Armand Botha

Consulting of clients Assessing risk portfolios for clients Quoting and advising clients on new products Handling and processing of applications Assisting with client queries Handling and assisting with claims Product presentations Monitoring of existing client base and policies Building book through own Marketing Maintaining own Book of clients Retention Renewals Advising current and new clients Administration of book Monthly report on new client and new targets

Maintaining the whole book of Pretoria and Limpopo brokers Obtaining new brokers in the PTA and Limpopo regions Target Driven System training for brokers Product training for brokers Administration as required from Manager Handling of Complaints and Problem solving Handling of Claims, Amendments and other queries Commercial and Personal lines business Retention of brokers Weekly and Monthly call reports (broker visit sheet) Broker calling – Broker feedback Creating new ideas for marketing and client services. Creating new products and presentations on new products

Consulting of clients Assessing risk portfolios for clients Quoting and advising clients on new products Handling and processing of applications Assisting with client queries Handling and assisting with claims Product presentations Monitoring of existing client base and policies Building book through own Marketing Maintaining own Book of clients Retention Renewals Advising current and new clients Administration of book Monthly report on new client and new targets

Updating of the Daily Activity Sheets for all Sales/UW staff. Maintenance of own Daily Activity sheet. Assisting UW/Sales staff with work-related queries. Brain Storming for new pitches and ideas/improvements. Maintaining call center service levels and quick response. Dealing with difficult clients/brokers. Weekly report meetings. Set up new monthly targets. Sales drive.

Sales Maintaining excellent customer service Handling and assisting customers Handling of accounts Assisting and resolving client queries General Managing duties of the store Motivating staff Handling staff of day duties Lay out monthly shift program Set up new store targets with Operation manager Set up each staff member a target Bring in new stock and put out on display and on the system Bring in new ideas for market related on store to bring up sales Stock take

Receiving of new vehicles from stock yard Delivering of new vehicles to customers Managing of delivery process Managing of delivery staff Make sure all loose items is in vehicle. Check in all new vehicle on the system. Make sure all incoming vehicles is damage free. Compare out going with in coming check list Monthly report for all incoming and out going vehicles

Receiving of Inventory from delivery vehicles Monitoring of delivery processes Managing of staff Arranging and negotiating of collection and deliveries. Handling all documents for pickup and delivery with clients. Make sure all valuable items is not damage on delivery. Make sure all items is protected by necessary equipment. All stuff members to give excellent client service. All documents to be signed by client. All documents to be filed at head office. Make sure all trucks got enough moving material on. Make sure all stuff members got there safety gear on. Truck to be clean before and after each day.

Done