Kagiso Keepetsoe
@kagisokeepetsoe
Customer-focused financial services professional specializing in life insurance, advisory, and client retention.
BotswanaWhat I'm looking for
I am an entrepreneurial financial services professional with over 11 years' experience in life insurance, retail sales, and financial advisory services, certified with a Certificate of Proficiency (COP) in Long-Term Insurance.
I have a proven track record building and maintaining relationships with large client bases and corporate accounts, pioneering a Client Retention Department that served 20,000+ clients, and consistently delivering high client satisfaction and award-winning customer service.
I excel at needs-based financial assessments, cross-checking complex documentation with high accuracy, ensuring regulatory compliance, and presenting financial solutions clearly to individuals and large groups. I am driven, detail-oriented, and passionate about helping clients achieve financial security.
Experience
Work history, roles, and key accomplishments
Customer Service Executive
Metropolitan Botswana
May 2017 - Jun 2023 (6 years 1 month)
Provided financial advisory and life insurance services, processing claims and conducting needs assessments that improved client outcomes and maintained regulatory compliance; consistently exceeded customer service targets and achieved high satisfaction ratings.
Retention Manager
Botsogo Health Plan
Aug 2012 - Apr 2017 (4 years 8 months)
Built and maintained relationships across 20,000+ clients and managed major corporate accounts, pioneering the Client Retention Department and driving growth through consultative sales and tailored insurance solutions.
Customer Service Officer
Botsogo Health Plan
Jun 2012 - Aug 2012 (2 months)
Founding team member who supported enrollment, assessed client needs, and established initial client relationships that contributed to long-term retention and referral growth.
Education
Degrees, certifications, and relevant coursework
UBUniversity of Botswana
Physical Education
Completed studies in Physical Education at the University of Botswana; O Levels completed prior to tertiary study.
Tech stack
Software and tools used professionally
Availability
Location
BotswanaAuthorized to work in
Job categories
Skills
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