Underwriter

• Nov 2022 - Present

Team Leader

• Jun 2020 - Oct 2022

Underwriting Manager

• Jun 2017 - Jun 2020

Administrator in the Short Term Insurance Industry for Commercial and Domestic lines business Administrator in the Short Term Insurance Industry for Commercial and Domestic lines business

Specialist Broker

• May 2007 - Jun 2020

Set-up, running and managing of marketing campaign aimed at Construction clients in order to obtain their guarantee business. Meetings with clients on a regular basis to discuss financial performance and guarantee requirements with various Underwriters present. Analyzing client financial and contractual information and requesting additional information where required before submitting to Underwriters for consideration. Liaising with Guarantee Insurers to structure inward Reinsurance on some large guarantees. Assisting Construction clients with their guarantee applications i.e. submission of applications, financials and other contractual information; updating and keeping track of issued guarantees. Attending meetings with attorneys to assist with guarantee claims. Work alongside the Accountant to finalise the businesses’ Annual Financial Statements. Compiling and control of monthly budgets. Ensure Compliance of the business with all Insurance legislation specifically FAIS, FICA, STIA (Short Term Insurance Act). Show less

Managing Director

• May 2000 - Apr 2007

Technical underwriting of Court Bonds, Construction and Solvency guarantees - analysing all financial and technical information. Write and submit reports to Credit Committee on all new applications with regards to findings. Approval of liquidators for Court Bond facilities incl. ITC and reference checks. Setting up & checking all legal and security documents for guarantee facilities. Handling of all Construction guarantee and Court Bond claims including attending Creditor Meetings, lawyer/client meetings, signing and distribution of legal documents. Finalising annual Reinsurance Treaties, discussions with various stakeholders on future requirements, commissions etc. Financial management of business – budgets, forecasts, P&L and finalising AFS. Compliance function – management of and ensure adherence to applicable legislation (FAIS, FICA, Short Term Insurance Act, Companies Act and Insolvency Act for Court Bonds). Training and Skills Development of staff including running the Learnership Programme. Prepare and conduct interviews with new applicants. Show less