Summary
Overview
Work history
Education
Skills
Languages
Timeline
Generic
Given Matshinye

Given Matshinye

Meadowlands,South Africa

Summary

Dynamic professional with a strong foundation in problem-solving, resourcefulness, and strategic planning. Adept at fostering team cohesion through effective communication and leadership, while excelling in high-pressure environments. Skilled in upselling techniques and leveraging multilingual abilities to enhance client engagement and drive results. Committed to delivering excellence through innovative strategies and collaborative efforts.

Overview

17
17
years of professional experience

Work history

Portfolio Consulatant (Commercial Underwriting)

Telesure Investment Holdings (Renasa)
Dainfern, Gauteng
2023.08 - Current
  • Responsible for claims reporting by preparing and distributing daily claims reports for our partners. Compiles and delivers monthly and mid-month reports for VAPS and RTU.
  • Review and process approvals for UMAs and brokers to maintain compliance and efficiency.
  • Responsible for general commercial underwriting, queries, ensuring timely and accurate resolutions.
  • Oversees communication and referral processes with UMA partners, ensuring seamless collaboration within the TIH advisory group.
  • Developed and maintained strategic relationships with intermediaries, strengthening collaboration and driving sustained business growth

New Business Consultant (Sales & Underwriting)

Meliorleaf Insurance
Johannesburg, Gauteng
2015.03 - 2023.07
  • Assist in driving new business sales by presenting insurance products and responding to client queries effectively.
  • Support clients in registering and following up on claims to ensure smooth resolution and satisfaction.
  • Maintain records and reports that contribute to operational efficiency.

Service Consultant

Capitec Bank Ltd
Johannesburg, South Africa
2013.04 - 2014.07
  • Assisted clients with banking needs, including account openings, loan applications, and credit approvals.
  • Captured and verified client data to ensure accuracy and compliance with regulations.
  • Supported clients during transitions to Capitec, facilitating smooth onboarding processes.
  • Produced daily performance reports and collaborated with colleagues to enhance service delivery.
  • Provided support to peers and management to meet business unit objectives.

Call Centre Agent, Customer Interactive Centre

MTN SA
Fairlands, South Africa
2009.09 - 2010.05
  • Managed high-volume inbound calls to consistently meet targets daily.
  • Achieved first-call resolution.
  • Facilitated escalation of technical issues to relevant teams for prompt resolution.
  • Complied with contact centre policies and performance standards.

Education

Bachelor of Commerce in Accounting - Financial Accounting, Auditing, Taxation, Business Law

Regent Business School
Johannesburg, Gauteng
2026.01 -

RE 5 - Fais Regulatory Exam for representatives

Financial Planning Institution
Johannesburg, Gauteng
2018.04 - 2018.04

Skills

  • Problem-solving and resourcefulness
  • Effective communication
  • Team building and leadership
  • Strategic planning
  • Upselling and multilingual skills
  • Calm under pressure

Languages

English
Fluent

Timeline

Bachelor of Commerce in Accounting - Financial Accounting, Auditing, Taxation, Business Law

Regent Business School
2026.01 -

Portfolio Consulatant (Commercial Underwriting)

Telesure Investment Holdings (Renasa)
2023.08 - Current

RE 5 - Fais Regulatory Exam for representatives

Financial Planning Institution
2018.04 - 2018.04

New Business Consultant (Sales & Underwriting)

Meliorleaf Insurance
2015.03 - 2023.07

Service Consultant

Capitec Bank Ltd
2013.04 - 2014.07

Call Centre Agent, Customer Interactive Centre

MTN SA
2009.09 - 2010.05
Given Matshinye