Microsoft Excel, PowerPoint and Word
Kendra Edwards
Underwriting And New Business Consultant
Johannesburg
Summary
Dynamic Underwriting and New Business Consultant at Lombard Insurance Company, adept at optimising operational workflows and enhancing financial reporting accuracy. Proven problem-solver with strong data analytics skills, driving strategic decision-making and fostering collaboration across the Partnerships team. Successfully demonstrating adaptability and resilience in a fast-paced environment.
Overview
4
4
years of professional experience
Work History
Underwriting and New Business Consultant
Lombard Insurance Company
Johannesburg
01.2024 - Current
- Optimised operational workflows by conducting thorough process audits, identifying bottlenecks, inefficiencies, or redundancies requiring elimination or improvement.
- Streamlined internal processes to boost efficiency and reduce time spent on administrative tasks.
- Gathered, documented, and modeled data to assess business trends.
- Produced detailed and relevant reports for use in making business decisions.
- Compiled data and gave professional presentations, highlighting the progress and growth of the company.
- Detected and corrected mistakes early on and implemented systems to avoid recurring issues.
- Improved financial reporting accuracy through meticulous data analysis and reconciliation efforts.
- Streamlined month-end processes, resulting in reduced time spent on financial reporting tasks.
- Facilitated smoother audit processes by maintaining organised and comprehensive financial documentation.
- Prepared working papers, reports and supporting documentation for audit findings.
- Enhanced financial accuracy by reconciling bank statements and financial records monthly.
- Enhanced the company's market presence through networking, attending conferences, and participating in industry events.
- Facilitated month-end and year-end closing processed to support accuracy and completeness of financial reports.
- Strengthened internal controls through regular review of policies and procedures, identifying areas for improvement or clarification.
- Supported audit preparation efforts by compiling relevant documents and addressing auditor inquiries promptly.
- Prepared budgets, enabling better financial planning, and resource allocation.
- Demonstrated problem-solving skills in addressing complex challenges, leading to increased project success rates.
- Streamlined communication processes with cross-functional teams to ensure timely delivery of analytics insights and recommendations.
- Interpreted business questions and collaborated with engineering teams to identify data sources.
- Leveraged text, charts and graphs to communicate findings in understandable format.
- Monitored and tracked project progress to support timely completion.
- Conducted quality assurance to verify accuracy of data used in IT projects.
- Monitored project performance to identify areas of improvement and make adjustments.
- Prepared detailed reports on project status for stakeholders, ensuring transparency and alignment with objectives.
- Developed strong relationships with brokers, leading to a higher volume of quality submissions and successful underwriting.
- Reduced underwriting cycle times, prioritising urgent applications and employing effective time management strategies.
- Assisting with policy renewals in a timely manner.
- Prepare documents and reports for reinsurance purposes.
- Studied insurance industry changes, remaining up-to-date with latest trends and protocols.
- Skilled at working independently and collaboratively in a team environment.
- Passionate about learning and committed to continual improvement.
- Managed time efficiently in order to complete all tasks within deadlines.
- Worked flexible hours across night, weekend, and holiday shifts.
- Demonstrated respect, friendliness and willingness to help wherever needed.
- Strengthened communication skills through regular interactions with others.
- Paid attention to detail while completing assignments.
- SASRIA financial submissions, audit findings, and loading of coupons.
- Proved successful working within tight deadlines and a fast-paced environment.
- Organised and detail-oriented with a strong work ethic.
- Used strong analytical and problem-solving skills to develop effective solutions for challenging situations.
- Monitored and controlled data upload, checking for successful data import and quality.
- Conducted in-depth analyses to uncover trends and insights, driving strategic decision-making.
- Developed strong relationships with internal and external stakeholders by consistently delivering high-quality work and maintaining open communication channels.
Insurance Underwriting Assistant
Lombard Insurance Company
Johannesburg
08.2023 - 12.2023
- Supported senior underwriters in evaluating complex applications, ensuring thorough analysis and accurate decision-making.
- Enter data into underwriting systems (Mobillity quoting application); maintain policy and client files.
- Assist in the preparation of quotes, binders, policy documents, endorsements, and renewals.
- Ensure full compliance with underwriting guidelines and regulatory requirements.
- Coordinate with brokers and the internal team to address queries and gather additional information.
- Prepare and load invoices for payment.
- Responded to broker requests via telephone and email, and effectively answered questions and inquiries.
- Proofread and edited documents for accuracy and grammar.
Au Pair
Pruett Household
Johannesburg
01.2022 - 07.2023
- Acted as a responsible role model by demonstrating respect, kindness, and healthy habits to the host family's children.
- Maintained open communication with parents regarding their children's progress, needs, and any concerns that arose during the au pair placement period.
- Managed daily schedules effectively, ensuring punctuality for school drop-offs and pick-ups as well as extracurricular activities.
- Supported emotional development through empathetic listening and guidance during difficult situations or conflicts.
Education
Bachelor of Commerce in Accounting -
Milpark Education
Online 04.2001 -
Certificate - Digital Marketing
University of Cape Town
Cape Town, South Africa 04.2001 -
Bachelor of Commerce in Accounting -
Milpark Education
Stellenbosch, South Africa 04.2001 -
Primary And Secondary Education -
De La Salle Holy Cross College
Victory Park, South Africa 04.2001 -
Skills
Adaptability and resilience
Financial forecasting
Planning and execution
Operations management
Business analysis
Data analytics
Presentation skills
Project management
Teamwork and collaboration
Interpersonal skills
Data-driven decision making
Problem-solving aptitude
Software
Mobillity Quote Application
Mobillity Dashboard - PowerBI
Timeline
Underwriting and New Business Consultant
Lombard Insurance Company
01.2024 - Current
Insurance Underwriting Assistant
Lombard Insurance Company
08.2023 - 12.2023
Au Pair
Pruett Household
01.2022 - 07.2023
Bachelor of Commerce in Accounting -
Milpark Education
04.2001 -
Certificate - Digital Marketing
University of Cape Town
04.2001 -
Bachelor of Commerce in Accounting -
Milpark Education
04.2001 -
Primary And Secondary Education -
De La Salle Holy Cross College
04.2001 -
Similar Profiles
Lana BoguckiLana Bogucki
Risk Analyst at Santam Insurance LimitedRisk Analyst at Santam Insurance Limited
Rakesh Kumar PattnaikRakesh Kumar Pattnaik
Unit Sales Manager at Icici Lombard General Insurance Company LimitedUnit Sales Manager at Icici Lombard General Insurance Company Limited
Vishal SinghVishal Singh
Unit Sales Manager at ICICI Lombard General Insurance company LTDUnit Sales Manager at ICICI Lombard General Insurance company LTD
Ezekiel NxumaloEzekiel Nxumalo
Business Analyst, Test Specialist, Test Automation Consultant at Lesedi Pts Pty Ltd Contracted to BMW IT HUBBusiness Analyst, Test Specialist, Test Automation Consultant at Lesedi Pts Pty Ltd Contracted to BMW IT HUB
Lethabo MalukaLethabo Maluka
Job Shadowing at Thelle Mogoerane HospitalJob Shadowing at Thelle Mogoerane Hospital