Fundiswa Tonisi
George
Summary
SUMMARY
Proven ability to add value in high-standard environments through effective teamwork and self-development. Experienced in optimizing operations to meet targeted goals while leveraging diverse skills. Committed to continuous improvement and achieving measurable results.
Overview
22
22
years of professional experience
Work History
Branch Manager
Liberty Life
George
08.2024 - 05.2025
- Oversaw branch monthly budget management while ensuring profitability through strategic financial planning.
- Drive company culture and goals by fostering collaboration and innovation among team members to enhance overall performance..
- Guarantee adherence to legal standards and internal company policies to foster a compliant operational environment.
- Ensure financial advisors remain informed on compliance updates by regularly monitoring Moonstone website.
- Handling customer issues and providing solutions that align with company policies and procedures.
- Manage the day-to-day running and administration of the branch.
- Building and maintaining relationships with both commercial and government worksites.
- Assist financial advisors with servicing their existing clients.
- Providing guidance, motivation, and support to Financial Advisors.
- Create a positive work environment that encourages collaboration and growth.
- Ensuring that the branch runs efficiently and profitably by setting and achieving sales targets.
- Manage and motivate Financial Advisors, including hiring, training, and performance evaluations.
- Joint fieldwork with Financial Advisors in bringing new business and achieving monthly branch targets.
- Monitor and review financial advisors' files using latest regulatory standards ensuring consistent supervision.
- Oversee and implement comprehensive occupational health and safety protocols within the branch.
Broker Consultant
Liberty Life
09.2021 - 07.2024
- Assist brokers with daily communications and operations.
- Travel alongside brokers to various municipalities and private companies for member visits.
- Deliver presentations to commercial and governmental worksites.
- Support the development of relationships with private companies, municipalities, and human resource departments.
- Facilitate ongoing communication with billing specialists and employer account managers to ensure timely lodging of new business.
- Aid brokers in negotiations and presentations to unions and company directors.
- Provide marketing materials and training resources to enhance brokers' sales of Liberty products.
- Compile and prepare monthly reports for management review.
- Participate in continuous training on insurance industry trends in South Africa and competitor analysis.
Broker Consultant
Discovery Health
09.2006 - 04.2021
- Assisted brokers through daily communication and support.
- Accompanied brokers during visits to municipalities and private companies to engage members.
- Delivered presentations to municipal workers and members regarding healthy living benefits and procedures for health conditions.
- Facilitated engagement with private companies, municipalities, and human resource departments by coordinating meetings and discussions to identify opportunities for new business..
- Coordinated efforts with discovery billing specialists and employer account contacts, focusing on reconciling billing schedules alongside stop order new business for the current month.
- Executed strategic negotiations and crafted compelling presentations for unions and directors of companies, supporting brokers in business growth initiatives.
- Facilitate targeted training sessions and develop customised marketing resources to support brokers in promoting discovery products effectively.
- Compiled monthly reports to support informed decision-making and strategic planning.
- Expanded discovery network of private hospitals, specialists, GPs, and pharmacies to enhance access to healthcare services.
- Facilitate ongoing training sessions focused on health matters in South Africa, evaluating competitor strategies and identifying best practices.
Service Consultant
Momentum
04.2003 - 08.2006
- Engage with walk-in medical aid members to address clinical queries, aiming to uphold service level agreements and enhance member experience.
- Managed all clinical queries through effective liaison with case managers, ensuring timely and accurate resolutions.
- Coordinated administration tasks efficiently to enhance operational effectiveness.
- Directed initiatives to enhance customer engagement and retention.
Education
CLASS OF BUSINESS - Insurance
FAIS EXCHANGE & MAIZ EDUCATION
01-2025
CPD 28Hours - Insurance
DISCOVERY INSTITUTE OF TRAINING
01-2025
Post Grad Diploma - Health Economics
University of Cape Town
01-2025
Grade 12 -
J. S. Skenjana Senior Secondary School
Dutywa01-1996
NQF Level 5 National Certificate - Wealth Management
INSETA
Certificate - RE5
Moonstone
Certificate - Key Individual (RE1)
Moonstone
Post Grad Diploma - Health Economics
University of Cape Town
Skills
- Computer skills
- Team player skills
- Leadership
- Supervision
- Good Time Management Skills
- Ambitious
- Patient
- Tolerant
- Exceptional communication skills
- Problem Solving
- Research
- Knowledge of Customer Services
- Knowledge of Public Health Services
- Strong relations with Worksites
Accomplishments
- Achieving Platinum Broker Consultation status (2011)
- Appointed 18 Financial Advisors on the First month as Area Sales Manager
- Monthly, quarterly and annual targets
Languages
Isi Xhosa
English
Zulu
basic Afrikaans
Personal Information
- ID Number: 7808030560089
- Date of birth: 08/03/78
- Nationality: South African
- Driving Licence: Code C1
- Marital status: Sepaated
References
- Mr Shaun Baatjies, MANAGER: Momentum, 031 573-4000, shaunb@momentum.co.za
- Mr Koena Molekoa, MANAGER: Discovery Health, 011 529-1962, 079 9787 266, koena@discovery.co.za
- Mr Odwa Mazwi, WD MANAGER: Liberty Life, 073 033 0652
Timeline
Branch Manager
Liberty Life
08.2024 - 05.2025
Broker Consultant
Liberty Life
09.2021 - 07.2024
Broker Consultant
Discovery Health
09.2006 - 04.2021
Service Consultant
Momentum
04.2003 - 08.2006
CLASS OF BUSINESS - Insurance
FAIS EXCHANGE & MAIZ EDUCATION
CPD 28Hours - Insurance
DISCOVERY INSTITUTE OF TRAINING
Post Grad Diploma - Health Economics
University of Cape Town
Grade 12 -
J. S. Skenjana Senior Secondary School
NQF Level 5 National Certificate - Wealth Management
INSETA
Certificate - RE5
Moonstone
Certificate - Key Individual (RE1)
Moonstone
Post Grad Diploma - Health Economics
University of Cape Town