Sharon-Lea Barnard
Commercial Agent
Krugersdorp, West Rand District MunicipalityMember since August 11, 2023
Objection handlingTranscribingCustomer service
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About
Placing customer orders Assisting with queries and complaints Processing customer account claims
Experience
Call centre agent - Blue Ribbon
(2013-03 - 2015-06)
- Placing customer orders
- Assisting with queries and complaints
- Processing customer account claims
- Driver commisions
- Driver investigations
- Occasional reception duties
Sales consultant - UDM Intetnational
(2015-06 - 2015-07)
- Promoting and selling accidental disability insurance
Call centre agent - DIB Solutions
(2015-10 - 2023-12)
- Underwriting
- Sales/upselling
- Assisting with client queries and amendment requests
- Assisting clients with claims from registration to finalization
- Drafting record of advice
- Ensuring all documents sent to clients are compliant
- Policy retention
- Non payments
- Complaints handling
- Occasional meetings with clients
Commercial Agent - Outsurance
(2025-01)
- Selling insurance policies
- Administration of client policies
- Claims handling
- Client meetings
- Sending and discussing renewal of policies
- Retentions
Education
Regulatory exam - Moonstone (2016 - 2016)
NQF LV4 - FETC Short Term Insurance - Inseta (2023 - 2023)
Skills
Commercial Agent
