Business Consultant Contact Details
Resume:
CURRICULUM VITAE OF
SHANTELLE
SHERLEY GOUWS
WORK EXPERIENCE (4 MOST RECENT POSITIONS HELD)
Employer 1: Discovery
Division: Independent Contractor (IC)
Period: 01/08/2020 – current
Position: Professional Assistant
Current Package: R24 000
Reason for leaving: Looking for more growth and exposure. Summary of duties and responsibilities
Doing new business quotes for advisors (Discovery Life, health, invest and insure).
Preparing new business compliance (all product lines of Discovery).
Preparing Replacement advice records (RAR/RPAR)
comparing current portfolio info to Discovery in detail.
Requesting astute reports for clients.
Requesting policy information on behalf of clients from the various insurers i.e. Old Mutual, Sanlam, Momentum etc.
Liaising with Discovery new business and/or servicing to get underwriting requirements and having nurse or Doctor Appointments arranged.
Building long lasting business relationships with both new clients and existing clients.
Follow up on section 14 transfer requests with the various providers i.e. Alexander Forbes, Sanlam etc.
Arranging ongoing wellness days for client base – Vitality wellness days, preparing the brochure and follow up pamphlets and presentations.
Sending annual updated policy schedules, fund statements and tax certificates to clients following policy anniversaries or servicing changes (All product lines).
Submitting and following up on all servicing changes i.e. fund switches, servicing quotes, update of personal information, withdrawal requests – all service providers.
Being the entry point for clients to Discovery, by submitting their claims and following up on it (Discovery health, Life and Insure)
Assisting with confirming appointments with clients (as and when needed).
Ensuring paperwork that is needed for meetings are ready i.e. beneficiary changes, broker appointments etc.
Creating leads/opportunities on sales force.
Completing and releasing documents on signiflow for client signature.
Updating and maintaining a well-organized filing system with client files.
Looking for potential new business opportunities on existing client base i.e. upgrades, upsell opportunity etc. PROFILE
I am a hardworking and loyal
employee and I take pride in the work.
that I do. I always strive to go the extra
mile to make clients and co - workers
feel valued.
I have excellent communication and
report writing skills, I also have
background knowledge in the insurance
industry and have been in an
administrative role since 2007.
PERSONAL DETAILS
DATE OF BIR T H :
2 February 1989
LANGUAGES:
Afrikaans & English (Excellent)
CONTACT DETAILS:
***********@*****.***
ADDRESS:
15 Lebombo Street
Claremont
Randburg
2092
SKILLS
Strong administration
Communication
Leadership
Decision making
Trustworthy
COMPUTER LITERACY
Word, Excel, Powerpoint, Outlook, smart
advice, paradigm, Old Mutual secure
services, Smart compliance Discovery
world, Old Mutual front office, SigniFlow
SalesForce.
Employer 2: Discovery
Division: Discovery Financial Consultants (DFC)
Period: 01/04/2012 – 31/03/2020
Position: Professional Assistant
Current Package: R22 000
Reason for leaving: Retrenched (Available immediately) Summary of duties and responsibilities
Doing new business quotes for advisors (Discovery Life, health, invest and insure).
Preparing new business compliance (all product lines of Discovery).
Preparing Replacement advice records (RAR/RPAR) comparing current portfolio info to Discovery in detail.
Requesting astute reports for clients.
Requesting policy information on behalf of clients from the various insurers i.e. Old Mutual, Sanlam, Momentum etc.
Liaising with Discovery new business and/or servicing to get underwriting requirements and having nurse or Doctor Appointments arranged.
Building long lasting business relationships with both new clients and existing clients.
Follow up on section 14 transfer requests with the various providers i.e. Alexander Forbes, Sanlam etc.
Arranging ongoing wellness days for client base – Vitality wellness days, preparing the brochure and follow up pamphlets and presentations.
Sending annual updated policy schedules, fund statements and tax certificates to clients following policy anniversaries or servicing changes (All product lines).
Submitting and following up on all servicing changes i.e. fund switches, servicing quotes, update of personal information, withdrawal requests – all service providers.
Being the entry point for clients to Discovery, by submitting their claims and following up on it
(Discovery health, Life and Insure)
Assisting with confirming appointments with clients (as and when needed).
Ensuring paperwork that is needed for meetings are ready i.e. beneficiary changes, broker appointments etc.
Assisting advisor with his commission queries with Discovery Commissions.
Updating and maintaining a well-organized filing system with client files.
Looking for potential new business opportunities on existing client base i.e. upgrades, upsell opportunity etc.
Employer 3: Old Mutual
Division: Broker franchise
Period: 01/05/2016 – 31/08/2019
Position: Administrator
Package: R8 000
Reason for leaving: This position was only Part-time/After hours work Summary of duties and responsibilities
I was offered the opportunity to work for Old Mutual Franchise during my after hours, with the permission of my Discovery financial advisor assisting them with general admin duties as detailed below in the list of duties and responsibilities. My trustworthy and client confidentiality (Leadership) skills played a big role in this position as it required me not to divulge any information to either of the other parties’ i.e. Discovery and Old Mutual.
Assisting a panel of broker consultants with admin.
Responding to emails that the BC’s could not get too during the day to ensure broker relationship is maintained.
Submitting new business applications to the relevant department within Old Mutual.
Attaching new business requirements such as “missing pages” or clearer copies of pages to the system to ensure the new business process is not delayed.
Liaising with BSC (Broker service centre) to ensure status of cases are updated as and when new business requirements are attached to the system.
Following up on pending section 14 transfers (in) from the various providers such as Sanlam, momentum etc.
Assisting consultants with outstanding new business quotes for advisors (quotes that were not done during the day).
Dealing with nurse appointments for new Old Mutual clients and updating broker business reports daily and sending the reports to both broker and Business consultant (broker consultant).
Following up on all other outstanding queries that are not resolved yet i.e. bank detail updates, change of correspondence address, update of beneficiaries etc.
Following up on outstanding new business to ensure the SLA is met with requirements etc.
Following up with BC’s brokers on all quotes done within the week to potentially get new business submitted.
Employer 4: Discovery
Division: Discovery Consulting Services (DCS Sandton) Period: 01/06/2011 – 31/03/2012
Position: Associate Business Consultant (Administrator) Package: R15 000
Reason for leaving: Looking for more growth and exposure. Summary of duties and responsibilities
Working with brokers and broker assistants to have they new business issued in record time.
Doing daily follow ups on all current business in the pipeline, escalating requests to the correct people/department to get the business on the books as soon as possible.
Giving daily reports to the brokers on their progress/ status of their business both new business and servicing changes.
Logging of servicing requests to change premiums or benefits on existing policies.
Dealing with queries such as: anniversary queries, commission queries, Discovery credit card queries, suspended membership queries with Discovery Health etc.
Assisting with the servicing quotations and new business quotations.
Giving technical information about Discovery products to brokers that will help them sell more Discovery products.
Dealing with underwriting on new business cases to ensure that new business requirements are completed ASAP to get the business issued.
Logging of inquiries and following up constantly until resolved.
Capturing of new business life and invest cases. EMPLOYMENT REFERENCES
Contact Person Employer Contact detail
Morne Gouws HR at Discovery Independent
Contractor
Nico Kaber Discovery Financial Consultants 073-***-**** Thelma Nolte Discovery Consulting Services 083-***-****
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