Bokamoso Maji

Results-driven Financial Advisor and Retention Specialist with over 7 years of experience in insurance, client retention, outbound sales, and customer service. Skilled in reducing customer churn, improving client satisfaction, handling objections, and achieving performance targets in high-pressure environments. Experienced in building strong client relationships while maintaining compliance standards within the financial services industry.

Retention Outbound Consultant - 1Life Insurance

(2025-11)

• Proactively contact customers to understand concerns and prevent policy cancellations.
• Provide tailored retention solutions aligned with customer needs and affordability.
• Handle objections and negotiate suitable outcomes to improve customer retention.
• Educate clients on policy benefits, cover options, and available solutions.
• Maintain accurate customer records and update CRM systems after engagements.
• Ensure compliance with regulatory requirements and company quality standards.

Client Care Outbound Advisor - King Price Insurance, Menlyn - Menlyn

(2023-11)

• Promote insurance products through outbound communication and identify customer needs.
• Maintain strong client relationships while achieving service and performance targets.
• Ensure compliance with quality and customer service standards.

Retention Advisor - King Price Insurance, Menlyn - Menlyn

(2021-11 - 2023-11)

• Managed customer retention by addressing concerns and offering suitable solutions.
• Reduced cancellations by identifying client needs and improving customer satisfaction.
• Handled escalations and provided feedback to improve customer experience.

Administration Assistant - King Price Insurance, Menlyn - Menlyn

(2018-10 - 2021-11)

• Managed policy administration, documentation, and client queries.
• Maintained accurate records and supported efficient daily operations.

Management Assistant N6 - Tshwane North College (2016 - 2018)

Matric - Sikhululekile Secondary School (2013)