Marlon Samuels

Experienced Broker Consultant with a proven ability to build and maintain strong broker relationships, identify growth opportunities, and deliver tailored business solutions. Skilled in business development, strategic planning, and client service, with a strong focus on achieving targets and driving long-term partnerships.

Risk Broker Consultant at PPS Insurance (2022-06 – Present)

• To support and service intermediaries in their sales efforts by preparing quotes, statement of benefits and other relevant supporting information.
• To provide growth, maintenance and identifying business opportunities to advisers.
• Communication and feedback to advisers relating to all aspects of operations.
• To plan, organise and control liaisons with intermediaries.
• Assisting with the on-boarding process and relationship management
• To ensure continuous improvement of service standards to clients.
• To ensure alignment to Treating Customers Fairly (TCF), in all business practices.
• Consistently exceeding sales targets, earning recognition in the Millionaires and Multimillionaire Club for exceptional business volumes submitted.
• Qualified for and attended the Top Achievers Conference to the Portuguese Islands as recognition for high-level sales achievement
• Developed and maintained strong broker relationships, increasing business retention
• Identified new business opportunities that contributed to portfolio growth
• Collaborated with internal teams to improve service turnaround times
• Successfully executed broker campaigns that increased product uptake.

Business Support Assistant at PPS Insurance (2017-11 – 2022-06)

• Providing administrative backing to the Business Consultant and directly to intermediaries
• Uploading and follow up of the following queries: - premiums, change of beneficiary, debit orders, letters of authority, change of broker, amendments, change of DOC, change of details, claims
• Checking and capturing of applications within 4 hours of being received with a 95% accuracy level
• Support functions include performing daily routine procedures
• Monitoring incompletes and service requests, communicate on outstanding applications and aftersales Service requests that have been started
• Communicating outstanding requirements after the request has been uploaded
• Completing an annual assessment on appropriate systems
• Providing quotations and statements of benefits to intermediaries
• Taking ownership of service level standards and ensure they are achieved consistently
• Assisting Business Consultant with organising broker workshops
• Ordering necessary forms and brochures for the office when needed

Retentions Consultant at 1Life (2009-07 – 2017-10)

• Retaining existing clients: building client relationships
• Educating clients on cover, i.e re-selling cover
• Re-instatement of policies: bringing cancelled clients back onto company books
• Customer liaison and support services: Helping clients with queries and administration of policies on request i.e: Changing of details: contact details and beneficiary details, Increasing and decreasing clients cover, Re-underwriting of policies
• Handling inbound and outbound calls

Admin Consultant at 1Life (2007-07 – 2009-07)

Project Administrator at Royal Yard Investments (2005 – 2007)

Matric – Holy Family College (2002 – 2002)

Certificate in Business Computing in Business Computing – Varsity College (2005 – 2005)

Long Term FAIS and FICA in Insurance Industry – 1Life (2008 – 2008)

RE5 (Regulatory Examination) – 1Life (2010 – 2010)

National Certificate: Wealth Management NQF Level 5 in Wealth Management – Damelin School of Banking & Insurance: INSETA (Insurance Sector Education and Training Authority) (2017 – 2017)