Abigail Carol Burds
Boksburg
Summary
Dynamic insurance professional with extensive experience at SANTAM INSURANCE, excelling in policy analysis and customer engagement. Proven track record in enhancing process improvements and ensuring compliance, while delivering exceptional client service. Adept at managing complex underwriting tasks and fostering team collaboration to achieve organizational goals.
Overview
22
22
years of professional experience
Work History
Senior Administrator
PSG Wealth
Boksburg
01.2025 - Current
- Policy amendments from insurers.
- Obtain risk quotes, and do a comparison.
- Will applications and amendment requests.
- Follow up on outstanding queries.
- Complete sick/death claims applications.
- New business policy issuance.
- Ensure a high level of client satisfaction and professionalism is maintained.
- Attend to client queries with different financial service providers.
Insurance Consultant: Distribution Officer / Underwriting Department (CRM System)
SANTAM INSURANCE
01.2014 - 10.2024
- Received and classified requests, ensuring all submissions remained complete.
- Facilitated policy renewals and modifications for existing clients.
- Investigated queries while maintaining an updated contact list for accuracy.
- Communicated changes to team members regarding processes and service requests.
- Conducted audits and reported on created cases for compliance.
- Managed workload effectively, closing service requests as needed.
- Handled bulk case creation, eliminating duplications from the queue.
- I contributed to the project team for the new system rollout in May 2016, overseeing training efforts.
- Served as acting team manager from November 2020 to January 2021.
Insurance Consultant
SANTAM INSURANCE
01.2010 - 12.2014
- Typed and distributed letters, ensuring proper uploads to online system.
- Requested surveys and recorded findings in database for accurate tracking.
- Managed policy amendments while maintaining comprehensive Excel spreadsheets.
- Oversaw stationery inventory and fulfilled requests from staff promptly.
- Issued insurance certificates, managed postage, and allocated received funds efficiently.
- Processed policy premium payments, depositing them accurately into accounts.
- Generated invoices and managed petty cash to ensure financial accuracy.
Insurance Consultant: Underwriting Department
SANTAM INSURANCE
01.2008 - 01.2010
- Conducted risk assessments by evaluating insurance applications, analyzing risks, and determining suitable coverage.
- Offered recommendations on coverage options, premiums, and policy terms based on risk evaluations.
- Reviewed policies to ensure accuracy, completeness, and adherence to underwriting guidelines.
- Collaborated closely with underwriters, agents, and brokers to refine insurance applications and policies.
- Maintained accurate records of underwriting decisions, policy details, and client interactions.
Credit Control Admin Clerk: Credit Control Department
SANTAM INSURANCE
01.2006 - 01.2008
- Managed financial transactions by allocating received funds to appropriate accounts.
- Prepared and dispatched reminder letters for outstanding payments to policyholders.
- Directed underwriting department to cancel policies with unpaid premiums in accordance with company policies and procedures.
- Addressed agency maintenance requests, including issuing, canceling, and amending policies as needed.
- Conducted background checks on new agent applicants using the Insurance Trustworthiness Check (ITC) system to ensure compliance and reliability.
Insurance Consultant: Underwriting Department
SANTAM INSURANCE
01.2005 - 01.2006
- Evaluated insurance applications, analyzed risks, and determined appropriate coverage.
- Assessed existing policies for accuracy, completeness, and adherence to underwriting guidelines.
- Ensured accurate and up-to-date documentation of underwriting decisions, policy details, and client interactions.
- Oversaw ABSA group scheme and handled account and queries.
Admin Clerk: Claims Department
SANTAM INSURANCE
01.2004 - 01.2005
- Processed and maintained accurate insurance policies, including data entry, document management, and policy renewals.
- Provided excellent customer service by assisting clients with inquiries, claims support, and billing/payment assistance.
- Ensured compliance with insurance regulations, maintaining data integrity through audits, and generated reports as needed.
Education
Some College (No Degree) - Early Childhood Education
Konnect
AlbertonCertification - SMK 1;2;3 (30) CREDITS
Santam
Johannesburg, ZACertification - Fundamentals of Project Management
Varsity College
Pretoria, ZADiploma -
Hatfield Business College
Pretoria, ZASkills
- Policy analysis and compliance
- Claims handling and underwriting
- Customer engagement and service
- Team collaboration and support
- Time management and process improvement
- Office management and administration
- Reporting, documentation, and recordkeeping
- Performance monitoring and attention to detail
- Microsoft Office proficiency
Accomplishments
- Top performer, 2022
Languages
English
First Language
English
Proficient (C2)
C2
Afrikaans
Proficient (C2)
C2
References
References available upon request.
Timeline
Senior Administrator
PSG Wealth
01.2025 - Current
Insurance Consultant: Distribution Officer / Underwriting Department (CRM System)
SANTAM INSURANCE
01.2014 - 10.2024
Insurance Consultant
SANTAM INSURANCE
01.2010 - 12.2014
Insurance Consultant: Underwriting Department
SANTAM INSURANCE
01.2008 - 01.2010
Credit Control Admin Clerk: Credit Control Department
SANTAM INSURANCE
01.2006 - 01.2008
Insurance Consultant: Underwriting Department
SANTAM INSURANCE
01.2005 - 01.2006
Admin Clerk: Claims Department
SANTAM INSURANCE
01.2004 - 01.2005
Some College (No Degree) - Early Childhood Education
Konnect
Certification - SMK 1;2;3 (30) CREDITS
Santam
Certification - Fundamentals of Project Management
Varsity College
Diploma -
Hatfield Business College