Santa Olivier

Experience

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  Auto & General

  Jan 1997 - Dec 1999

  Client Services Consultant

  • Identify cross-selling opportunities on existing policies.• Handle incoming client queries and underwriting of additions to the policy.• Identify leads for new cross-selling opportunities.• Educate clients on the importance of being correctly insured.• Manually calculate, track and refund clients that canceled policies and needed refunds.

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  Nedbank

  Jan 2001 - Aug 2007

  Client Relationship Manager

  • Managed and grow diverse retail, professional and affluent client portfolio of roughly 200 clients. Entry criteria for clients: AU$100,000 income per annum. • Writing quality credit deal submission quality and great conversion ratios.• Mortgage lending submission to credit committee. • Compliance and risk management.• Identify cross-selling opportunities for other areas within the business, i.e. investments, estate planning, philanthropy and financial planning. • Supervise bank operations suitably to include personal banking relations, client service operations and problem resolution.Achievements:• Exceeded targets year on year• Completed Advanced Certificate in Leadership in Wealth Management in 2006• Was selected as a natural born winner at Nedbank and went overseas to Argentina with my husband as price Show less

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  Dimension Asset Finance

  Sept 2007 - Oct 2009

  Finance Broker

  • Work on commission only• Identify leads from external sources• Act as broker between the bank and the client to ensure the client has the best deal on the table. • Motivate and structure deals to present to the bank’s credit committees. Structure the following deals for clients: Commercial properties, individual mortgages, construction equipment, term loans and airplanes. • Ensure negotiation between bank and client happens effective to ensure a win/win situation

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  Nedbank Private Wealth South Africa

  Jan 2010 - Apr 2018

  Responsibilities:• One of 5 new business wealth managers responsible to grow the wealth management investment book within the Nedbank Private Wealth Johannesburg area. Individual targets amount to AU$13million per annum. • Responsible for collaborating with Relationship Managers, Private Bankers, Business and Commercial Managers to identify clients that may benefit from our advisory services.• New business growth includes all spectrums of the financial planning process including, but not limited to international and local investment and retirement products, stockbroking, fiduciary, specialised lending and risk advice.• Areas of expertise include consulting, assisting and advising appropriate solutions to high net worth and ultra-high net worth individuals, trust, and their businesses to make informed decisions regarding their long-term wealth planning.• Statement of Advice structuring - Liaise with a paraplanner to develop and implement proposals that is client specific, i.e. introduce tax efficient investment structures, and addressing the clients’ investment objectives at the same time. Propose and implement the above proposals to clients on acceptance. Show less • Managed and grow a diverse high-net-worth client portfolio of 120 clients. Entry criteria of clients: AU$ 1million net investable assets. • Growth and management of portfolios of HNW Health and Medical professions, (including General Practitioners, Dentists, Surgeons, Pharma, Physio and Veterinary professionals), Law professions (including Patent attorneys, Solicitors, Advocates, and Judges), ceos and self-employed and small business owners. • Writing quality credit deal submission quality and great conversion ratios.• Mortgage lending deal submission to credit committee. (Commercial property and asset finance)• Compliance and risk management.• Identify cross-selling opportunities for other areas within the business, i.e. investments, estate planning, philanthropy and financial planning. • Supervise bank operations suitably to include personal banking relations, client service operations and problem resolution. Show less

  • Business Development Manager - Relationship Management

    Feb 2016 - Apr 2018

  • Client Relationship Manager

    Jan 2010 - Jan 2016
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  Aon

  Sept 2018 - Mar 2020

  1 July 2019 to dateAcquisition Client Executive SME CommercialAON Risk Solutions Australia Largest broker in AustraliaAon plc is a global professional services firm headquartered in London that provides risk, retirement and health consulting. Aon has approximately 500 offices worldwide, serving 120 countries with 69,000 employees. In 2011, Aon was ranked as the largest insurance broker in the world based on revenue.www.aon.com.auResponsibilities: • Identifying and implementing strategies to drive efficiency/productivity.• Establishing and maintaining strong working relationships with key stakeholders, both internally and externally and demonstrate behaviours that enable effective teamwork and continuous improvement • Delivering on our compliance and operational guidelines including reporting, debtors, adherence to broking strategies, pricing discipline and responsiveness to client requests.• Building rapport with clients, understand their business and needs, deliver on service delivery expectation to provide terms when expected. • Motivate and sell hard to place policies. • Take high volume calls and ensure timeous assistance to all clients. • Delivering on targets every month. Show less Responsibilities:• Exceptional service delivery to convert warm leads into profitable clients• Ensuring client profitability margins are maintained• Providing advice to clients on their insurance options, using industry knowledge• Managed and serviced my own portfolio of SME commercial clients (approximately $400k annual income) to ensure client retention and annual growth of brokerage/income;• Product exposure: ISR, Buspacks, Public Liability, Professional Indemnity, Heavy Commercial Motor, CAR, D&O/ Management Liability, Builders Warranty, Personal lines including difficult placements• Prepared and presented renewal/policy documentation to clients in accordance with objectives and timeframes;• Ensured collection of premium payments in accordance with underwriter credit terms; Show less

  • Aquisition Client Executive Commercial

    Jul 2019 - Mar 2020

  • Client Executive Commercial

    Sept 2018 - Jun 2019
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  Gallagher

  Mar 2020 - now

  • Senior Account Executive

    Sept 2023 - now

  • Team Leader

    Dec 2022 - Sept 2023

  • Client Services Manager

    Oct 2021 - Dec 2022

  • Commercial Account Executive

    Mar 2020 - Oct 2021