Customer Service Insurance

PORTIA HONWANI

Address: ** ******** **** *****, ******* Avenue, WILGEHEUWEL, 1724

Cell: 079-***-****/ 074-***-****

Email: ***********@*****.***

PERSONAL PROFILE

Nationality: South African

Race: Black

Gender: Female

ID no: 790-***-**** 081

ACADEMIC QUALIFICATIONS

Call Centre and Computer: (2009)

Team Solutions Training

Subjects Completed: Communication, Basic and Advanced customer service, Understanding customer behavior, Inbound and Outbound calls management, Computer training.

National Senior Certificate: 2000

Russel Bungeni High School

Subject: Xitsonga, English, Afrikaans, Biology, Geography & Agricultural Science.

OTHER TRAINING

Sales and Marketing (Dionysus Skills Development Initiative (PtY ) Ltd (2014-2015)

WORK EXPERIENCE

Broker New Business Administrator: April 2014- April 2015

Alexander Forbes Insurance

Quoting on new clients

Updating client’s information on system after quoting

Taking calls and messages while service consultants are busy

Printing and scanning of documents

Preparing new business documents for new and old clients

Preparing new business control sheet for broker consultants

Sending new business spreadsheet on daily basis to broker consultants

Service Administrator: April 2015 to March 2016

Alexander Forbes Insurance

Preparing client’s renewals and hand them to the service consultants

Creating cross boarder letters and send them to clients

Requesting new business schedule and send them to clients

Sending No claim bonus letters to client

Requesting unpaid (premium) letters and send to clients

Printing and scanning of documents daily

Requesting client’s previous insurance from the previous insurer

General admin duties

KNOWLEDGE

Selling insurance (Sales and marketing)

Convincing a client on buying a product

Underwriting guidelines before activation of the policy

In-depth knowledge about short term insurance

SKILLS

Languages: fluent in English, Tsonga, Venda, Sotho, Zulu, Xhosa, Tswana and Pedi

Willingness to learn: Involved in various project, always keen to learn new things

Ability to work independently: Dealing with my clients on a daily basis, Alexandra Forbes

Communication and analytical skills: Communicate with clients and staff members on a daily at Alexandra forbs.

Computer Proficiency: Microsoft Pack

Self-Esteem: Interacting with colleagues and clients at Alexandra Forbes

Paying attention to details: Dealing with clients and making sure that their contracts are as per the agreement.

Meeting deadlines: Meeting deadline for projects and getting the required target for each month.

WORK EXPERIENCE:

Administrator at Vukheta Risk Services from 01 April 2016 to date

Preparing dashboard (including all the clients relevant information)

Quoting clients online and telephonically

Checking and preparing commission statements on a spreadsheet

Taking calls

Doing general admin duties

REFERENCES:

Bradley Honwani, Company Executive Officer at Vukheta Holdings: Tel (011-***-****

Cell: 073******* Email: *******@*******.***

Nonhlanhla Chauke : 083-***-**** (Team Leader Alexander Forbes)

Contact this candidate