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Manager Management Insurance (Underwriting, claims, Technical wordings

Location:
Cape Town, WC, 7441, South Africa
Salary:
$35000?
Posted:
April 25, 2018

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Resume:

PRIVATE AND CONFIDENTIAL PROFILE

Cell: 082***-****

E-Mail: ac48yf@r.postjobfree.com

PROFILE OF LEON IAN DIETRICH

Surname Dietrich

First Names Leon Ian

Citizenship South African

Identity No 6607205 l 86006

Gender Male Passport Status Valid

Residing in Milnerton, Cape Town Areas to consider Willing to Relocate Languages Spoken English

Expectation Negotiable

OVERVIEW

Summary: Underwriting Manager

• Fully Inter-grated Short Term Insurance Underwriting Manager

• Management and Staffing

• Facility Management

• Insurer Management

• Re-insurance

• Brokers Development, Service, Growth and Interaction

• Full Underwriting of Personal, Commercial, Agriculture, Hospitality risks and my own Niche products called Shield Cover (Vaps) – Own Niche Market Product Development

• Claims: Personal and Commercial

• Product Development

• Risk Management and Surveys

• Claims Assessing (motor and non-motor)

• I have a very wide conceptual grounding of the workings of a Short Term Insurer and Underwriting Manager. I have broker experience as well, servicing own clients. Career Objective

• Looking to return to the corporate environment for skills and main stream technical opportunities.

• Changes in the Insurance Environment becoming increasingly difficult to survive without alignment into or partnerships with mainstream companies.

• Change helps a person to grow and develop and one must seek new fields and markets to ensure keep in the mainstream development.

• I believe I have a wealth of knowledge and experience that I can offer an Insurer and add value into the Insurers business lines, across all fields within the short term environment.

• Relevant Industry qualification = YES – NQF 5 & 6

• Minimum 26 years’ experience in a same / similar role

• FAIS Accredited / Compliant with DOFA = Yes

• RE 1 & RE5 = Yes

• DOFA: 01/11/2008

• Excellent sales and relationships abilities = Yes

• Strong technical Short-term insurance knowledge = Yes Current Employment Certainsure Underwriting Managers (PTY) Ltd Availability/Notice Period One Month

2

• Problem-solving

• Analytic Thinking

• Strategic Planning

• Facilities Management

• Cost Control

• Procurement

• Supplier Management

• Branch Management

• Market Analysis

• Market Research

• Marketing

• Budget Management

• Financial Functions

• Stress Management

• HR Functions

• Recruitment

• Underwriting Risks

• General Management

• Data Analysis

• Conducting Audits’

• Audit Preparation

• Management of systems &

processes

• Business development

• Promotional / Marketing /

Special Events

• Presentations

• Direct Sales

• Sales Strategies

• Quality Control

• Risk Assessment

• Risk Management

• Product Development

• Claims Assessing (motor

and non-motor)

• Report Writing

• Contract Management

• Change Management

• Performance Management

• Implementation

Management

• Training

• Crisis Management

• Business Strategy

• Staff Development

• Communication Skills

• Project Management

• Computer Literate

• Customer Service

• Staff Management

• Time Management

• Negotiation

• Troubleshooting

• Interpersonal Skills

• Advanced Supervisory

skills

Highest Grade Grade 12 Institution Hillview High School - Pretoria Matric

Year Passed 1984

Qualification IISA Insurance Diploma Institution IISA & Unisa NQF5 and NQF6 (credits)

Year Passed 1997

COMPUTER LITERACY

• Ms Word

• Ms Excel

• Ms Power Point

• Internet

• Email

CAREER DETAILS

Name of Employer Alternative Commercial Acceptances (PTY) Ltd Designation / Title Director

Period of Employment 2009 - July 2016

Reason for Leaving Looking to return into Corporate Environment

• Growth, Management, Administration, FSB I FAIS Legislation, Audit and I.T system.

• Claims settlement and payment mandate R350 000

• Management and full business functionality Company Control. Development, legislation.

• New business acumen, claims, surveying, underwriting

• Credit control, managing local markets, product development. Niche Product: Copyrighted

• Annual Generated premium: +-R96 000 000.

Name of Employer First-On Investments (PTY) Ltd

Designation / Title Director

Period of Employment 2000 – 2008

ACQUIRED SKILLS / ABILITIES

EDUCATION DETAILS

3

Reason for Leaving Company Sold

• Multi-functional UMA.

• Growth, Management, Administration, FSB I FAIS Legislation. Audit, underwriting system.

• Claims settlement and payment mandate R200 000

• Management and full business functionality Company Control, development, legislation.

• New business acumen, claims, surveying, underwriting

• Credit control, managing local markets, product development.

• Annual Generated premium: R40 000 000

• Business fee income: R4 000 000

Name of Employer Hospitality Insurance Underwriting Managers Designation / Title Local Branch Manager

Period of Employment 2000

Reason for Leaving New Challenge (reasons to be discussed)

• Develop Broker base and generate income for niche market

• Facilities Management

Name of Employer Guardian National Insurance

Designation / Title Branch Manager - Pietersburg Branch Period of Employment 1998 - 2000

Reason for Leaving Company Relocated (Santam & Guardian Merger)

• As per, Aegis Insurance Company Far greater Income control Managerial, Underwriting, Marketing, Claims settling.

• Surveying functions Profit centre driven

• Expense controls, budget applications Staff compliment of 15.

• Area whole far northern region

Name of Employer Aegis Insurance Company Limited

Designation / Title Branch Manager

Period of Employment 1996

Reason for Leaving Aegis merger with Guardian National 1996

• Managerial and Personnel functions

• Marketing and Broker portfolio development

• Marketing, Sales, Surveys, Products, Systems

• Profit centre driven, Procurement

• Underwriting functions and control of business

• Acquisition and processing systems - premium day books

• Restructuring controls / Re-Insurance

• Training and coaching of staff

• Market analysis and integrated Market Plan

• Market research and active developmental action plan

• Claims settlement and negotiation

• Accounting and control of results.

Name of Employer Commercial Union Insurance Company Designation / Title Local Branch Manager

Period of Employment 1992 - 1996

Reason for Leaving Better Prospects at Aegis

• Managerial and Personnel

• Marketing & Sales & Products

• Underwriting, Claims, Administration

• Systems, Surveys, Broker acquisition and service

• 2 Broker Consultants

4

Name of Employer Santam Insurance Company

Designation / Title Senior Underwriter

Period of Employment 1990

Reason for Leaving New Challenge (at Commercial Union) Underwriting - Marketing:

• Procurement and placement of Brokers portfolios

• Service Intermediaries and clients.

• All underwriting functions of various portfolios on risk over whole spectrum of products available.

• Risk Management and surveys

• Renewal revision

• Delegation and Training

• Endorsements, amendments, refunds, cancellations,

• Facultative and Collective Re-insurance's

• Underwriting results, correction of portfolios.

Claims:

• Collection, completion, registration, assessors, Settlement negotiation, & general administration

• Accounts:

• Agents’ details, commission statements, bordereau's etc.

• Reason for seeking new employment

• Broker consultant position offered by Commercial

• Union. Expansion of knowledge and skill acquisition

• Room to develop and create alternative opportunity. References available upon request

Capable: Job Specifications:

• Develop the Broker base and build sound relationship with this base

• Optimizing underwriting performance at a policy and portfolio level

• Premium Growth as per Target

• Loss ratio as per Target

• Manage underwriting process

• Underwriting Risks

• Management of systems & processes

• Effective reporting on monthly basis

• Business development (quotes, new business)

• Training & Development

• Quality control (commission, work, training, complaints and customer service)

• To assist in the handling of complex queries and complaints (admin & claims)

• Promotional / Marketing / Special Events

• Assist in developing policy wordings

Key

Purpose

To manage, develop and grow a regional portfolio consisting of a team of business development managers and support staff with a designated panel of intermediaries. Develop and Execute a regional operating plan that is aligned with the company’s growth and profit objectives by securing significant new business market share, supporting key distribution channels, retaining existing business and managing company resources. Key

Outputs

Produce a comprehensive business development plan that reflects opportunities and targets for region Ensure that technical and operational underwriting procedures and standards are adhered to. Create highly visible local management presence within the broker market Manage team against agreed company performance standards and ensure appropriate performance expectations and support is provided to team

Facilitate decision-making on complex or above mandate risk acceptance or claims decisions on behalf of intermediaries and team

Translate company growth and profit ambitions into regional strategy and develop and communicate tactical plan to achieve objectives

Monitor, analyze and report on key business drivers and take appropriate corrective actions to ensure performance targets are met

Identify new market opportunities and facilitate intermediary on-boarding by leading negotiations and decision-making for the region

5

Represent region on distribution management committee and provide local insights and steer on product, process, system and other operational requirements to facilitate ease of doing business Recommend solutions to resolve escalations

Decisions around policy maintenance and endorsements within mandate Decisions regarding risk acceptance of policies within mandate Make decisions regarding pricing within mandate

Ex-gratia claims decision within mandate

Recruitment of staff within job profile specifications Personal Attributes:

Deciding and initiating action

Leading and Supervising

Persuading and Influencing

Presenting and Communicating Information Analyzing Formulating Strategies and Concepts

Planning, Time management and Organizing

Adapting and Responding to Change

Skills:

> Written and verbal communication (Advanced)

> Conflict Handling (Advanced)

> Time management and planning (Advanced)

> Relationship building (Advanced)

> People Management (Advanced)

> Managing underwriting performance, growth and sustainability

> MS Office (Intermediate)

References

Sollie Stols - Insurer UMA Branch Manager - Western National 082*******

ac48yf@r.postjobfree.com (mailto:ac48yf@r.postjobfree.com)

Bertus Kloppers Regional Manager Santam 082******* ac48yf@r.postjobfree.com (mailto:ac48yf@r.postjobfree.com) Mike Kelly - Underwriting Manager Renasa

011*******

ac48yf@r.postjobfree.com (mailto:ac48yf@r.postjobfree.com)



Contact this candidate