Kelebogile Tsomagae
Soweto,South Africa
Summary
Commission Accuracy Oversight and Broker-Operations Premium Allocation Management Prudently manage premium allocation, fostering precision in commission calculations, and ensuring timely compensation to both brokerage partners and operations teams.
Strong commitment to data integrity and compliance, effectively handling customer inquiries while validating data from various brokerage sources to maintain accuracy.
Reporting and Quality assurance of policy data and Claims approval and administrations
Skilled in conducting underwriting checks and issuing essential documentation, including policy schedules and disclosure notices
Expert in policy administration with a focus on precise onboarding of policyholders and beneficiaries.
Skilled in conducting underwriting checks and issuing essential documentation, including policy schedules and disclosure notices.
Proficient in managing debit orders and processing policy amendments, ensuring accurate updates to contact information and coverage amounts.
Commission Accuracy Oversight and Broker-Operations Premium Allocation Management Prudently manage premium allocation, fostering precision in commission calculations, and ensuring timely compensation to both brokerage partners and operations teams.
Strong commitment to data integrity and compliance, effectively handling customer inquiries while validating data from various brokerage sources to maintain accuracy.
Vigilantly follow up on all compliance-related outstanding issues, ensuring their expeditious resolution and closure.
Debit Order Admin: Set up, amend or change stop order/debit orders mandates
Updating details: Change contact info, beneficiaries, add/remove family members on family plan
Handle amendments: Process increases in cover and decreases in cover amount and replacement policies
Process policy continuations and communicating quotation fees and premium payments
Payment communication and Arrangements and payment Allocations from Bank Statements
Commission Consolidation and Ad hoc payment arrangements on existing books
Updating and processing existing group policies and processing policy details into the correct scheme on administration system
Issuing of policy details according to the chosen communication form chosen by client
Updating and maintaining policy records, identify and escalate priority issues and documenting all information according to the standard operating procedures
Overview
11
11
years of professional experience
8
8
years of post-secondary education
Work history
Policy Services Administrator
Rand Mutual Assurrace
Parktown , Gauteng
2020.01 - Current
Policy Setup and Onboarding: Load policyholder and beneficiary details accurately onto the system.
Underwriting checks: Verify personal details, verify age, waiting periods and exclusions per the policy wording
Issue documentation: Generate policy schedules, welcome packs and disclosure notices
Debit Order Admin: Set up, amend or change stop order/debit orders mandates
Updating details: Change contact info, beneficiaries, add/remove family members on family plan
Handle amendments: Process increases in cover and decreases in cover amount
Process policy continuations
Data integrity: Audit policy data for errors wrong ID number or duplicate members cause claim delay
Claims: policy administration during claim stage
Communication of payment schedules and schemes payment arrangement debit orders
Monthly and daily reporting of updated policies
Treating Customer Fairly: Monitor complaints, ensure clear communication is provided. And handle any general inquiries from RMA stakeholders
Compliance and Regulations: Ensuring policy adherence to the ISO requirements, Adherent to the business standard operations
Claims administrator
AON Benfield
Sandton, Gauteng
2015.01 - 2016.03
Processing proportional and non-proportional claims
Processing direct payments
Running APJ reports
Solving client queries
Managing to work under pressure
Being able to apply different currencies
Understanding Reinsurance Industry.
Solving Clients queries
Allocating claims
Updating Slips
Working on Programme Structures
Working on Reinsurance programmes
Updating S&P Financial Strength Ratings
Updating Various Reinsurer Information
Doing Post Renewal Presentations
· Updating Various Reinsurer Quotes
· Renewal Packs
Education
BTECH in Local Government Finance - Finance
Tshwane University of Technology
2010.01 - 2014.04
NQF Level 4 Certificate Long Term Insurance - Insurance
BRC
Sandton 2019.01 - 2020.02
NQF LEVEL 4 Short Term Insurance - Insurance
FAISIT
Sandton, Gauteng 2016.01 - 2017.01
Wealth Management NQF Level 5 - Insurance
Gifs Graduate Institute of Financial Science
Johannesburg, Gauteng 2022.02 - 2023.02
National Certificate in Project Management NQF 5 -
Advanced Assessment and Training
Johannesburg, Gauteng 2021.03 - 2022.04
Skills
Computer Skills: Microsoft Excel 2013 Basic and Intermediate
Communication: Possesses very good interpersonal skills, able to develop and maintain relationships with internal and external stakeholders Good writing ability, with a developing presentation skill
Interpersonal Skills: Can read interpersonal dynamics accurately with understanding
Teamwork: Works confidently and effectively in a group Able to respect and manage the contributions of team members Possesses the ability to achieve optimal outcomes, through motivating and supporting team members
Strategic Skills: Establishing objectives, actions, required resources
Learning Capability: Able to quickly understand and use new abstract, conceptual information required to carry out the objectives
Self-Motivation: Highly committed; strong follow-through; and resilient
Focus: Able to see and work towards big-picture outcomes, accountable and professional
Result Driven: Set high performance standards for self
Organisational and Administrative Skills: Strategic and logical thinker, problem solving skills and paying attention to detail
Languages
English
Fluent
Tswana
Native
Zulu
Fluent
Carrer Objective
To secure a position that will assist me to explore and maximize my full potential and acquire new skills, ideally within my current employer where there is a great culture that is client centric and growth focused, a culture of discipline and continually encourages self-development for employees.
Result driven Administrator within the Social Insurance environment, creating success by being customer centric and delivering business values.
References
References available upon request.
Timeline
Wealth Management NQF Level 5 - Insurance
Gifs Graduate Institute of Financial Science
2022.02 - 2023.02
National Certificate in Project Management NQF 5 -
Advanced Assessment and Training
2021.03 - 2022.04
Policy Services Administrator
Rand Mutual Assurrace
2020.01 - Current
NQF Level 4 Certificate Long Term Insurance - Insurance
BRC
2019.01 - 2020.02
NQF LEVEL 4 Short Term Insurance - Insurance
FAISIT
2016.01 - 2017.01
Claims administrator
AON Benfield
2015.01 - 2016.03
BTECH in Local Government Finance - Finance
Tshwane University of Technology
2010.01 - 2014.04