l*****1

Broker Administration Consultant
October 16, 1995

About Candidate

I am driven by results and embrace the pursuit of high quality on my work and I am motivated by the need to consistently grow and improve what I do. I am committed to integrity and I stay compliant to the organization standards and ethics. I am motivated by adversities and see them as an opportunity to grow. I plan to build my professional career through hard work and dedication where I will use my innovation, creativity as well as problem solving skills for the benefit of the organization.

I spend most of my spare time reading books on business innovation because my goal is to make an impact that is disruptive. I am passionate about problem solving and innovation.

I am currently sent to complete my RE5 exam schedules this monthend which will allow me to meet the industry requirements.

Location

Education

B
Bachelors of Commerce (BCom) 2016
Regent Business School

: Business Management : Economics : Human Resource Management

8
8 Weeks Corporate Bridge 2017
Harambee Work for Work

: Certificate of completion : Cog-lab (Critical and analytical thinking)

N
NQF Level 5 Core Banking Certificate 2018
Bank Seta/Cornerstone Performance Solutions (STANDARD BANK)

: Sector dynamics and strategy. : Governance, Risk and Compliance. : Banking Sales. : Personal and Business Finance

C
Commercial Lines Insurance (30 Credits) 2019
Santam Limited

: Motor Insurance. : Buildings and Buildings Combined Insurance. : Fire Insurance. : Office Contents Insurance. : Theft, Money and Glass Insurance. : Goods in Transit Insurance. : Business All Risk Insurance. : Business Interruption Insurance. : Electronic Equipment Insurance. : Public Liability Insurance (Claims Made Basis). : Householders and House owners Insurance.

P
Postgraduate Diploma In Business Management 2022
University Of Johannesburg

: Strategic Management : Strategic Innovation : Contemporary Marketing : Enterprise Risk Management : Supply Chain Management : Organizational Renewal and Transformation : Research Methodology : Research Project

Work & Experience

S
Sales Consultant 2015-01-05 - 2016-01-31
Youco. Holdings/Hollard

Cellphone insurance Sales

T
Training manager
Youco. Holdings/Hollard

Cellphone insurance Managing 5 people

A
Accounts Management Consultant.
Standard Bank Of South Africa

: Trace payment. : Action correspondence and/or request from branches and/or customers to relevant admin department. : Comply with statutory, regulatory & business requirements. : Understanding banking systems in Personal and Business Banking (CACS, NDS, CDDS.Customer 1st, MiscroSoft documents) : Focus on Customer Retention. : Take applicable actions on accounts. : Effective record keeping. : Action reports and requests within the collections policy framework. : Advisory function for clients. : Handle client Query. : Provide efficient and quality service to customers. : Telephonic collection on delinquent/out of order accounts. : Operating within defined benchmarks & quality measurements. : Education & Rehabilitation through effective & efficient collection skills. : Professional approach on all calls. : Analyzing statements. : Analyzing trends. : Maintain high ethical standards. : Referring of accounts for trace when no contact can be made. : Amending Debit orders. : Transfers/Releasing Inter Account Transfers.

B
Broker Administration Consultant
Santam Limited

: Preparation of documentation and stats needed for the ReLM’s meeting with the intermediary. : Build relationships with intermediaries, contact centres, claims and all other relevant stakeholders : Preparing and distribution of monthly stats to intermediaries : Handling telephone queries of intermediaries and clients : Follow up on outstanding issues/problems – underwriting, claims, etc. : Arrange forums and info sessions, send invitations and follow up : Updating of intermediary details- telephone numbers, e-mails, etc. : Distributing circulars and info of interest to intermediaries : Handling petty cash : Receiving cheques, cash from walk in clients and banking thereof : Handling of post : Support with policy screening – forward to intermediaries for their comments : Buy what is needed for the office – coffee, etc. : Payment of accounts – rural areas : “Manning“ the office in the absence of the ReLM – applicable to the rural areas : Receptionist and telephonist- specific to the rural areas : Attend to walk in clients : Signing of CPM schedules on-line when received from intermediaries : Check and order stationary, diaries, calendars, desk pads : Send mail to other Santam offices via courier : Knowledge of CRM, creating contacts, completion of appointments, logging & handling complaints. : When needed and agreed with RelM: : Arrange appointments on their behalf : Manage diary : Manage e-mails : Take underwriting decisions when mandated to do so : Updating CRM : The RelM must: : Manage the SC : Give feedback on relevant issues discussed in regional meetings : Feedback from info of interest of the intermediary : Weekly meeting with SC to discuss problems, issues of interest : Identify shortcomings and arrange training : Introduce SC to intermediaries

T
Trainee Relationship Manager
Santam Limited

: Build a relationship with my Intermediaries : Execute relationship management with brokers according to BS Optima standards : Per planning schedule : Structured approach – be prepared by making use of an agenda-Structured approach : Be prepared by making use of an agenda : Completion of CRM model : Handle monthly follow up meetings to discuss performance and growth : Understand the intermediary: business opportunities and segmentation : Have weekly* meetings with the intermediary to discuss new quotes, service related issues and problem solving, (do not get too involved in problem solving – use the available Santam channels), cross selling, communication, operational circulars, Edward’s newsletter etc. : Understanding and explaining contents of all Santam newsletters and circulars : * (visits to bigger intermediaries whilst frequency of visits to the other intermediaries in the portfolio, will be decided in consultation with the regional manager) : Produce reports per visit with analysis of the book, cancellations, and renewals : Attend to ad-hoc queries and resolution of queries and intermediary complaints : Promote Santam through marketing activities to intermediaries , clients and community : Invite intermediaries to forums and strengthen your relationship : Be involved in the industry : Knowledge of handling National and Large Independent intermediaries Grow intermediaries' portfolio : Identify new potential intermediaries & opportunities for block business & book take overs : Develop competition and market intelligence : Develop black & emerging intermediaries : Prepare for intermediary visits on new business – large quotations, number of business quotes, conversion ratio. Follow up on quotes and be involved with renewals : Provide input into the intermediaries' business by sharing analysis and providing recommendations how to grow the book- concentrate on your intermediaries' strengths in his/her preferred segments : Work with intermediary to develop business plans to grow the business : Manage the takeover process, involving internal support : Facilitate the sales process to ensure that intermediary deal with correct channels : Facilitate conversion of all quotes>100k with the hit squad : Identify and facilitate opportunities to be part of industry forums and events : Segmentation- intermediaries' to be aware of Santam’s model : Implement Santam's UW policy taking also into account specifics to region he/she operates within. : Analyse and evaluate portfolio : Prepare SWOT analysis on current intermediary portfolio to understand what drives their business (7-10 of the bigger intermediaries in portfolio) : Understand the stage of intermediary business – maintenance growth, managing possible cancellations : Select and apply optimal strategy and business plan for the individual intermediary on an annual basis : Identify intermediary training needs : Develop action plan to develop the portfolio : Provide monthly analysis of figures down to intermediary level and report at regional meeting with explanations and action plans : Identify cross & up selling opportunities for specialist business. You must have a basic knowledge of Santam’s UMA’s : When portfolio is consistently running at a loss, action must be taken in conjunction with the Technical Manager (TM) and intermediary. This will include policy screening. : Business planning : Develop own business plans : Contribution to and participation in preparation of portfolio/branch budgets : Drive profitability by improved cost management (commission, mgmt. expenses, claims, channel ) : Produce analysis of existing clients & segments, quality of the business, preferred segments (PL & CL) : Put new business through the segmentation model and evaluate books : Provide input to marketing ideas : Identify opportunities to market the brand, budget to spend on events, invite the intermediaries', participate : People Management : Manage the service consultant (SC). Sr - if SC reports to more than one ReLM does the performance appraisal. : Internal networking

Awards

B
Best Learner 2012
In Mawewe High School