Shirley Botha Email and Phone Number

I specialise in advising Corporate's regarding a spectrum of Benefits , including Healthcare, Risk and Retirement. My work ethic is centred around Customer Service, ensuring loyalty and referral business from clients.

I specialize in the financial services industry, partnering with organisations to assist with operational efficiencies including customer experience, compliance requirements and additional fraud detection and prevention measures. The data can be utilised for individuals and companies for onboarding, ongoing remediation, claims, tracing and a range of other requirements in the industry.We are able to assist throughout the client's product lifecycle. A few of the services are listed below:-FICA requirements for individuals such as confirmation of address, real time ID verification with home affairs, and AML (adverse media, sanction/watchlists and PIPs/PEPs)-FICA requirements for companies including Directors-Bank account verification-Predicted income-Credit information-Legal action such as judgements, sanctions, sequestration-Trust information-Employment -Property information-Vehicle ownership-Dead / Alive status-Contact information for tracingetcFeel free to get in contact on shirley@cpbonline.co.za if you have any specific need not mentioned or would like to get more detail on the above.

• Building and maintaining trusting relationships with Advisors• Training of advisors on products – Individual Risk, Invest, Health products and Group benefits• Keeping abreast on legislation and industry trends • Knowledgeable on competitors products and marketing strategies• Assist advisors with ways in which to grow and retain their business by assisting with unlocking and closing business • Assist with training presentations to the advisors clients• Attending meetings, training sessions, and attending to all internal/online training requirements

• Establish and head up Corporate Employee Benefits division • Arranging all contractual requirements with preferred providers• Establishing and building relationships with service providers to ensure preferential service for brokerage• Liaising with external compliance officer to ensure internal protocols established as required• Structuring and implementing service delivery strategies for clients• Managing of service teams to ensure client retention (never lost a client)• Analysis of and reporting on Client’s project outcomes • Identifying education and communication requirements for staff and clients. Training of staff• Identifying new business opportunities for existing clients• Developing comparative analyses between providers for client• Presenting to board members/senior management and employees • Design of communication material for marketing initiatives and training• Negotiating with providers for specific requirements of the client• Assisting with the design and implementation of advice strategies • Designing , implementing and management of internal systems and processes• Face to face Member education, advise and query sessions arranged and executed• Analysis of claims utilization, demographics and relevant data to ascertain strategic and proactive opportunities within market

• Prospect key brokerages and Corporate clients• Identify new business opportunities• Build and develop new relationships with key brokerages• Market the FedGroup brand, group risk, beneficiary care, asset management, retirement fund administration & participation bonds• Create opportunities and leads for brokerages• Close new business and grow sales• Interact with key decision-makers in brokerages and administrative personnel• Attend to brokerage queries • Provide administration support to key brokerages and facilitate problem resolution• Keep abreast of developments and trends in the financial services industry

• Management of operational requirements for consultant servicing model implementation- advising clientele and maximising revenue within client base• Building and maintaining relationships with corporate clients • Determine new revenue streams for AON within the corporate and individual member sector• Primary Liaison to Medical Schemes and Insurance providers – building and maintaining relationships with providers• All required product training co-ordinated• Design of Training presentations • End of year national product launches to corporate clients co-ordinated via regional offices• Representative on Employment Equity, Training and IT Forum• Managing of social media communication (Facebook, twitter, website, email alerts)• Manage billing and commission reconciliation• Management of small business portfolios and retention thereof • Manage administrative processes • Source wellness/medical providers for adhoc and on-going wellness requirements of corporate • Manage wellness day activities for corporate clients including but not limited to venue, providers, logistics• Manage wellness clinic timetables, communication and protocols• Manage all billing reconciliations from various providers• Analysing the efficacy of projects and presenting feedback from employer and employees• Ensuring accurate reporting from providers and sourcing new providers where required• Build and maintain strong relationships with all stake holders within the organisation and the market• Project Manage additional revenue streams initiatives - sales and administration process• Member of MANCO • Compile monthly MANCO reports communicating departments activities• Required to do Performance Appraisals and Mentorship Agreements where required for staff

• Development of new division within Group Risk/Invest Division• Initiate direct sales and marketing strategies of Discovery Invest and Discovery Risk products into corporate environment• Building and maintaining relationships with individual and corporate brokers • Training of brokers on product offering • Assisting brokers to grow their portfolio by partnering with them in finding opportunities to market Discovery product• Build and maintain relationships with small to medium business owners to market direct where no broker involved• Review processes and documentation to ascertain compliance shortfalls • Develop efficient marketing processes• Initiate relationships with brokers• Recruit and train sales team for Group Risk New Business Development• Design training and sales presentations for brokers and clientele where required• Deliver presentations to brokers and potential clients where required• Market products direct to corporate clients without broker house intervention

• Designing, project managing implementing and reporting on the service delivery strategy for clients• Managing of service teams to ensure client retention (never lost a client)• Financial management and reporting of operations• Identifying training requirements for staff and clients Creating and maintaining a professional working relationship with Clients from Board level to member level • Managing the relationship with engaged service providers to ensure optimum service levels• Recruitment of consultants and administration staff • Identifying new business opportunities within client portfolio• Business development of pension/provident portfolio • Brokering within existing clients for administration, investment/retirement funding and risk portfolio’s within existing provident arrangements• Sourcing and meeting with investment, risk and life providers to ascertain service offerings and pricing structures • Developing comparative analyses between providers for client• Developing and project management of product implementation to new clients • Managing client portfolio's including service delivery • Design of marketing material for marketing initiatives• Managing the contractual process between providers to achieve objectives• Presentation design and delivery

Promoted from National Sales Administrator to National Portfolio Manager and then Regional Manager• Drive the achievement of sales targets in the region • Management of key account consultants, broker consultants and administrative team (including national key accounts administration)• Development, motivation, providing leadership, training programs and couching to the staff of the region• Organizing regional product launches • Development of a successful and supportive broker network• Involvement with product development • Presentations and negotiations at board level• Management of broker activities and productivity• Coordinating regional outsource channel• Superior channel management relationship building and maintaining• Management of national broker relations • Management of national corporate client relationships• Management of provider relationships (e.g. network doctors)• Manage implementation of union business in region• Feedback on industry developments and competitor activity • Provide marketing director with weekly sales figures, monthly marketing reports and expenditures• Identify areas of improvement • Design and implementation of regional marketing strategies• Controlling of regional budgets• Managing the organizing of exhibition and seminar representation

FMCG• All marketing, brand management , new business, key accounts ,administrative & managerial responsibilities for start up businessFinancial duties: • Debtors, creditors, budgeting, commissions, profit targets setting • Sales: Direct Selling• Marketing: o Strategy development & implementationo Overall marketing function including positioning, brand development, and brand management (CRM, research), promotions. • All key accounts negotiated and managed • Negotiations with suppliers• Channel management including logistics• Warehousing and inventory control• Management of sales team and all internal processes from point of sale, training of staff to month end financials - income and expenditures.

Penton Interiors taken over by myself and partner and renames finishingsAll duties:• Debtors, Creditors, Reconciliation’s• Budgeting and costing forecasts • Project management forecasts-completion schedules• Inventory control management• Customer liaison (Consulting and servicing- Individuals and corporate)• Supplier liaison and negotiator• General office administration• Key Accounts Management / Customer Relations Management• Sourcing of new business • Budgeting and costing- negotiator, debtors, creditors, quotations• Planning & project management forecasts-Action plans designed and implementation managed.• Training of staff • Management: 11 employees

• Sales – Individual members and corporate• National Sales Management-guidance, support and training • Designing and implementing new business processes • Management of marketing requirements, administration and sales• Recruitment • Handling of difficult client queries that were not of usual administrative or sales team’s capabilities or expertise• Key Accounts management • Management of all administrative staff in respect of sales and member application processes- guidance, support and training of staff• Management of all aspects of company in absence of Partners