Robin Kley

Experience

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  Aon South Africa

  Sept 2011 - May 2014

  - Assessing whether applications for insurance should be accepted.- Underwriting standard and non-standard personal insurance products.- Evaluating financial records, statements and historical trends.- Communicating with and reporting to insurers on a regular basis.- Acting as a technical referral point for less experienced underwriting team members.- Underwriting products and policies within strict company guidelines.- Collecting information from prospective clients.- Underwriting to agreed loss ratios.- Making changes to underwriting terms and documentation.- Identifying the customer’s insurance needs- Monitoring the ongoing performance of accounts.- Advising customers and brokers alike on underwriting matters. Show less - Marketing insurance products to new and existing clients.- Providing insurance and financial services to individuals.- Advising customers about their options.- Collecting and analyzing complex insurance quotes, comparing them and then finding the best quote.- Responding to customer inquiries and requests regarding insurance products.- Developing profitable relationships with existing and new customers.- Attending all sales meetings and sales strategy sessions.- Quoting insurance rates.- Contacting and liaising with underwriters.- Gathering accurate and complete marketplace intelligence.- Fielding inbound and outbound calls.- Accurately completing new insurance applications.- Following up any sales related enquiries Show less - Maintain insurance files and databases- Developed and maintained strong working relationships with internal and external stakeholders- Supported Managers in drafting the periodical Insurance reports.- Managed customer contacts within the rules and regulations of FICA in order to provide a fast, accurate and high quality handling of customer inquiries- Providing operational support to client facing consultants in all aspects of client serving- Prioritize activities to meet individual and departmentmental key performance indicators- Sales Leads allocation management- General Sales Reporting Show less

  • New Business Quality Assurer / Underwriting

    Sept 2013 - May 2014

  • New Business Sales Consultant

    Jan 2013 - Aug 2013

  • New Business Administrator

    Jan 2012 - Dec 2012

  • Internship Trainee

    Sept 2011 - Dec 2011
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  Stratum Benefits

  Jun 2014 - Apr 2016

  - Established efficient workflow processes, monitored daily progress and implemented modifications to improve overall effectiveness of activities.- Communicated corporate objectives across teams through regular meetings and correspondence.- Managed CRM database, including troubleshooting, maintenance, updates and report generation.- Implemented sales funnel and strategies for sales conversions.- Trained staff on Sales and Closing techniques. - Set daily, weekly, or monthly sales goals. - Managed sales and retention consultants who generated sales. - Supervised in sales, experience and a working knowledge of the sales industry- Motivated employees to reach sales goals - Effectively trained, encouraged, inspired and rewarded team members for their achievements- Guided team members in providing excellent service to customers- Effectively delegated tasks to team members and kept track of sales goals- Provided a source of information, training, and motivation for the sales staff- Prepared and delivered sales reports to management- Reported on team member performance and mission-related objectives- Developed strategic sales plans that expand the customer base and ensure the company maintains a strong presence in the industry.- Assisted in the search for the best candidates as well as taking part in and conducting interview process Show less - Retained customer memberships through utilization of sales tools and techniques.- Logged all calls into membership computer system.- Addressed consumer needs and outlined how continued membership will fulfill those needs.- Adhered to previously approved script during calls.- Provided superb customer service courteously and efficiently.- Responded immediately and accurately to all billing dispute inquiries.- Processed new service saved account and rescheduling orders.- Explained new services and products to existing customers.- Tabulated and reported on retention effort outcomes.- Researched competition in order to be completely knowledgeable and proficient in the specific field of Insurance- Met and exceeded Sales and Retention Targets- Assisted in Product Development and IT Infrastructure implementation- Managed sales activities for attaining sales targets. - Created and implemented sales strategies, recruiting and guiding staff, conducting market research, monitoring sales performance, and tracking sales data Show less

  • New Business Team Lead - Sales and Retentions

    Oct 2014 - Apr 2016

  • Sales and Retentions Specialist

    Jun 2014 - Sept 2014
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  KLEYWORKS

  May 2016 - Mar 2017

  Entrepreneur - Technician

  - Automotive Detail Centre- Supplier and Installer of aftermarket Wheels and Tyres- Aftermarket finishings, alterations and upgrades- Second hand Vehicle Sales- Purchasing items and marketing items.- Advertising products and maintaining inventory.- Provide quality assurance and customer service.- Photographing items and write accurate descriptions.- Product and Service development- Creating listings with simple web tools, ie. Facebook and Instagram.- Invoicing customers on items sold Show less

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  Stratum Benefits

  Apr 2017 - Jun 2018

  New Business Team Lead - Sales and Retentions

  - Established efficient workflow processes, monitored daily progress and implemented modifications to improve overall effectiveness of activities.- Communicated corporate objectives across teams through regular meetings and correspondence.- Managed CRM database, including troubleshooting, maintenance, updates and report generation.- Implemented sales funnel and strategies for sales conversions.- Trained staff on Sales and Closing techniques. - Set daily, weekly, or monthly sales goals. - Managed sales and retention consultants who generated sales. - Supervised in sales, experience and a working knowledge of the sales industry- Motivated employees to reach sales goals - Effectively trained, encouraged, inspired and rewarded team members for their achievements- Guided team members in providing excellent service to customers- Effectively delegated tasks to team members and kept track of sales goals- Provided a source of information, training, and motivation for the sales staff- Prepared and delivered sales reports to management- Reported on team member performance and mission-related objectives- Developed strategic sales plans that expand the customer base and ensure the company maintains a strong presence in the industry.- Assisted in the search for the best candidates as well as taking part in and conducting interview process Show less

• 

  Danone

  Jun 2019 - May 2021

  - Optimised service and forecast performance for Pick n Pay through the forging of strong customer networks and the strong partnership with their sales colleagues- Optimisation of the Sales Forecast to accurately reflect customer demand requirements and phasing to maximise On Shelf Availability. - Facilitated the sharing of data to the benefit of both my client & the customer.- Proactively worked with other supply chain and sales functions to achieve a seamless flow of product to the end consumer.- Identified and delivered specific Customer Service project work- Built great relationships focused on building trust and alignment with customers.- Achieved a consistent Customer Service Level of 93% from the former 82% Show less - Monitor and resolve order and interface issues- Manage orders received through phone, email fax and prioritise same- Manage stock and replenishment activities- Enter orders in SAP- Execution of operational metrics and SLA reporting- Liaise with internal contacts including sales and marketing, logistics, distribution- Propose and implement standardisation for customer service processes- Execute order management strategy to provide superior order fulfillment service to field operations- Monitoring individual workload and making adjustments to account coverage so that order volume is balanced across desks- Work actively with Inventory, Warehouse and Freight teams to ensure efficient flow of customer orders within the Core Network- Participate in new product launches through the Product Development Process. Develop strategic plans to support new products and programs Show less - Create and maintain documentation of Master Data processes for all systems- Interact with various agencies, vendors and other internal departments on a regular basis- Reports on monthly key metrics- Analyzes and applies appropriate data review processes to audit and cleanse master data sets including duplicate records and compliance with naming and address standards- Assist with vendor diversity reporting- Analyze Customer, Vendor, and Material requests that are received for validity, proper approvals, documentation, and duplication. Communicate with requestor if any additional information is required. - Advise and train sales administration, customer service, and other employees on the processes and procedures for Vendor and Customer creation requests- Perform complex analyses (analytical, quantitative and qualitative)- Build solutions- Full lifecycle implementations- Knowledge of end-to-end development process Show less

  • Strategic Customer Collaboration Consultant

    Sept 2020 - May 2021

  • Customer Service for Growth Project Coordinator

    Mar 2020 - May 2021

  • Client Service Consultant - Order Management

    Sept 2018 - Mar 2020

  • Master Data Consultant

    Jun 2019 - Dec 2019
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  Business Aim

  Jun 2021 - Jan 2023

  Business Coaching Specialist
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  Merchant Capital South Africa

  Jan 2023 - now

  Product Operations Manager