Summary
Overview
Work History
Education
Skills
Certification
Timeline
Generic

Makgomo Agnes Makena

Pretoria

Summary

Dynamic and results-driven professional with over 10 years of experience in the insurance industry, specializing in customer service, broker support, quality control, sales support, and administrative operations. Proven ability to manage client relationships, provide accurate quotations, conduct audits, resolve complex queries, and ensure service delivery within agreed SLAs. Strong analytical, organizational, and communication skills with experience supporting stakeholders, handling confidential information, and improving operational processes. Committed to delivering excellence, driving efficiency, and contributing positively in customer-focused and administrative environments.

Overview

11
11
years of professional experience
1
1
Certification

Work History

Quality Control Specialist

Momentum Insure
Pretoria
07.2024 - 09.2025
  • Monitored and evaluated the quality of the service team, ensuring compliance with all relevant standards.
  • Documented quality issues and performance metrics for management review.
  • Provided vital information to inform feedback and formal training sessions.
  • Assessed data captured on business systems against established quality benchmarks.
  • Identified opportunities for process enhancements and system improvements.
  • Delivered actionable feedback to line managers, offering constructive recommendations for coaching team members.

Regional Assistant

Momentum Insure
Pretoria
08.2023 - 06.2024
  • Assisted in the monitoring of all key performance indicators relevant to the region.
  • Coordinated meetings, workshops, and functions, adhering meticulously to budgetary constraints.
  • Efficiently managed office supplies and equipment.
  • Prepared and verified invoices, ensuring timely payment arrangements.
  • Facilitated the onboarding process for new staff members.

Customer Service Administrator/ Consultant

Momentum Insure
Centurion
09.2020 - 07.2023

Administrator.

  • Supported management by performing various administrative tasks and conducting audits on unpaid limited mileage, multi-claimant, and renewal claims.
  • Assisted in tracking leads between sales and services daily to ensure effective communication.
  • Managed data on spreadsheets to create an organised and efficient workflow.

Consultant (working under supervision).

  • Engaged with clients and intermediaries professionally to resolve queries within agreed service level agreements (SLAs).
  • Took ownership of client complaints and ensured timely and effective resolution.
  • Investigated and escalated complex queries to relevant departments when necessary.
  • Provided accurate information, advice, and after-sales support in line with policy guidelines.
  • Captured and updated client information accurately on internal systems.
  • Completed administrative and reporting tasks within agreed timeframes.
  • Built and maintained strong relationships with clients and internal/external stakeholders.
  • Ensured compliance with legislative and regulatory requirements.
  • Identified process improvements to enhance service delivery and client experience.
  • Contributed to team collaboration, continuous improvement, and operational efficiency.

Broker Quote Consultant

Alexander Forbes Insurance
Pretoria, South Africa
11.2018 - 08.2020
  • Provided accurate insurance quotations to brokers in alignment with client requirements.
  • Reviewed risk information and secured necessary underwriting details.
  • Followed up on outstanding information to complete quotations.
  • Assisted brokers with policy amendments, renewals, and product-related queries.
  • Built and maintained strong professional relationships with brokers.
  • Ensured compliance with company guidelines and regulatory requirements.
  • Managed high volumes of email and telephonic queries effectively.

Sales Support Administration and Assistant Technical Underwriter

Alexander Forbes Insurance
Pretoria
11.2014 - 10.2018
  • Data capturing, assist with day-to-day administration.
  • Accurate uploading of documents to the DMS.
  • Ensure all checks are done on previous insurance and place notes on the system.
  • Check vehicle values and licence dates on TransUnion.
  • Ensure all information that deviates from the application is forwarded to the relevant business area.
  • Timeous feedback to BDCs and brokers on outstanding information.
  • Contribute to achieving daily new business targets.
  • Managing month-end pressure.
  • Confirm claims or unpaid with other insurance companies.
  • Check and verify supporting documents on the file.
  • Complete the task/file with questions and queries to determine the cover correctly.
  • Activate the policy.
  • Adhere to the turnaround time.

Education

Regulatory Exam, RE5 -

Moonstone
Gauteng, South Africa
12.2024

Cert Wealth Management, NQFL 5 - Wealth Management

Career Knowledge Development
South Africa
12.2017

Cert Road Transport Management - Road Transport Management

University of Johannesburg
Gauteng, South Africa
12.2013

Cert Financial Management, N4 - Financial Management

Tshwane North College
Gauteng, South Africa
12.2001

Grade 12, Matric -

Moreko Secondary School
Limpopo, South Africa
12.2000

Skills

  • Quality Control
  • Data Analysis
  • Administration
  • Auditing
  • Report Generation
  • Office Management
  • Insurance knowledge
  • Communication
  • Teamwork
  • Customer services
  • Problem-solving
  • Organisational skills
  • Attention to detail
  • Adaptability
  • Time management

Certification

  • Lean Six Sigma, White Belt Certification
  • Lean Six Sigma training, Yellow Belt Certification
  • Power BI and AI 8-hour course, Microsoft

Timeline

Quality Control Specialist

Momentum Insure
07.2024 - 09.2025

Regional Assistant

Momentum Insure
08.2023 - 06.2024

Customer Service Administrator/ Consultant

Momentum Insure
09.2020 - 07.2023

Broker Quote Consultant

Alexander Forbes Insurance
11.2018 - 08.2020

Sales Support Administration and Assistant Technical Underwriter

Alexander Forbes Insurance
11.2014 - 10.2018

Regulatory Exam, RE5 -

Moonstone

Cert Wealth Management, NQFL 5 - Wealth Management

Career Knowledge Development

Cert Road Transport Management - Road Transport Management

University of Johannesburg

Cert Financial Management, N4 - Financial Management

Tshwane North College

Grade 12, Matric -

Moreko Secondary School
Makgomo Agnes Makena