With a proven track record at Hollard Marine Insurance, I excel in client management and risk mitigation, showcasing exceptional negotiation expertise and a deep understanding of insurance. My career is marked by fostering strong relationships and driving strategic improvements, evidenced by my ability to seamlessly manage complex portfolios and ensure compliance.
Overview
8
8
years of professional experience
Work History
Internal Broker Consultant
Hollard Marine Insurance
Parktown
02.2021 - Current
Overseeing and guiding work of the UA's ensuring respective UA is coping and completing their work timeously
Quoting and Issuing of Policies for all Classes of Business, excluding FAC and Pleasure Craft.
Requesting Surveys for Renewal, sending respective requirements to Broker, undertaking regular follow ups.
Credit Control Queries (if relating to entry raised by the individual).
Updating relevant registers within the environment (renewals, registrations).
Auto Renew policies on the System.
RI Bordereaux – Send to RI Department.
Updating relevant registers within the environment (Eg renewal register).
Established long-term relationships with clients through consistent communication and exceptional customer service.
Participated in industry conferences and networking events to stay current on best practices.
Conducted comprehensive market research, staying up-to-date on trends and developments within the industry.
Underwriting Administrator
Hollard Marine Insurance
Parktown
06.2018 - 12.2021
Technical expertise: Ensuring policy transactions (quotes, new business,
endorsements, renewals, post loss, cancellations) are issued with changes recorded accurately and in a timely manner.
Rating and/or capturing transactions to the core
business system.
Processing: Accurate and timely data capturing of quotes, new business renewals, endorsements, declarations and post loss adjustments.
Completing transactions within delegated authority limits, within set standards that correlate with relevant regulations recorded in the underwriting manual and service level agreements.
Continuous Process Improvement: Verifying compliance of processes, policies, procedures including and identifying areas for improvement.
Customer service: Provided exceptional customer service to both internal and external stakeholders through prompt response times and thorough issue resolution efforts.
Assisted Brokers with issues including but not limited to underwriting processing duties, technical advice and more.
Effective and timeous communication: Facilitated communication between departments, ensuring smooth operation and timely completion of tasks within the company turnaround time of 24hrs.
Risk Management: Requested surveys and follow ups on recommendations. Consult with broker consultants on business placed outside minimum rating criteria.
Diary: Extracting and manageing daily diary files.
Recordkeeping: Ensure all registers, documents, and emails are consistently updated and maintained.
Variance Management: Comply with Hollard's standards. Developed action plans and followed up on corrective actions for all variances.
Quality control: Ensuring Quality standards are adhered to at all times.
Employee Growth: Taking charge of my career development by engaging in regular discussions with key stakeholders.
Administrator
Planet Fitness
Johannesburg, South Africa
02.2018 - 12.2018
Handled sensitive information discreetly, maintaining strict confidentiality at all times as required by company policy or legal regulations.
Managed office inventory levels, ensuring adequate supplies were available while minimizing waste and unnecessary spending.
Maintained personnel records and updated internal databases to support document management.
Established an organized filing system that streamlined document retrieval and reduced misplaced files.
Checking and verifying information recorded on gym contracts in terms of compliance to club requirements;
Receiving and logging queries received from CRM (Customer Relationship Managers);
Verifying proof of payments received on club membership fees as well as ad hoc payments received;
Capturing of payments made and forwarding to Accounts Department timeously;
Inputting/updating sales figures in accordance with membership contracts acquired;
Streamlined invoice processing, reducing average payment turnaround time.
Office Administrator
Perrys Driving School
Johannesburg
02.2017 - 11.2017
Coordinated communications, financial processing, registration, recordkeeping, and other administrative functions.
Keeping records of appointments made with driving instructors on excel;
Managed payroll processing for staff, ensuring accuracy and timely disbursement of salaries.
Reduced administrative errors by diligently proofreading office documents and maintaining accurate records.
Improved office efficiency by streamlining filing systems, ensuring documents were easily accessible.
Reminding, arranging and confirming appointments with students;
Creating and updating excel spreadsheets in respect of driving lessons completed and progress of students;
Capturing large amounts of data, and updating databases;
Attending to documentation, arranging, recording and filing accurately and timeously;
Business Marketing: Developing and implementing effective strategies to promote and grow the business.
Student Liaison: Handling student queries on various issues, including pricing and other relevant information;
Assisting the director with visiting and making appointments at the licensing department;
Adhoc tasks;
Trainee Electrical Engineer
CSK Electrical
Durban
04.2016 - 01.2017
Installation of relays, isolators, PLC’s and switchgears;
Supervised staff in allocating correct wiring, installations of busbars;
Building and rearranged electrical panels according to a specific design, labeling electrical panels to the corresponding machinery;
Ensuring risk assessments and registers have been signed by staff;
Creating excel spreadsheets for recording of work completed by engineers;
Assisting with the creation of presentations for electrical installation procedures on Ms Powerpoint;
Administrative tasks ie; recording of time sheets, preparing correspondence to contractors, assisting with preparing of tenders, invoicing manufacturers;
Keeping a record and loading data on excel spreadsheets of work completed ensuring deadlines are met;
Effective time management when meeting deadlines;
Assisting the commissioning engineer with any adhoc tasks as and when required.
Reason for leaving – Contract ended, and albeit enjoying my work as a trainee electrical engineer, I decided to pursue a career in a different field.
Education
Bachelor of Commerce - Bachelor of Commerce (714) - Short-term Insurance
Milpark Business School
05.2027
No Degree - Higher Certificate in Short-term Insurance
Milpark Business School
06.2022
No Degree - Iumi Cargo Tutorial
Internation Union of Marine Insurance
03.2020
No Degree - Business Administration And Management
Damelin
09.2018
Skills
Client management
Negotiation expertise
Portfolio Management
Industry Awareness
Financial Acumen
Business relationship building
Documentation abilities
Relationship Management
Compliance adherence
Risk Mitigation
Business Growth
Compliance requirements
Documentation expertise
Financial Analysis
Insurance understanding
Technical aptitude
Claims reporting systems
Teamwork and Collaboration
Customer Service
Problem-Solving
Time Management
Attention to Detail
Problem-solving abilities
Multitasking
Reliability
Excellent Communication
Critical Thinking
Computer Skills
Organizational Skills
Team Collaboration
Active Listening
Effective Communication
Client management
Decision-Making
Relationship Building
Microsoft Office
Task Prioritization
Self Motivation
Interpersonal Skills
Client Relations
Analytical Thinking
Goal Setting
Risk Assessment
Professionalism
Interpersonal Communication
Strategic Planning
Prospecting and Networking
Continuous Improvement
Adaptability
Written Communication
Customer Needs Assessment
Leads Prospecting
Financial Reporting
Records Management
Professional Demeanor
Problem-solving aptitude
Dispute Resolution
Data Gathering
Market Trends
Account Management
Lead prospecting
Data Verification
Cost Calculation
Compliance risk management
Client management
Timeline
Internal Broker Consultant
Hollard Marine Insurance
02.2021 - Current
Underwriting Administrator
Hollard Marine Insurance
06.2018 - 12.2021
Administrator
Planet Fitness
02.2018 - 12.2018
Office Administrator
Perrys Driving School
02.2017 - 11.2017
Trainee Electrical Engineer
CSK Electrical
04.2016 - 01.2017
Bachelor of Commerce - Bachelor of Commerce (714) - Short-term Insurance
Milpark Business School
No Degree - Higher Certificate in Short-term Insurance
Milpark Business School
No Degree - Iumi Cargo Tutorial
Internation Union of Marine Insurance
No Degree - Business Administration And Management