Experience

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  Intelligent Debt Management

  • South Africa
  • Financial Services
  • 400 - 500 Employee

  • Head of Insurance Product Development

    • Dec 2018 - Present

    Reporting to Head of Financial Services• Provide general oversight of the whole insurance business (key individual).• Centriq Cell captive relationship management.• Insurance risk and finance reporting as well as analysis. • Successfully implement claims reserving model.• Strategically review pricing and changes in conjunction with external Actuarial support as well as Centriq.• Review of product structure and wording in conjunction with external legal counsel and Centriq.• Reinsurance management.• Perform annual embedded value review as well as Value of New Business measurement on any new ventures. • Distribution systems, processes, and business mix analysis.• Provide oversight of the implementation of the new IT system, including process reviews and improvement, data migration, and communication to payments systems and Centriq• Compliance oversight.• Set up of Joint Venture for Short Term insurance and migrating the short-term business to its own FSP on the JV (Currently a Director of IDM Motor & Home).• Identify business opportunities, feasibility analysis, and project management.• Project management on alternative underwriting methods. • Project management on alternative platform (Fintech) distribution and product design.• Retention initiatives.• Project management with external partners.• Relationship management with external stakeholders.

  • Head of Insurance

    • Jan 2016 - Oct 2019

    Reporting to CFO• Review and restructure the credit life distribution and sales process and implement systems and process changes.• Review compliance and quality management.• Identify, source products, and implementation of Life and Funeral products into the business.• Review and restructure the Short-Term business.• Setting up and implementation of the cell captive structure through Centriq.• Review of all products in terms of structure, wording, and pricing, as well as systems and process changes of the Centriq Cell Captive• Oversight of the move of all Hollard and Liberty Life products sold before the Cell Captive to the Cell• Oversight of new sales tool development and implementation within distribution, streamlining the sales and fulfillment process and reducing compliance risk.• Annual embedded value reports.• Finance, market conduct, and insurance risk reporting and analysis.• Moving claims management in-house as well as systems, process, and reporting management associated.

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  IDM Motor & Home

  • Director

    • Aug 2022 - Present

    Reporting to IDM Group’s Head of Financial Services• Represent IDM Group on board• Facilitate leads management to IDM Motor & Home• Management and Finance committees

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  Liberty Group South Africa

  • South Africa
  • Insurance
  • 700 & Above Employee

  • Sales Manager

    • Jan 2006 - Dec 2015

    Reporting to Regional Manager for Tied Sales & Distribution• Sales management.• Production reporting.• Recruitment and selection. • Product, Financial Planning and Sales Training.• Mentorship and coaching.• Compliance and supervision.• Management of Product Specialists and Administrative staff.• Business planning and budget management.• Succession planning for a senior financial planner.• Mentorship of new managers.

  • Financial Advisor

    • Jan 2004 - Dec 2006

    Reporting to Branch Manager • Sourcing clients and providing financial advice with the aim of placing insurance policies.• Mentoring and activity management of new financial advisors.

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  Profile Media

  • Financial Researcher

    • Mar 2003 - Dec 2003

    • Research and write-ups on Listed Company financial results and market news.

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  Old Mutual Limited

  • Financial Consultant

    • Feb 2001 - Dec 2001

    Reporting to Team Leader / Junior Manager• Investment query management.• Complaints management.