Annarika Herman

Experience

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  RHLM Brokers and Sanlam

  Jul 1988 - Sept 2004

  Administration & Sales Support Assistant

  Examples of Achievements: • Learning about products & general developments in the insurance industry: contributed to effectiveness in comparing products thereby enabling the consultant & broker to provide more comprehensive Examples of responsibilities: • Attending roadshows/ seminars of various insurance companies’ recommendations to the clients • Improving business operations & sales by attending to/ handling various marketing projects

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  Sanbro/Accredinet

  Oct 2004 - Jul 2005

  Consultant

  Examples of Achievements: • Focusing on a specific group of brokers who were biased towards the insurance company represented. Started in building relationships & providing excellent service: their confidence in the company was restored. Examples of responsibilities: • Scheduling appointments/ providing marketing material: increased broker knowledge • Improving quotations-comparison, products & benefits by focusing on communication

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  Sanlam

  Aug 2005 - Dec 2009

  Financial Advisor

  Examples of Achievements: • Implementing marketing strategies & planning/ organising events which increased acquisition of new clients Examples of responsibilities: • Explaining the purpose/ objectives of the financial plan • Partnering with Principal Advisor to educate clients on various financial matters• Providing professional recommendations on risk & investment opportunities

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  Noble Private Portfolios

  Jan 2010 - Apr 2012

  Financial & Administration Specialist

  Examples of Achievements: • Using methods for improving daily operations, communications with clients, record keeping & data entry: increased efficiency and accuracy of work in various practicesExamples of responsibilities: • Identifying/ recommending new processes in managing the advisor’ practice: increasing successful conclusion of business & revenue• Building/ maintaining customer relationships through timely response to enquiries: client retention increased

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  Momentum Wealth International

  May 2012 - Aug 2013

  Service Consultant

  Examples of responsibilities: • Leveraging extensive knowledge of products/ services• Providing investors in South Africa, the Middle East and Asia with specialist investment management & investment administration services• Understanding company products & policies to give customers expert support

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  Momentum Consult (Pty) Ltd

  Sept 2014 - Dec 2016

  Administrative & Sales Support Executive

  Examples of Achievements: • Streamlining business processes/ services: client retention strengthened & increasedExamples of responsibilities: • Obtaining direct access to designated underwriters, product, marketing and investment specialists• Liaising with clients, management & broker consultants to better understand customer/ broker needs • Implementing efficient system/process on all regulatory and compliance procedures

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  Sanlam - WA Roeloffze/ Acrusure

  Jan 2017 - now

  Business, Customer & Sales Support Administrator

  Examples of Achievements: • Investigating methods using software programs to improve daily operations, client communication, record keeping & data entry: increased efficiency of managementExamples of responsibilities: • Researching/recommending suitable products & benefits aligned to client’s needs ▪ Building customer relationships through timely response to enquiries ▪ Accommodating unusual requests