Ongama Degrattia Nongindzi
Financial Advisor For Short-term Insurance
Durban
Summary
Experienced short-term insurance financial professional with a successful history of providing comprehensive financial advice and solutions. Demonstrated expertise in analyzing complex data and developing effective financial strategies. Collaborative team player dedicated to achieving client satisfaction and adept at adapting to new dynamic market products.
Overview
11
11
years of professional experience
2025
2025
years of post-secondary education
2
2
Certifications
2
2
Languages
Work History
Financial Advisor for Short-term Insurance
WM Du Preez Financial Services
03.2016 - Current
- Developed and updated comprehensive client portfolios.
- Responds to client inquiries about short-term insurance products and services.
- Addressed client inquiries related to short-term insurance claims, products, and services.
- Managed incoming phone calls, inquiries and requests effectively.
- Managed relationships with clients, focusing on streamlined book handling processes.
- Provided administrative support services.
- Generate and file various financial documents including quotations, claims, proposals and renewals.
- Collected information, facilitated follow-ups, and created comprehensive summaries.
- Diary management including scheduling appointments and following up on diary requests to ensure appropriate and constructive allocation of time.
- Facilitated communication between cross-functional teams and external partners.
- Performed comprehensive needs analysis.
- Stay informed about the new products in the industry.
- Met ongoing professional development goals set by the industry.
Waitress
Silver Spear Spur
10.2013 - 01.2014
- Kept dining area spotless, fostering delightful guest experiences.
- Handled high-pressure situations with composure, maintaining excellent service standards even during busy shifts.
- Exhibited strong multitasking abilities, balancing multiple tables and orders while delivering prompt service.
Education
Grade 12 - undefined
Bizana Village Senior Secondary School
ND - Human Resource Management
Mangosuthu University of Technology
NQFL4 - Short-term Insurance
ARTG (African Resource Training Group)
NQFL5 - Underwriting
Invuya Training
Identity
9309160757080, 09/16/93, South African, Single, Female,Home language IsiXhosa
Accomplishments
RE5 - Regulatory exam for Representative
FAIS credits
Certification
Human Resources Management
Timeline
NQF4: Short-term Insurance (personal lines and commercial lines)
03-2017
Financial Advisor for Short-term Insurance
WM Du Preez Financial Services
03.2016 - Current
Human Resources Management
12-2015
Waitress
Silver Spear Spur
10.2013 - 01.2014
Grade 12 - undefined
Bizana Village Senior Secondary School
ND - Human Resource Management
Mangosuthu University of Technology
NQFL4 - Short-term Insurance
ARTG (African Resource Training Group)
NQFL5 - Underwriting
Invuya Training
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