J O N A T H A N
R A U B E N H E I M E R
• i nsurance broker consultant •
A B O U T M E
As a professional insurance consultant,
I have been working in the insurance
industry for over 8 years and my extensive
exposure to different working environments
coupled with an outgoing personality
allowed me a great deal of independence,
requiring initiative, immense growth,
self-motivation and giving me a wide range of
skills and the ability to interact
with customers on a daily basis is fulfilling.
Successful insurance agents need
to communicate effectively on both sides of
the table, and I have a track
record of doing just that. I regularly exceed
sales quotas and take extra care
to clear up any questions both for the
insuring and purchasing parties.
E D U C A T I O N
1995 • David Livingstone Secondary
1997 - 1998 • Eastern Cape Training College
Financial Clerk Diploma
2004 • Teleresources
Call Centre Course Certificate
2009 • Nouveau Consulting
FAIS – SAQA Short term insurance
NQF Level 4: 150 Credits
2011 • FSB (FPi Examination body) RE1
FSB Regulatory Examination Certificate
(076-***-**** • (068-***-**** • ********.************@*****.*** E X P E R I E N C E
2008 - 2009 MiWay Insurance
Sales consultant
Short-term Sales department :
Selling short-term insurance (Inbound–Outbound consultant) Converting leads into sales from incoming calls via advertising media and clients. Cold calling from database provided and converting of leads into sales. 2009 - 2012 Outsurance Insurance
Sales consultant
Short-term Sales department.
Selling short-term insurance (motor and non-motor), (Inbound-Outbound Consultant).
Converting leads into sales from incoming advertising media. Working and obtaining referrals for prospecting clients from incoming calls. E X P E R I E N C E
2013 - 2015 Bidvest Insurance Brokers
Broker Service consultant
Assist Brokers and Car dealerships with quotations and policies. Activation of quotes and policies.
Support provided to Insurers such as Auto & General and Santam. Problem solving by working closely with different inter - departments such as claims, claims queries and client services.
Underwriting of clients' portfolios.
Adhering to TAT, SLA and work schedules.
2016 - 2017 Santam
Broker Service consultant
Assist Brokers with quotations and policies.
Activation of quotes and policies.
Client services.
Underwriting of clients' portfolios.
Adhering to TAT, SLA and work schedules.
2018 - 2019 AON South Africa
Broker Service consultant
Assist Brokers and Car dealerships with quotations and policies. Activation of quotes and policies.
Support provided to Insurers such as Auto & General, Discovery Insure and M & F. Underwriting of clients' portfolios.
Adhering to TAT, SLA and work schedules.
R E F E R E N C E S
Bidvest Insurance
Lyle Cass
Sales Manager
Outsurance
Ziggy Mtombela
Sales Team Manager
MiWay Insurance
Riyaaz Cassim
Sales Manager
(076-***-**** • (068-***-**** • ********.************@*****.***