Personal Lines Underwriter

• May 2023 - Present

Herbalife Independent Distributor

• Oct 2013 - Present

Health and Wellness Coach and Independent Distributor Health and Wellness Coach and Independent Distributor

Financial Planner

• Apr 2022 - May 2023

Business Development Officer

• Aug 2021 - Mar 2022

Commercial Underwriter

• May 2019 - Apr 2021

Portfolio Manager

• Oct 2018 - May 2019

Commercial Lines Underwriter

• Apr 2014 - Oct 2018

Provide quality underwriting outcomes for the Underwriting function through effectively maintaining underwriting standards and providing quality client and broker service.Effectively maintaining underwriting standards and providing quality client and broker serviceUnderwriting policies, procedures and standards implementedService delivery to ensure customer satisfaction Manage effective customer service and relations to deliver customer service satisfaction Maintain people practices in line with organisational guidelines, policies, culture and values Ensure effective cost control and governance compliance Ensure adherence to financial and corporate policies and procedures to ensure cost effectiveness and reduce wastageComply with governance controls to reduce risks.Continuous improvement to ensure effective serviceImplement continuous improvement in work processes, procedures and schedules Show less

Personal and Commercial Lines Processor

• Oct 2008 - Mar 2014

Installing of new members, Adjusting and matching of premium quotes, endorsement and New Business, Updating of client details and banking details, Attending to urgent emails and queries, Updating the Bordereaux and Attending to daily stats and various spread sheets Installing of new members, Adjusting and matching of premium quotes, endorsement and New Business, Updating of client details and banking details, Attending to urgent emails and queries, Updating the Bordereaux and Attending to daily stats and various spread sheets

Benefit Claims Administrator

• Feb 2008 - Aug 2008

Preparing the clients benefit claims forms, Checking for outstanding client information, Disinvesting from the Insurer, Applying for tax certificates and directives, Capturing the information correctly on the system and Issuing of cheques, letters and filing. Preparing the clients benefit claims forms, Checking for outstanding client information, Disinvesting from the Insurer, Applying for tax certificates and directives, Capturing the information correctly on the system and Issuing of cheques, letters and filing.

New Business and Project Administrator

• Apr 2007 - Jan 2008

Installing of New Members, Loading outstanding information and updating client details, Liaising with clients and brokers, Issuing of letters and filing Installing of New Members, Loading outstanding information and updating client details, Liaising with clients and brokers, Issuing of letters and filing