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Motsoeneng P. — Mid-Level Insurance Consultant from South Africa

Motsoeneng P.

Mid-Level Insurance Consultant

South Africa 2-3 years
Open to offersNew to Platform
Languages
English
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About

Portia M. boasts a robust financial services career, underpinned by a National Diploma in Banking from the University of Johannesburg, completed in 2009. Her proficiency in the insurance sector is demonstrated through roles such as an Insurance Consultant at Santam, where she expertly managed client communications, policy inquiries, and resolution of insurance queries. Previously, as a Commercial Sales Broker with First Risk and Advisory Services, she honed her skills in pipeline management, compliance adherence, and customer relationship building. Notably adept in Ms Word, Ms Excel, and the Internet, Portia has also contributed to PPS Insurance and OUTsurance, enhancing her expertise in sales and policy management. Her career commenced at Standard Bank, where she provided technical support and facilitated business risk management. These roles illustrate her dedication to delivering exceptional service aligned with industry standards and regulatory requirements.

Experience

  • Insurance Consultant

    Santam (Insphired Recruitment Solutions) · 2026 — 2026
    Provided support via telephone and email to intermediaries and authorized representatives, addressing general insurance and policy-specific inquiries. Handled issuance of new policies, policy maintenance, and renewals, particularly for agriculture. Worked on resolving insurance queries efficiently and followed up with clients regarding policy cancellations. Adjusted premiums based on new asset values and managed client expectations regarding turnaround times. Adhered to underwriting criteria while assisting with product profiling for clients.

  • Commercial Sales Broker

    First Risk and Advisory Services (Pty) Ltd · 2022 — 2024
    Focused on achieving monthly GAB targets and attended to leads promptly, providing feedback within service level agreements. Managed a pipeline for outstanding information and followed up on all quotes presented to clients. Ensured compliance with branch monitoring recommendations, maintaining high-quality outputs while minimizing business risks. Fostered strong client relationships and kept updated on new products and industry developments.

  • Commercial Sales Consultant

    PPS Insurance Company · 2020 — 2022
    Engaged in selling commercial short-term insurance products via telephone within an inbound model. Addressed inquiries on new quotes and adhered strictly to underwriting criteria. Aimed to convert inbound calls into sales while achieving set sales targets. Ensured quality compliance processes were followed and maintained operational efficiencies.

  • Face to Face Commercial Agent

    OUTsurance · 2019 — 2020
    Responsible for prospecting new business in both business insurance and personal lines through cold calling and canvassing. Conducted client visits, provided quotes, and successfully closed new business deals. Focused on retaining and renewing client policies, handling escalated queries, and maintaining service level agreements.

  • Sales Broker (Commercial Insurance)

    First National Bank · 2017 — 2019
    Obtained new quotes and engaged in the sales of business insurance while adhering to KYC rules. Focused on retention and renewals while meeting targets. Communicated effectively with clients on all insurance queries and processed lead referrals while providing detailed sales reports.

  • Junior Technical Broker

    Standard Bank · 2016 — 2017
    Supported the team in acquiring new business and managing risk. Handled retention and renewal of corporate and commercial accounts and accompanied Account Executives on client visits when required. Conducted physical file audits and ensured timely communication with Credit Control regarding premium collection.

  • Internal Broker/Advisory Administrator

    Standard Bank Insurance Brokers · 2011 — 2016
    Liaised with clients regarding insurer requirements and provided invoices and policy documents. Assisted clients with amendments and endorsements, managed policy cancellations, and ensured adequate insurance for commercial bonded properties. Handled general administration tasks.

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