Mark

W O R K E X P E R I E N C E

• Manage business operations
• Manage telesales team
• Managing freelancing projects on Upwork
• Manage registrations with CIPC, SARS, and COCT as a service vendor
• Bookkeeping to trial balance.
• Social media advertising for the business and clients
• Sourcing new clients & servicing current portfolio
• Manage HR and payments

COMMERCIAL & PERSONAL LINES INSURANCE BROKER

Stay-sure Brokers | November 2012 - August 2013

DIRECT SALES EXECUTIVE (DSE)

Outsurance | May 2011 - October 2012

• Prospecting for clients
• Exceed set monthly targets
• Training on all liberty financial instruments, maintain a pass rate of 90%
• Understanding the competitor market
• Keep up to date with developments on JSE, and financial markets,
• Effective client servicing, and client retention.
• Sale of 4G- LTE Telcom internet solutions
• Outdoor marketing, cold calling, prospecting, Product training.
• Door-to-door home and business visits showcasing the technology to prospects
• Manage new business accounts
• Oversee the activity of 5 teammates
• Advisory and sale of business insurance policies up to R500 million
• Prospecting, cold calling, site visits.
• Liaising with insurers and re-insurers- to attain the best deal for prospect's insurable interests
• Consistent training: various insurers - need to fully understand each product and service
• Match needs to an insurer that best offers that particular service.
• Keep detailed records of client interactions
• Act as the first point of contact in case of emergency
• Prospecting new business door to door, networking, cold calling, outdoor business events
• Effective communication with prospects, stakeholders, business owners, and internal call center staff
• Managing adverse campaigns for specific perils Outsurance wants as clients
• Conduct a full risk assessment for each prospect
• Building client relationships and account management of each new client.