Primarily level 1
Reference
Michael Mugalu - United call center solutions
Floor manager
ad5or8@r.postjobfree.com
Tishen Pillay - Oaksure Financial Services
Team Leader/ Portfolio Manager
ad5or8@r.postjobfree.com
Luke ingle - Oaksure Financial Services
General Manager
ad5or8@r.postjobfree.com
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