Summary
Overview
Work History
Education
Skills
Inhouse Training
Education
Physical Address
Dependants
Personal Information
Accomplishments
Timeline
Generic
Zanele Ngcobo

Zanele Ngcobo

Portfolio Manager
North Riding

Summary

Throughout my career, I have developed a strong foundation in servicing broker enquiries and customer service related to any role and ensuring compliance with underwriting requirements.


My background includes experience in both commercial and agricultural insurance, where I’ve managed policy adjustments, including premium modifications based on asset values, and worked closely with brokers to recommend the most suitable coverage for clients.


I am particularly adept at managing client expectations and providing timely follow-up for cancellations, aiming to retain business wherever possible. My ability to communicate clearly and efficiently, both verbally and in writing, has enabled me to collaborate effectively with both internal teams and external stakeholders, ensuring that clients' needs are met with the correct products and coverage.


In addition to my technical experience, I am committed to continuous improvement, and I am always eager to contribute to enhancing processes and implementing solutions that drive operational efficiency. My experience in stepping up and assisting with workload which has helped me develop a strong sense of situational adaptability and teamwork.



Overview

22
22
years of professional experience
6032
6032
years of post-secondary education
1
1
Language

Work History

Portfolio Manager

Old Mutual Insure
01.2017 - Current
  • Deliver on the team plan
  • Ensure Sustainable profitability Personal & Commercial
  • Grow Core Business Personal, Commercial
  • Ensure effective risk management and control environment across the business
  • Manage Retention
  • Products training when required
  • Improve customer experience
  • Continuously building relationships & all stakeholders involved
  • servicing broker requests, including enquiries
  • Making sure brokers receive new business policies/ policy maintenance/ renewal / agri aspects of policies and is within the turn around time

Internal Broker Consultant

ABSA Insurance Company
09.2013 - 03.2014
  • Direct service to brokers / clients on new business quotes
  • Quotes & Queries
  • Broker visits when required
  • Renewal reviews
  • Retentions

Portfolio Consultant

ABSA Insurance Company
11.2013 - 03.2014
  • New business quotes
  • Quotes & Queries
  • Renewals
  • Client / Broker Services
  • Retentions

Broker Service Consultant

Old Mutual Insure
01.2012 - 10.2013
  • New business quotes
  • Policy Retention
  • New business queries
  • Processing of cancellations
  • New business indexing
  • Broker servicing on quotes follow up & general quires

Underwriter (Domestic, Commercial & Agri)

Mutual & Federal
01.2009 - 01.2012
  • Underwriting in accordance with standard policies and Procedures
  • Support BDC's in acquiring and retaining profitable Business
  • Quotes and Queries
  • Renewal reviews
  • Surveys
  • Broker / Client Services
  • Accounts queries
  • Retentions

Domestic Underwriter

Mutual & Federal
05.2004 - 12.2008
  • New business quotes
  • Processing of new business, amendments and cancellations
  • Account queries, reconciliation and premium collections
  • Client services
  • Renewals

Admin Assistant

Mutual & Federal
04.2003 - 03.2004
  • Daily filing of loose mail
  • Extracting diary on daily basis
  • Ensuring quarterly clean-up of the filing system
  • Helping with switchboard when necessary
  • Cashier
  • Making orders
  • Banking & posting

Education

Matric - English, Afrikaans, IsiZulu, Maths, Accounting & Economics

St Lewis High School

Certificate in Computer Literacy - undefined

Academy of Business & Computer Studies

COP - INTRODUCTION TO INSURANCE, DOMESTIC UNDERWRITING, COMMERCIAL UNDERWRITING, RE-05

UNISA (IISA)
Durban
12-2006

NQF Level 5 Certificate - Insurance

MILPARK
Cape Town, South Africa
12-2023

Skills

  • Proactive Self-Management
  • Collaborative Decision Making
  • Effective Problem Resolution
  • Effective Team Collaborator

Communication skills

Customer service skills

Inhouse Training

  • Service Excellence Program
  • End User Computing
  • Business Etiquette & Professionalism
  • Time Management
  • Business Communication
  • Basic Domestic & Commercial Insurance

Education

St Lewis High School (Newcastle), Matric, 2000, English, Afrikaans, IsiZulu, Maths, Accounting, Economics, Academy of Business & Computer Studies, 031 907 7111, Certificate in Computer Literacy, UNISA (IISA), COP - 2006, INTRODUCTION TO INSURANCE, DOMESTIC UNDERWRITING, COMMERCIAL UNDERWRITING, RE-05, Studying towards NQF Level 5 Certificate through MILPARK

Physical Address

A23 Emzini Mews 8-10 Princeton Road, Amanzimtoti, KwaZulu-Natal, 4126

Dependants

1

Personal Information

  • ID Number: 8208080622088
  • Citizenship: South African
  • Criminal Offences: None
  • Date of Birth: 08/08/82
  • Gender: Female
  • Driving License: Code 10
  • Marital Status: Unmarried

Accomplishments

Best Regional Portfolio Consultant (2015)

Exceeded new business target and retentions


Timeline

Portfolio Manager

Old Mutual Insure
01.2017 - Current

Portfolio Consultant

ABSA Insurance Company
11.2013 - 03.2014

Internal Broker Consultant

ABSA Insurance Company
09.2013 - 03.2014

Broker Service Consultant

Old Mutual Insure
01.2012 - 10.2013

Underwriter (Domestic, Commercial & Agri)

Mutual & Federal
01.2009 - 01.2012

Domestic Underwriter

Mutual & Federal
05.2004 - 12.2008

Admin Assistant

Mutual & Federal
04.2003 - 03.2004

Certificate in Computer Literacy - undefined

Academy of Business & Computer Studies

Matric - English, Afrikaans, IsiZulu, Maths, Accounting & Economics

St Lewis High School

COP - INTRODUCTION TO INSURANCE, DOMESTIC UNDERWRITING, COMMERCIAL UNDERWRITING, RE-05

UNISA (IISA)

NQF Level 5 Certificate - Insurance

MILPARK
Zanele NgcoboPortfolio Manager