Leeza Erasmus

Provided comprehensive support to Financial Brokers.
Handled the initiation of new policies.
Handled cancellation and cashing out of policies.
Updated beneficiaries.
Generated long-term insurance quotes.
Updated and maintained client investment and insurance portfolios.
Ensured that portfolio summary reports were sent to clients in a timely manner.
Assisted brokers with administrative tasks related to retirement and wills.
Prepared documentation throughout the 3-month retirement process.
Processed documentation throughout the 3-month retirement process.
Followed up on documentation throughout the 3-month retirement process.
Offered reassurance and guidance to clients during the retirement process.
Managed filing.
Prepared documents for client appointments.
Stepped in as the receptionist.
Used Zoho CRM software to manage client data.
Ensured compliance with regulatory requirements.

In this role, I provided comprehensive support to Financial Brokers, handling a range of client services including the initiation of new policies, cancellation and cashing out of policies, updating beneficiaries, and generating long-term insurance quotes. I was responsible for updating and maintaining client investment and insurance portfolios, ensuring that portfolio summary reports were sent to clients in a timely manner.
I assisted brokers with administrative tasks related to retirement and wills, which involved preparing, processing, and following up on documentation throughout the 3-month retirement process. My role also included offering reassurance and guidance to clients during this often stressful period, helping them navigate retirement with confidence.
Additionally, I managed various day-to-day office operations such as filing, preparing documents for client appointments, and occasionally stepping in as the receptionist. My experience with CRM software, specifically Zoho, allowed me to efficiently manage client data and ensure compliance with regulatory requirements.

Managed client relations.
Spearheaded marketing initiatives.
Built strong relationships with the management of retirement villages.
Organized wellness events.
Delivered informative talks.
Engaged elderly participants in interactive activities such as bingo and trivia.
Provided educational aftercare.
Supported elderly clients with the use of hearing aids.
Supported elderly clients with the importance of hearing aids.
Worked towards monthly targets.
Implemented effective marketing strategies to expand the client base.
Set objectives that align with organizational goals.
Managed time efficiently to achieve objectives.

In this position, I managed client relations and spearheaded marketing initiatives, with a focus on building strong relationships with the management of retirement villages. I organized wellness events, delivering informative talks and engaging elderly participants in interactive activities, such as bingo and trivia. Additionally, I provided educational aftercare, supporting elderly clients with the use and importance of hearing aids.
I developed expertise in working towards monthly targets, and implementing effective marketing strategies to expand my client base. This role also enhanced my ability to set objectives that align with organizational goals and manage my time efficiently to achieve them.