Microsoft Office
Wendy Louw
Senior Underwriting Manager
Low's Creek, Mpumalanga
Summary
Analytical Broker with expertise in Insurance. Gifted in evaluating risk and loss potential and developing information for new and renewal policies. Team-oriented with success in building relationships with brokers and sales agents to achieve business goals.
Overview
17
17
years of professional experience
Work History
Senior Underwriting Manager
The Brokerage
10.2020 - Current
- Improved underwriting performance by streamlining processes and implementing best practices.
- Reviewed policy applications thoroughly, ensuring accurate evaluation of risks in alignment with established guidelines.
- Championed ongoing education efforts by organizing seminars, workshops, or webinars to stay current on industry trends and advancements.
- Built strong relationships with brokers and agents, providing exceptional customer service while negotiating policy terms effectively.
Senior Underwriting Manager
Best Advice Financial Services
09.2007 - 09.2020
- Cold calling and following up on leads.
- Engage with clients to conduct analysis and gather necessary information.
- Utilize gathered data to obtain quotes from insurers.
- Scrutinize quotes to identify the most suitable product, comparing coverage and benefits.
- Deliver presentations to clients, discussing their needs in comparison to proposed solutions.
- Manage necessary paperwork if the client accepts the proposal.
- Finalize and process policies with insurers, ensuring accuracy and completeness.
- Develop Excel spreadsheets summarizing key information to accompany client documents.
- Conduct annual reviews, including sending letters outlining any changes.
- Address all administrative queries between renewals and renegotiate terms during annual reviews if necessary.
- Handle all claims administration on behalf of the client, ensuring prompt and efficient resolution
Education
High School Diploma -
Rob Ferreira High School
White River 04.2001 -
Skills
Sales Support
Software
Languages
English
Advanced (C1)
Timeline
Senior Underwriting Manager
The Brokerage
10.2020 - Current
Senior Underwriting Manager
Best Advice Financial Services
09.2007 - 09.2020
High School Diploma -
Rob Ferreira High School
04.2001 -
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