LESIBA MPAI
Discovery Life
Centurion,Gauteng
4
Languages
1
Certification
18
Years of experience
Conservations Replacements Officer (Team Leader) Seeking a challenging role within the Financial and Insurance sector where I can utilize my 13 years of experience in different roles within the industry. Ideally to contribute my leadership and interpersonal skills to the company's benefit with all the knowledge I have gained. I am a motivated and quality driven individual who works well with a team as well as independently. I understand the dynamics of communication between both team players, management, and client base at large. I am organized and work well under pressure. I have a sound and broad knowledge of the tele-communications industry, long-term and short-term insurance industries. I am prompt, a great communicator and listen well. I Build relationships easily and I believe this is key in the age we live in. I am efficient and proactive. I enjoy dealing with clients face to face and telephonically including irate clients. I am enthusiastic and confident that my cheerful personality coupled with my experience would make me a great asset and ambassador for your organization.
Work History
Business Conservation Credit Control - Secondment
3 Years 4 Months- Recovering debts from Clients.
- Being an expert communicator, to be able to liaise with both brokers/ clients and internal departments for the effectiveness of credit control procedures and processes.
- Evaluation and reconciliation of complex financial statements received in our books.
- Ensuring that targeted amount of debt is recovered.
- Negotiating payment plans.
- Performing Servicing duties to ensure that our clients are happy.
- I have a secondment role in the Business Conservation Credit Control Team which I resumed in June 2023 to date (On an as - and-when needed time frame according to the demand of the backlog in their pools).
Conservation Replacements Officer (Team Leader)
11 Years 3 Months- Target driven & Client Service
- Handling of compliance procedures and processes to ensure relevant compliance according to the regulation.
- Notifying Franchises and external Insurers about the replacement of their policies as per the ASISA (Rule 19 of the PPRs) standards.
- Investigating and assisting brokers and business consultants with the release of commission thereof.
- Handling Billing and ensuring that deadlines are met.
- Handling of cancellations of internal policies & claw backs.
- Liaise with both external Insurers and internal departments to resolve the replacement challenges.
1 Year 2 Months
- Recovering Diary management of a Financial Advisor, scheduling appointments, effective running, and facilitation of day-to-day activities Scheduling.
- Servicing existing client policies on all the Discovery products in their books. (Life covers, short-term policies, Investment products and Vitality) for both individual clients and groups.
- Assisting with the arrangement of medicals for clients in terms of new or existing policies.
- Handling commission queries with divisional and Life offices.
- Adhoc admin duties, supporting internal communication processes including liaising with other departments, procurement and suppliers. Ensuring that compliance procedures are followed.
Group Risk Sales Consultant & Office Manager
4 Years- Diary Management for the Franchise Director (Electronic & Manual).
- Preparing for all Senior Management meetings and taking minutes.
- Receive various scheme group life quote requests and capture quotes using Paradigm and Pricing systems.
- Following up on health leads to target schemes for group life.
- Assess quote to ensure they meet our minimum requirements to advise the client on procedures and progress.
- Receive claims on benefits (Capital Disability, ICB, Funeral, Severe Illness benefit and Death) documentation to assess before sending off to the right department.
- Updating and maintaining claims registers ensuring that accurate claim files are maintained.
- Reconcile claim payments made with finance department.
- Telephonic and email correspondence with clients and brokers with regards to progress of claims and quotes.
- Collating and sending off monthly reports to stakeholders.
- Daily monitoring of statistics on the system (paradigm)
- Daily monitoring quotes on the SAM system for pricing purposes.
Sales Administrator & Cashier
5 Months- Operating the cash tills, assisting walk in clients, monitoring store sales daily and dealing with the invoices.
Cashier & Switchboard Operator
11 Months- Operating cash tills and the switchboard to direct the call to the relevant departments.
Education
RE5
Tsingamo Management Consultant and People Development
- Industrial Engineering
- Inservice training incomplete
- Engineering Work study I & II
- Production Engineering I & II
- Mechanical Engineering I
- Electrical Engineering I
- Quality Techniques I
- Mathematics I
- Communication Skills
- Vocational English I & II
- Mechanics I
- Computer Skills
- Quality Assurance
- Mechanical Manufacturing II
- Facility Lay-Out & Material-Handling
High School Diploma
- English HG B
- Afrikaans HG D
- Physical Science SG D
- Mathematics SG C
- Biology HG E
Skills
General management of the day-to-day tasks
Problem Solving Skills
Leadership Skills
Business Development Skills
Interpersonal Communication Skills
Time Management Skills
Multitasking
MS Word
MS Excel
MS Power Point
MS Outlook & Internet
Paradigm
SAM
Excellent typing skills
Certification
FAIS Credits: 162 SETA
PERSONAL DETAILS
English Advanced (C1)
Sepedi Advanced (C1)
Tswana Intermediate (B1)
Afrikaans Intermediate (B1)
ADDITIONAL INFORMATION
Criminal Record: None
References
Upon request due to Popi Act.
Timeline
Business Conservation Credit Control - Secondment
Discovery Life
06.2023 - CurrentRead More
Conservation Replacements Officer (Team Leader)
Discovery Life
07.2015 - CurrentRead More
DFC - Discovery Financial Consultants
04.2014 - 06.2015Read More
Group Risk Sales Consultant & Office Manager
Discovery Holdings
01.2010 - 01.2014Read More
Sales Administrator & Cashier
Coricraft
10.2009 - 03.2010Read More
Cashier & Switchboard Operator
Game Centurion
10.2008 - 09.2009Read More
Mahoai High School
High School Diploma
Read More
Vaal University of Technology
from Industrial Engineering
Read More
Moonstone
RE5
Read More