Lee-Anne Mc Kechnie
Director
Horizon Park
Summary
I offer a prospective employer the following personal qualities: Sound Secretarial experience Administrative, debtors and credit control skills Work well under pressure Can work as a member of a team or unsupervised Determined, disciplined and very competitive Highly motivated to reach my goals Loyal, trustworthy, professional and ethical
Overview
27
27
years of professional experience
9
9
Certifications
1
1
Language
Work History
Director
Lereko Brokers (Pty) Limited
06.2016 - Current
- Company Overview: Brokerage
- Sourcing competitive quotations for clients
- Placing policies with the correct insurer
- Managing client’s collateral funds
- Sourcing new business
- Engaging with insurers with regards to product offerings
- Meeting clients to discuss client profiles
- Following up on outstanding payments
- Growing with business
- Meeting with relevant industry stakeholders
Executive: Alternative Risk Transfer (Funding Department)
PCBS (Performance & Customs Bond Service)
03.2013 - 05.2019
- Company Overview: Underwriting Management Agency
- Reconciliation of Clients funds
- Managing and maintenance of the Guardrisk invoice register
- Allocating payments to the respective underwriting year
- Reconciliation of Standard Bank account payments
- Escape premium and debit order collections
- Answering queries telephonically, e-mail queries on income statements and conversion on Guardrisk income statements to Excel
- Submitting endorsement requests
- Signing off of Policy wordings
- Maintaining and updating of payment arrangement register
- Banking of Polico and Guardrisk cheques
- Requesting payments from Guardrisk to settle Polico invoices
- Requesting income statements for extension invoices
- Requesting client income statements for refunds
- Calculating available client funds
- Attending meeting with Clients and Guardrisk wrt art and funding
- Broker training on art and income statements
Twin Executive roles: Alternative Risk Transfer and Underwriting
PCBS (Performance & Customs Bond Service)
08.2012 - 02.2019
- Funding, Alternative Risk Transfer:
- Reconciliation of Client funds
- Managed and maintained the Guardrisk invoice register
- Allocated payments to the respective underwriting year
- Income statement queries
- Polico payments and internal transfers
- Attended meetings with Clients
- Broker training on art and income statements
- Explained Guardrisk income statements to Clients
- Underwriting:
- Cross checked new Clients documentation with facility check list
- Liaised with Broker and Legal Attorney
- Generated Client quotation with information provided
- Generated Polico Africa and Guardrisk invoices per contract
- Prepared and issued guarantees
- Assisted Broker and Clients telephonically, via e-mail and with queries
- Arranged and attended Client visits every three months
Accounts Assistant
PCBS (Performance & Customs Bond Service)
03.2008 - 03.2013
- Payment of day to day creditors
- Produced creditor ageing analysis
- Performed debtor collection
- Bank reconciliation for FNB
- Bank reconciliation for Standard Bank
- Compiled Client income statement according to deposit made by means of debit orders
- Controlled petty cash
- Updated Client files and facility limits
Accounts Assistant
ESCAPE (Electronic Supply Chain and Procurement Enterprise) (Pty) Ltd, Johannesburg
12.2006 - 02.2008
- Company Overview: Supply Chain and Procurement Services and Solutions Provider
- Facilitated debit order request from Clients to Bank
- Loaded premium payments for various clients
- Managed Client accounts and queries
- Attended to RF queries
- Reconciliation of Client accounts
Creditors Controller – all regions
The Car Trader (Pty) Ltd, Johannesburg
01.2006 - 12.2006
- Company Overview: Publishes automotive magazines and operates an online portal for the sale and purchase of motor vehicles in South Africa
- Reason for leaving: Wanted to do something new
Credit Controller (Debtors)/ Stationery Buyer
The Car Trader (Pty) Ltd, Johannesburg
06.2004 - 01.2006
- Reason for leaving: Promoted
Incoming Receptionist
The Car Trader (Pty) Ltd, Johannesburg
04.2004 - 06.2004
- Reason for leaving: Opportunity for growth
PA/ Administrator
The Car Trader (Pty) Ltd, Cape Town
06.1999 - 03.2004
- Reason for leaving: Relocated to Johannesburg
Typist/ Secretary
The Church of the Resurrection, Bonteheuwel
01.1999 - 06.1999
- Reason for leaving: Contract expired
Education
NQF Level 6 -
Unisa
01.2016
Grade 12 - English, Afrikaans, Accounting, Business Economics, Typing, Mathematics
Bonteheuwel Secondary School
01.1998
Skills
- Management, leadership and supervisory skills
- Training and mentoring
- Auditing and finance
- Client visits and customer relations
- Management accounting
- Financial year-end accounts
- Broker and underwriting assistance
- Reporting and budgeting
- Pastel experience
Certification
JBCC Suite of Contracts 2-Day Short Course, Alusani Skills and Training Network - SAICE (2014)
References
Hellen, Mopedi, Director, 072 555 5301, Lereko Brokers (Pty) Ltd
Interests
Travelling, Singing and dancing, interacting with people, socialising
PERSONAL DATA
- Surname: Mc Kechnie
- First names: Lee-Anne
- ID number: 810122 0197 089
- Gender: Female
- Marital Status: Single
- Driver’s Licence: Yes
- Nationality: South African
- Criminal Offences: None
- Health: Excellent
- Computer Literacy: Ms Word, Excel, Outlook, Sage Accounting Package, Apple Mac, Lotus Smart Suite
Affiliations
Directors Association
Timeline
Director
Lereko Brokers (Pty) Limited
06.2016 - Current
Executive: Alternative Risk Transfer (Funding Department)
PCBS (Performance & Customs Bond Service)
03.2013 - 05.2019
Twin Executive roles: Alternative Risk Transfer and Underwriting
PCBS (Performance & Customs Bond Service)
08.2012 - 02.2019
Accounts Assistant
PCBS (Performance & Customs Bond Service)
03.2008 - 03.2013
Accounts Assistant
ESCAPE (Electronic Supply Chain and Procurement Enterprise) (Pty) Ltd, Johannesburg
12.2006 - 02.2008
Creditors Controller – all regions
The Car Trader (Pty) Ltd, Johannesburg
01.2006 - 12.2006
Credit Controller (Debtors)/ Stationery Buyer
The Car Trader (Pty) Ltd, Johannesburg
06.2004 - 01.2006
Incoming Receptionist
The Car Trader (Pty) Ltd, Johannesburg
04.2004 - 06.2004
PA/ Administrator
The Car Trader (Pty) Ltd, Cape Town
06.1999 - 03.2004
Typist/ Secretary
The Church of the Resurrection, Bonteheuwel
01.1999 - 06.1999
Grade 12 - English, Afrikaans, Accounting, Business Economics, Typing, Mathematics
Bonteheuwel Secondary School
NQF Level 6 -
Unisa
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