Chloe Witbooi
Finance And Insurance Advisor
Cape Town,WC
Summary
Dynamic finance and insurance professional with a proven track record at We Buy Cars, excelling in operational efficiency and insurance underwriting. Expertly developed tailored financial plans and enhanced compliance, while fostering strong client relationships. Adapt at pricing strategy and portfolio management, ensuring optimal outcomes for clients and the organization.
Overview
10
10
years of professional experience
Work History
Finance and Insurance Manager
We Buy Cars
01.2021 - Current
- Drive regulatory compliance by staying informed on industry changes and ensuring adherence to all relevant laws and regulations.
- Provided expert advice on insurance options, tailoring coverage plans to suit individual client requirements.
- Developed comprehensive financial plans for clients to achieve short-term and long-term goals.
Personal Assistant
Hereford Group
01.2020 - 01.2021
- Responded to emails and other correspondence to facilitate communication and enhance business processes.
- Assisted in the preparation of presentations and reports, contributing to well-informed decision making.
- Oversaw personal and professional calendars and coordinated appointments for future events.
- Maintained confidentiality and discretion while handling sensitive information relevant to company operations.
Claims Administrator
Direct Independent Brokers
01.2016 - 01.2019
- Started as a receptionist in the company, managing the switchboard, and got promoted to the claims department office
- Balanced workload effectively, prioritizing tasks to ensure timely completion of all claim-related responsibilities.
- Developed easy-to-understand reports for management, detailing key metrics and performance indicators of the claims department.
Education
Certificate - Financial Services
Moonstone Online Business School
Cape Town, South Africa 04.2001 -
High School Diploma -
Eben Donges High School
Cape Town, South Africa 04.2001 -
Skills
Operational efficiency
Insurance underwriting
Pricing strategy
Portfolio management
Timeline
Finance and Insurance Manager
We Buy Cars
01.2021 - Current
Personal Assistant
Hereford Group
01.2020 - 01.2021
Claims Administrator
Direct Independent Brokers
01.2016 - 01.2019
Certificate - Financial Services
Moonstone Online Business School
04.2001 -
High School Diploma -
Eben Donges High School
04.2001 -