ACHIEVEMENTS
1998 - Promotion to Senior Management (Manager Products Division
1996 - Promotion to Management (Manager Corporate Services)
1995 - Successful Marketing Project Launch of Personal Lines Group Scheme : Increased premium income by 300% by adding 400 new policies within a 6-month period (achieved through "desk-to-desk" hard selling)
1994 - VIP Portfolio : Entrusted to me by Managing Director to provide VIP clients with excellent personal broker service
1985 : Promoted to Pensions Officer
CERTIFICATIONS
Member of the Insurance Institute of the Cape (PIN 1048689)
Certificate of Proficiency : The Insurance Business and Technical Aspects : General Insurance
Certificate of Accreditation : Funeral Provider (Group Scheme 9000 members), Multicash (Endowment), Vehicle Finance Protection
ACII (Course Subjects passed) : Introduction to Insurance, South African Law, Principles and Practice of Insurance
Various Courses (Insurance Institute) : Fire, Assets, Business Interruption, Crime Classes, Liability, Motor Fleet, Personal Lines (Houseowners, Contents, All Risks, Motor)
WORK EXPERIENCE (South Africa)
| 3/2006 - 5/2007 | Sales Representative | | | Indwe Risk Services | | Somerset West/Cape Town | |
| | Marketing of personal lines products
All administration relative to sales and processing of new business
Telesales
Corporate Assistant
Claims Assistant |
UNISON RISK MANAGEMENT ALLIANCE (1986 to 2005)
Manager Products Division
Supervision of Department (9 staff members) includes :
Customer service, marketing management, Products marketing, Products presentation, Claims Authorisation, Claims Investigation, Accounting supervision (General Ledger), Underwriting, Liaising / Negotiating with Underwriters on rates/wordings/claims statistics, Personal Broker to VIP's on individual portfolios, Newsletters, Liaison with Human Resource Officers (client companies) on employee issues (salary deductions, retirement, disability)
Type of Products administrated : Personal Lines Group Scheme (Home, Auto, Liability), Personal Accident, Funeral Insurance, Mortgage Protection, Vehicle Finance Protection (Credit Life), Hospital Cash Plan, Savings / Education Plans (Endowment)
Manager Corporate Service
Assistant to Managing Director for 5 years. Duties included :
Assisting with placement of corporate business (retail clients) in the market (Liability, Casualty, Assets, Loss of Profits, Political Riot, Fidelity Guarantee, Product Contamination). Calculation per class of insurance and preparing of budgets for each client (spreadsheets) . Liaising with Underwriters on placing slips and endorsements. Issuing of invoices / credit control.
WILLIS FABER INSURANCE BROKERS (1983 to 1986)
Executive Assistant
Reporting to 3 Directors and assisting on commercial portfolios through claims processing, liaising with Insurance Companies on Endorsement/Renewal issues, checking of policy wordings and endorsements for accuracy, secretarial
VARIOUS COMPANIES BASED IN ENGLAND (8 months in 1983)
Walkers Refrigeration, Edbro Hydraulics, Vose Office Overload : Secretarial, general office administration
OLD MUTUAL LIFE ASSURANCE SOCIETY LTD (1978 to 1983)
Processing retirement applications through data capturing and communication with clients and their retirees
Communication (written/verbal) with actuaries on pension calculations and options
Achieved 3 grade promotions and promoted to supervisor (pensions officer) : checking of correct data capture / effective client communication / accounts and premium reconciliation
