Vanessa Sharon Charnley

• Company Overview: Insurance – Binder Holder to Capital Alliance Group Risk
• 5 direct reports
• Responsible for all servicing
• Responsible for installations, revisions and terminations, claims and underwriting
• Submitting monthly reports to management

• Company Overview: Insurance – Binder Holder to Capital Alliance Group Risk
• Sell the services and solutions that KeyRisk offer
• Maintain and grow a strong client base.
• Find new business opportunities.
• Maintain a healthy pipeline for future deals.
• Respond to new and current client base regarding complaints and service enquiries.

Independent trustee to the Euphoria Umbrella Provident Fund administered by Lifesense. The administration moved to Kula Partners Employee Benefits eff December 2022.

• Company Overview: Insurance
• Sell the services and solutions that CAL offered
• Maintain and grow a strong client base.
• Find new business opportunities.
• Maintain a healthy pipeline for future deals.
• Respond to new and current client base regarding complaints and service enquiries.

• Led the training function within the Employee Benefits division, managing a team of trainers and overseeing all staff development initiatives.
• Delivered structured training on systems, product knowledge, and employee benefits concepts to improve staff performance and operational efficiency.
• Provided real-time support by responding to system and product-related queries from staff and managers.
• Played a key role in documenting internal procedures and helping to standardise operational processes across the division.
• Developed and implemented the Workplace Skills Plan, aligning it with business goals and compliance requirements.
• Compiled and submitted training reports to support successful grant applications and maximise levy recovery.
• Held the position of Skills Development Facilitator, driving continuous learning across the team.
• Served on the Employment Equity Committee, contributing to initiatives that supported a fair and inclusive work environment.

• Managed a team of trainers and took the lead on all staff development efforts within the Employee Benefits division.
• Ran hands-on training sessions to help staff understand systems, products, and employee benefits, making day-to-day work easier and more effective.
• Helped team members and managers with quick support whenever system or product questions came up.
• Created and updated guides and processes to keep things consistent and running smoothly across the department.
• Put together and rolled out the Workplace Skills Plan, making sure it matched the company’s goals and requirements.
• Prepared training reports that helped the company qualify for grants and recover training-related levies.
• Took on the role of Skills Development Facilitator, encouraging learning and growth within the team.
• Played an active part in promoting fairness and inclusion as a member of the Employment Equity Committee.

• I led the training team in the Employee Benefits division, making sure staff had the support and development they needed to grow in their roles.
• I ran training sessions that helped employees understand the systems we used, the products we offered, and how employee benefits worked—making their daily work easier and more efficient.
• Whenever someone had a question about the system or needed help with a product, I was there to provide quick, hands-on support.
• I helped document and improve internal processes so that everything ran more smoothly across the team.
• I developed and rolled out the Workplace Skills Plan to align training goals with the company’s overall strategy and compliance needs.
• I compiled training reports to help the company apply for grants and recover levies tied to learning and development.
• As the Skills Development Facilitator, I encouraged a culture of continuous learning within the team.
• I also served on the Employment Equity Committee, working to support a fair, inclusive, and balanced workplace.

• Company Overview: Insurance
• Processing quotations using a computer terminal.