Personal Information:

Full Names:

Rumi-Deen Kriel

Date of Birth:

**/**/****

Marital Status:

Single

Languages:

Afrikaans

English

Drivers Licence:

Yes

Contact Information:

Contact Number:

+27-79-245-****

Email Address:

rumza83@gmailcom

Residential Area:

Kenilworth, Cape Town, Southern Suburbs 7708

Professional Summary:

I am a reliable, consistent and competent sales marketer with 15-years of proven experience that has worked in various roles in the Long- and Short-Term insurance industry as well as Financial Services (Banking).

I have experience working in Large Corporate companies (Old Mutual, Sanlam, Outsurance, Telesure, Absa) and SMME

Brokerages (Boomerang, MFA, Direct Axis) in both Direct Business Development (face to face) and via Telemarketing (Call CentreSpaces).

My education includes a BCom Degree, RE1 Exam, RE5 Exam and a Banking Certificate of Advice,Wealth Management 1 and 2, and I have won numerous Sales and Team Player Awards. I am fully FAIS accredited.

Employment History:

Short Term Insurance Broker (Personal Lines)

@ Boomerang Financial Services LTD

February 2021 – April 2021

Respinsibilities & Duties:

Building and maintaining business relationships with clients

Scheduling and attending meetings

Discussing and assessing clients' current and future insurance needs

Researching insurance policies and products

Negotiating policy terms and costs with insurance providers

Arranging insurance cover for clients with the insurance provider

Collecting insurance premiums

Keeping detailed computer records

Preparing reports for insurance underwriters

Basic underwriting

Generating Leads

Advising clients on making claims on their policies

Renewing or amending existing policies for clients

Undertaking general administrative duties

Marketing services for Auto & General Budget Dial Direct and First for Women ABSA Santam and Discovery motor household contents and home insurance to prospective clients

Education:

Higher Certificate Insurance

@ UNISA

NQF 5 – SAGA ID: 93999

Current

Income Tax Returns

@ ICB College

2018

Regulatory Exam 1 (RE1)

@ Moonstone Institute

Key Individual &Sole Proprietor

2017

Regulatory Exam 5 (RE5)

@ Sanlam Distribution Academy (FPi)

Representatives

2012

Wealth Management 1& 2

@ Sanlam Distribution Academy

2012

Bachelor of Commerce Economics @ UNISA

NQF Level 7 – 360 Credits

2010 - 2014

National Banking Certificate of Advice

@ Milpark Business School

2007

Short Term Insurance Broker (Commercial) @ Telesure Investment Holdings (TIH)

March 2020 –February 2021

Responsibilities & Duties:

Building and maintaining business relationships with clients

Scheduling and attending meetings

Discussing and assessing clients' current and future insurance needs

Compliance

Basic Underwriting

Researching insurance policies and products

Negotiating policy terms and costs with insurance providers

Arranging insurance cover for clients with the insurance provider

Collecting insurance premiums

Keeping detailed computer records

Preparing reports for insurance underwriters

Basic underwriting

Generating Leads

Renewing or amending existing policies for clients

Undertaking general administrative duties

Marketing services for Auto & General Budget Dial Direct and First for Women Commercial Insurance products to SMME businesses

Call Center Manager (Long Term Insurance) and Business Development @ Mutual Finance Analysts

August 2014 – August 2019

Responsibilities & Duties:

Contact Centre Management of +- 30 agents and 2 Team leaders

Worked in Cape Town Port Elizabeth, and East London branches

Hire onboard and train call centre personnel

Coach call centre staff through challenging customer service issues

Analyze call centre data and prepare reports for upper management

Evaluate staff effectiveness and performance annually or on an at-need basis

Lead team meetings and give presentations to executives

Develop monthly quarterly and annual call centre goals and action plans

Prepare work schedules to ensure sufficient coverage

Create personnel and supply budgets for approval

Business Development launch of Go Green severe illness benefit employee benefits product to SMME businesses

Essential Skills & Competencies:

Quality orientated

Target driven

Enthusiastic and passionate

Adaptable

Integrity

Interpersonal and Communication skills

Selling and negotiation skills

Customer service oriented

Negotiation

Motivation

Coaching

Relationship Building

Ability to work under pressure

Organized

Recruiting and Hiring

Delegation

Analytics

Strategic planning Ability

Delegation

Management Skills

Teamwork

Fast Learner

Short Term Insurance Broker (Commercial lines)

@ OUTsurance

August 2013 – July 2014

Responsibilities & Duties:

Commercial Insurance marketing and sales

Business Development of Outsurance Commercial Insurance products to business owners and SMMEs

Account Management

Underwriting

Needs Analysis

Canvassing

Prospecting cold calling & lead generation

Meeting and exceeding targets

KPIS

Quality Assurance

Compliance

Invent effective marketing strategies to sell insurance plans to new clients or up-sell to current clients

Use methods such as networking, cold calling etc. to spot opportunities and cultivate trust with potential customers

Follow the market trends and continuously refurbish knowledge on products and services

Fulfil all policy requirements

Short Term Insurance Broker (Personal lines)

@ DirectAxis

January 2013 – August 2013

Responsibilities & Duties:

Marketing and selling of Auto & General, Dial Direct, Budget Insurance, Regent and Momentum short term insurance products (motor, household contents and home) to prospective clients.

KPI

Basic Underwriting.

Aggressive selling of short-term products

Quotations for clients

Follow up on leads

Building a client base

Advising clients on their short-term insurance needs

Handling of incoming and outgoing calls

Renewals of policies

Develop relationships with clients, product providers, colleagues etc.

On-site meetings with clients

Dealing with service providers

Implement company strategy

Attending job-specific training

Insurance Advisor @ Sanlam Direct

October 2011 – December 2012

Responsibilities & Duties:

Financial Needs Analysis

Marketing and selling of Sanlam Direct Long Term Insurance products favoured towards Retirement savings products

Quality Assurance

Training

Continuous Professional Development

Meeting with clients

Offering specialized financial guidance and advice

Completing financial needs analyses

Creating and explaining customized plans

Utilizing knowledge of tax investment strategies

Assessing clients' financial portfolios

Analyzing clients' risk

Encouraging clients to invest in the future

Branch Manager @ Real People Finance

November 2007 – September 2011

Responsibilities & Duties:

Managing 2 Retail branches in Western Cape (Mowbray and Woodstock) consisting of 10 internal and 20 external consultants

Ensure branch targets of insurance funeral and loan products and cellphone sales are met

Sales and customer service management

Petty Cash Flow management

Sales marketing

KPIs

Basic HR functions

Daily, weekly and monthly sales reports and feedback to Regional Manager

Plan and coordinate the branch marketing activities.

Ensure collection of underwritten premiums is in line with laid down company guidelines

Provide efficient and effective underwriting processes to the company clientele

Coordinate timely preparation of periodical production reports.

Ensure settlement of valid claims within the recommended time frame

Ensure effective implementation of the debt management system to maximize cash flow levels

Maintain and foster a sound working relationship with all intermediaries

Ensure budget control measures to achieve the intended company growth

Provide logistic and technical support to the sales team.

Monitor claims patterns of each portfolio and recommends. mechanisms to management for risk improvement to contribute to company profitability

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