Open to opportunities

Portia Mofokeng

@portiamofokeng

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Experienced commercial sales broker with a focus on client relationships.

South Africa

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What I'm looking for

I am looking for a role that values client relationships and offers growth opportunities.

I am a dedicated and results-driven commercial sales broker with extensive experience in the insurance industry. My career spans several roles where I have consistently achieved sales targets and delivered exceptional customer service. I have a proven track record of managing client relationships and growing portfolios through effective communication and strategic planning.

Throughout my career, I have honed my skills in problem-solving, stakeholder engagement, and financial accuracy. My ability to cultivate strong working relationships with clients and colleagues has been key to my success. I am committed to continuous learning and staying abreast of industry developments to provide the best service possible.

Experience

Work history, roles, and key accomplishments

Commercial Sales and Admin Broker

First Risk and Advisory Services (Pty) Ltd

May 2022 - Aug 2024 (2 years 3 months)

Managed client relationships and sales for commercial insurance, achieving net profit growth and delivering exceptional customer service. Cultivated stakeholder relationships and ensured compliance with quality processes.

Insurance Sales Customer Service Stakeholder Engagement Time Management Negotiation Financial Accuracy Strategic Planning

Commercial Sales Consultant

PPS Insurance Company

Jun 2020 - Apr 2022 (1 year 10 months)

Sold commercial short-term insurance products over the phone, maximizing inbound sales opportunities and adhering to underwriting criteria. Achieved sales targets while maintaining compliance and quality management.

Sales Customer Service Insurance Compliance Negotiation Time Management Communication Skills Financial Accuracy

Sales Broker (Commercial Insurance)

First National Bank

Jun 2017 - Jul 2019 (2 years 1 month)

Handled inbound sales inquiries for commercial short-term insurance, maximizing sales opportunities and ensuring adherence to underwriting criteria. Focused on achieving sales targets and maintaining operational efficiencies.

Sales Insurance Customer Service Compliance Time Management Negotiation Communication Skills Financial Accuracy

Junior Technical Broker

Standard Bank

Apr 2016 - May 2017 (1 year 1 month)

Supported account management with new business acquisitions and retention of corporate and commercial accounts. Prepared submissions and reports while ensuring compliance with service level agreements.

Risk Management Reporting Customer Service Compliance Time Management Communication Skills Financial Accuracy Stakeholder Engagement Strategic Planning

Internal Broker/Advisory Administrator

Standard Bank

Dec 2010 - May 2016 (5 years 5 months)

Liaised with clients for insurance requirements, provided policy documents, and assisted with amendments and cancellations. Ensured adequate insurance coverage for commercial properties.