Lebo Mojela

Versatile customer service, sales, and financial-services professional with over a decade of experience spanning banking, insurance, financial advising, and recoveries, complemented by a growing specialisation in occupational health and safety. Skilled at building client relationships, closing sales across life and short-term insurance products, and managing full policy and portfolio lifecycles. Currently applying this same discipline and attention to compliance in a workplace health and safety role.

Assistant Junior Health & Safety Officer at Dirajana (Pty) Ltd (2024-01 – Present)

• Conduct onsite investigations and inspections to identify hazards, promoting a safer working environment across the site.
• Advise management and staff on safety measures and legislative requirements, preparing reports that support ongoing compliance.
• Track and report identified hazards through to resolution, helping the business stay ahead of regulatory obligations.

Renewal and Retention Advisor at OUTsurance / Hastings Direct (UK) (2021-01 – 2023-12)

• Managed international policy queries and renewals for UK-based clients, retaining business through proactive customer engagement.
• Upsold relevant products during renewal conversations while handling re-brokering and policy administration changes.
• Resolved customer enquiries and processed policy amendments accurately, sustaining client relationships across a cross-border portfolio.

Broker Consultant at Carnismart Financial Services (2013-01 – 2017-12)

• Managed a life and short-term insurance client portfolio end-to-end, from document processing and FNOL claims through to resolution.
• Advised clients on financial planning, investments, wills, estate planning, retirement, and education planning, building long-term relationships.
• Delivered ongoing client support and portfolio management, contributing to steady retention over a 4-year tenure.

Recoveries Consultant at African Bank (2012-01 – 2013-12)

• Handled inbound and outbound recoveries calls, negotiating settlements and debt consolidation arrangements with customers.
• Resolved customer queries and maintained accurate records through administration and data capturing.

Financial Advisor at Old Mutual (2011-01 – 2012-12)

• Sold life, investment, retirement, and educational-plan products through tele-sales and face-to-face channels, alongside wills and estate planning.
• Managed group scheme sales, customer service, and administration, along with a portfolio of long-term and short-term insurance policies.

Sales Consultant at Absa Bank (2010-01 – 2010-12)

• Sold long-term and short-term bank insurance products through customer-facing internal and external sales channels.
• Advised customers on suitable insurance products, combining sales delivery with strong customer service.

Matric – St Ansgars Combined School (2006-01 – 2007-12)

Diploma in Travel and Tourism – Victory Training College (2008-01 – 2010-12)

Certificate in Call Centre and Customer Service Management – Cornerstone (2008-01 – 2008-12)

In-Service Training in Financial Advising, Customer Service, Long-Term & Short-Term Insurance, Investments, Group Schemes, Funeral Cover, Claims Processing – Old Mutual (2010-01 – 2010-12)

Diploma in Risk Management – Allison Training (2023-01 – 2024-12)

Diploma in Workplace Safety and Health – Allison Training (2023-01 – 2024-12)

Diploma in First Aid and Safety – Allison Training (2023-01 – 2024-12)