I have B Com information management and BA public management and governance degree. Throughout the years, I have worked at Johannesburg Road Agency as an Intern, my functions included all admin and secretarial work. After my internship ended I worked as a student assistant at University of Johannesburg, during this career phase I learnt the importance of time management because I was also studying full time.
Furthermore, I got an exciting chance to work as a project coordinator at ProservSA. My functions included data capturing and project coordinating. I have always been curious and willing to learn new things, therefore, when a chance to be a financial advisor presented itself I didn’t think twice. Even though I had limited experience in this field, it didn’t take long for me to excel because I was already living my life according to the company values and interacting with people has always been easy for me.
I am currently working as an underwriter, this exciting job has given me a chance to learn and understand the financial industry in a different light. This has therefore encouraged me to do my RE5, I now understand my responsibilities to both the company and clients. Throughout the course of my career, I have perfected my customer service, communication and time management skills. I am a consistent problem solver and skilled at prioritizing and managing projects with proficiency.
Thank you for your consideration.
Information and management Competitive Intelligence Web and intranet management Electronics and records management Research Methodologies Information system management
Public Management and governance Information and knowledge management Developing studies Politics
RE5 is competency that needs to be passed as part of the regulatory requirements to act as a representative in the financial industry.
Work & Experience
2021-07 - Current Underwriter Renasa Taxi Underwriting Managers, Johannesburg • Policy approvals and premium collections • Policy maintenance and cancellations • Analyze commercial lines accounts to make decisions based on individual risks characteristics, exposure analysis, hazard recognition and controls. • Responsible for risk evaluations, pricing, and selection/rejection of new and renewal business. • Use underwriting guidelines and organizational best practices to ensure compliance with guidelines and regulations. • Providing policy documents to brokers • Updating client information on the system. • Collecting missed premiums • Liaising with different brokers and stakeholders Currently employed
• Identified target customers by interacting on phone and in person, handling basic inquiries, providing quotes, and signing new business • Met with clients to discuss assets, expenses, and long-term and short-term investment goals to devise personalized financial plans. • Facilitated presentation and recommendation of services by optimizing client relationships. • Performing market research to stay current with financial trends • Maintaining compliance with all rules and regulations in the industry • Maintaining a strong client base with all my clients. • Offering strategic advice on products and services, Investments, and insurance coverage. Resigned
• Supervised multiple projects from project start through delivery by prioritizing needs and delegating assignments. • Coordinated presentations for customers and project members to detail project scope, progress, and results. • Tracked hours and expenses to keep project on task and within budgetary parameters. • Wrote technical narratives to document processes and design changes. • Administered SETA Verifications and arranged e-learning trainings. Contract ended
• General admin and secretarial duties • Managed all boardroom bookings and refreshments accordingly • Monitored safety compliance to maintain strict standards and protect team members from harm. • Monitored the storeroom and ordered new stock. • Ensured company files were filed accordingly