Verona N.
Mid-Level Short Term Insurance Portfolio Service Consultant
Open to offersNew to PlatformAbout
Verona N. has extensive experience in the insurance industry, holding key positions across multiple companies. Currently, as a Short Term Insurance Portfolio Service Consultant at Alexander Forbes/Momentum Insurance, she manages an existing client base of over 500, focusing on client portfolio management, organic growth, and retention management. Her role involves rigorous renewal increase management, upselling strategies, and maintaining a high standard of communication service levels. Previously, she was a Business Development Consultant in short term insurance, where she excelled in acquiring leads and building client relationships. Verona began her career as a Quality Assessor at Shackleton Life, ensuring compliance and quality standards. Her solid educational background, including an NQF5 Higher Certificate in Wealth Management, complements her professional achievements.
Experience
Short Term Insurance Business Development Consultant
Alexander Forbes Insurance/Momentum Insurance · 2018 — 2022Generated new business by processing quote requests and performing client needs analyses. Addressed general client inquiries, conducted vehicle inspections, and established and maintained client relationships while obtaining leads and referrals.Short Term Insurance Portfolio Service Consultant
Alexander Forbes Insurance/Momentum Insurance · 2022 — PresentManaged client portfolios with organic growth strategies for an existing client base while generating referral leads. Handled renewals and maintained high customer service levels, ensuring prompt responses to client calls and emails. Conducted upselling on existing policies and supported clients in using the Momentum App for safety returns.Short Term Insurance Broker
GJM Ultra Brokers · 2018 — 2018Engaged in new business activities through telemarketing quote requests, obtained quotes from insurers, and prepared necessary new business documentation. Managed renewal schedules and handled cancellations while addressing client queries.Personal Lines Underwriter
Clientsure · 2016 — 2017Handled new business through telemarketing quote requests, secured quotes from various insurers, and prepared new business documents. Managed renewals by retrieving renewal schedules and preparing corresponding documents while discussing renewals with clients. Processed endorsements, cancellations, and addressed general client inquiries as well as training of staff within the department.Membership Administrator
IoDSA · 2017 — 2017Processed new membership applications and renewals, managed affinity partnerships, and provided general administration services. Compiled weekly and monthly statistics reports and participated in company functions while handling reception duties as needed.Quality Assessor
Shackleton Life · 2013 — 2016Provided administrative support to the Managing Director and General Manager on company and personal matters. Managed office supply orders and payment procedures. Organized meetings, implemented Product and Quality Assessments per Masifunde Standards, and ensured compliance of representatives with the FAIS general code of conduct. Monitored sales calls for trends, reported on business practices, and communicated feedback to staff. Handled staffing matters, distributed leads, and managed filing and office grocery lists.Indexing Clerk
Santam Insurance · 2011 — 2013Title and indexed documents received via the designated email. Assisted with queries in the absence of the Manager and attended to telephone calls. Processed invalid claims based on insufficient information and registered and summarized claims on Percetel.Salvage Clerk
Santam Insurance · 2010 — 2010Managed incoming mailboxes from branches and requested settlement letters and registration documents from banks. Prepared documents for dealer stock, updated notes on Percetel, and addressed queries from brokers, clients, and banks. Received dealer stock documents from the license office and prepared documents for invoicing.
Skills & Expertise
Education
- NQF5 – Higher Certificate in Wealth ManagementMoonstone · — — 2020
- RE5(Representatives)Moonstone · — — 2018
- NQF4 – Long Term InsuranceMasifunde · — — 2014
- SPP Personal Lines – Short Term InsurancePSG Konsult · — — 2012
- MatricBelverton Secondary High School · — — 2009
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