Experience

PSG Insure

• South Africa
• Insurance
• 100 - 200 Employee

• Team Leader - Conversions

  • Jun 2017 - Present

  Managing Quality Assurance of Conversion (Personal & Commercial) Compilation of product comparisons Promote positive team dynamics Managing adherence of TCF Utilising inhouse systems to compile Progress reports on Team Members Daily monitoring and updating of Sharepoint for Team Members Compilation and implementation of project plans Reporting to Head of Distribution regarding project progress Managing Team Members and assist with daily queries, “problem” solving Hands on Commercial Underwriting Products training Compilation and monitoring of Standard Operating Procedures Maintaining the Attendance Register Show less



PSG Insure Centurion / Kempton

• Centurion

• COMMERCIAL LINES QUOTATION PROCURER

  • Nov 2016 - Mar 2017

  Obtaining Commercial quotations from various Insurers Check quotations received against request from Consultant Preparation of Quotation Pack for Consultants – consisting of – o Print Quotations received o Print Compliance Documentation o Print Insurer Proposal Form and Debit Order Authority Present Quote Pack to Consultant / email to client Check signed, dated and completed New Business Closings Forward Bound Business Closings to Insurer On receipt of activated Policy – o Email New Business Policy to client o Enter Client / Policy information on Policy Listing o Open Client folder on “share drive” and save all documentation Open File Check all Compliance correct on My Practice File New Business File Show less



Natsure Underwriting Managers Pty Ltd

• South Africa
• Insurance
• 1 - 100 Employee

• COMMERCIAL & AVIATION UNDERWRITER

  • Apr 2013 - Nov 2016

  Preparation of Renewal and New Business Packs and Claims Experience for for Lloyds of London Ortac Rate Movement Preparation Investigate Sanctioned Countries and Businesses Inspect Closings received from Underwriters for errors Loading of New Business, Renewals and Endorsements on Tial Manual processing of Policy Schedules Manual processing of Endorsements Liaise with Brokers Assist Finance with premium queries Processing of Facultative In and Out policies Updating New Business, Renewal and Facultative register (Excel) Maintaining Facultative Bordereaux Invoices for Annual and Quarterly paid policies Show less



Futurum Financial Group (Pty) Ltd

• South Africa
• Financial Services
• 1 - 100 Employee

• COMMERCIAL UNDERWRITING MANAGER

  • Aug 2007 - Jun 2010

  Commercial and Personal New Business processing (on Tial) Renewal preparation and implementation (on Tial) Endorsement processing (on Tial) In house marketing Claims monitoring Compilation and management of Claims and Underwriting Reports Drafting of Procedures and Delegation of Duties Compiling and maintaining Commercial and Personal Lines Bordereaux’s General monitoring and management of staff related matters Commercial and Personal New Business processing (on Tial) Renewal preparation and implementation (on Tial) Endorsement processing (on Tial) In house marketing Claims monitoring Compilation and management of Claims and Underwriting Reports Drafting of Procedures and Delegation of Duties Compiling and maintaining Commercial and Personal Lines Bordereaux’s General monitoring and management of staff related matters



PSG Financial Services

• South Africa
• Financial Services
• 700 & Above Employee

• COMMERCIAL UNDERWRITING MANAGER

  • Jun 2003 - Jul 2007

  Processing of Commercial New Business (on Tial) Renewal preparation and implementation (on Tial) Endorsement processing (on Tial) Managing and monitoring Consultants commission structures and remuneration Claims monitoring Compilation and management of Claims and Underwriting Bordereaux’s Sole management of the Vleissentraal account (14 branches) Drafting of Procedures and Delegation of Duties General monitoring and management of staff related matters Processing of Commercial New Business (on Tial) Renewal preparation and implementation (on Tial) Endorsement processing (on Tial) Managing and monitoring Consultants commission structures and remuneration Claims monitoring Compilation and management of Claims and Underwriting Bordereaux’s Sole management of the Vleissentraal account (14 branches) Drafting of Procedures and Delegation of Duties General monitoring and management of staff related matters