L*****e
About Candidate
I have over 8 years of experience in the financial industry including but not limited to sales and servicing. This is a perfect opportunity for me to continue my professional development. I believe mu experience and passion for people would be the ideal fit with the resources offered by your institution. As a team player i have joined and participated in various committees and projects on how to best serve a customer. With this i believe id be a great addition to your team
Location
Education
Certificate in Banking Service Advice
Course work: introduction to Project Management
-wealth management study school 1 and 2
High school diploma. Graduated with an A
Work & Experience
-reviewed and processing of new business applications, claim requests and general policy servicing -maintain relationships and communications between insurers and clients -gauging prominent risks to ascertain appropriate payment amounts -fielding client queries and recommendations
-delivered on financial targets through meaningful conversations with customers and pro actively retained business, while meeting and exceeding the customer's needs and expectations -effectively retained Liberty's business by informing each customer of the valuable benefits they have and ensuring that any documentation requests are dealt with in a timely manner and that all call backs are actioned on the requested date and time
-met and exceeded quality assurance requirements relating to risks and complainer -informed customer of their benefits on respective products and any changes relating to their debit order or payment information -collaborated with the team regarding any suggestions on how to better serve our customers and improve on delivery of our service
-assisted customers by being courteous and providing excellent service with a prompt response to any queries or issues -achieved talk time targets as required in our Performanfe Development Document, through answering a required number of calls daily -supported the team by sharing knowledge and best practices
-auctioned all allocated leads by contacting the customer and selling our long and short term insurance products -managed rejections to ensure submitted sales become loaded sales -ensured all regulatory and ABSA GROUP Compliance requirements are met and reported any non compliance issues
