Curriculum Vitae of Ms Vaneshri Rajasakran Gopal
Profile
A fais compliant candidate with strong written communication skills and studying towards a Bachelor of Commerce Degree in Risk Management. Communicates well, with a strong team spirit and the ability to effectively collaborate with others to achieve goals. Personal Details
Identity number: 770********** Employment Equity Status: Indian Female Nationality: South African Criminal Offences: None Drivers Licence: Code 08 Languages: English (fluent), Afrikaans
(comprehend and read only)
Education & Qualifications
Bachelor of Commerce with specialisation in Risk Management (current – final year 2016 Nov) University of South Africa
Majors: Business Management
Subjects to complete degree: 1 out of 36 subjects to complete final degree in 2016 November RE5 for Key individuals – PASSED Feb 2012
FAIS I, II, III, IV, V
Damelin Computer College 2002 2005
Insurance Institute of South Africa
COP in short term insurance 1999
Short term Insurance II 2000
Careers 2000 Business College
Executive Secretarial Diploma – Top Student of the year 1996 Matric
Full Matric Exemption. Mountview Secondary School in 1994 Residential and Postal Address:
41 Tuscani Lofts
Edenglen
Edenvale
Contact Details:
Home: 083*******
Cell: 079-***-****
E mail:*****.*@*****.***
Permanent Employment
01 March 2014 – Current (Technical Broker – Marsh & Mclennan Group)
Full Broking Services
Retention of Client
Basic claims services
Markets exercises at renewal
Administration and drawing up of excel spreadsheets
Powerpoint presentations to client
Direct Client services
Renewals
Handling email queries
Handling account queries from Account Executives Reason for leaving:
Permanent Employment
12 August – 28 February 2014 HIC (Internal Marketing)
Policy Screening and working with Profitability of accounts
Renewal of policies
Research on location of risks and risk evaluation
Quotations
Support to the Sales Department
Reason for leaving: Do not wish to be in marketing Temporary Employment
June 2013 August 12th 2013 Present: Lion of Africa (Technical Underwriter – Contract Position )
Policy Screening and working with Profitability of accounts
Renewal of policies and implementation of underwriting actions
General underwriting of Diverse motor and property risks
Support to the Sales Department
Pre checking of Schedules
Post Checking of Schedules
Reason for leaving: Contract Position – 1 week notice Permanent Employment
March 2010 – March 2013 Present: Santam Insurance Co Ltd (Commercial Underwriter – Centre of Expertise)
Policy Screening and working with Profitability of accounts
Renewal of policies and implementation of underwriting actions
General underwriting of Diverse motor and property risks
Quotations over R100 million and high valued quotations
Training and Up skilling of Staff
Policy Retention
Policy cancellations
Complex queries referred to centre of expertise
Once of Transit calculations and calculation of transit with load limit over R250K
Motor Fleet calculations
Motor Internal and External Calculations
Policy wording interpretation
Discount authorisations on motor and property
Hold cover of new businesses
Accepting and declining of Risks
Support to the Sales Department
Support to entire call centre departments(renewals, telephone team, amendment team) Reason for leaving: New management
Permanent Employment
April 2008 Feb 2010 Garagesure Pty Ltd (Commercial Underwriter)
Quotations
Renewals
Policy Amendments
Commercial Underwriting
Minutes of meetings, switchboard relief
Reason for leaving :Wished to get a greater exposure to underwriting Permanent Employment
June 2003 – March 2008 April BnB Sure (Pty) Ltd – Branch Manager – 2 years
Claims handling
Underwriting
Quotations
New Business Issuing
Renewals Annual and Monthly
Management of 3 staff members
Authorisation of claims under R10 000
Policy Amendments
Checking and signing off, of policy schedules
Training of Staff
Relationship liason to brokers
Basic management of branch
BnB Sure (Pty) Ltd supervisor (2 years)
Claims handling
Underwriting
Quotations
New Business Issuing
Renewals Annual and Monthly
Training of lower level staff on underwriting
Training of lower level staff on claims
Policy amendments
Reason for leaving : Relocation back to gauteng
Permanent Employment
July 2002 – June 2003 Oakwood Underwriting Agencies – Assistant Underwriter
Motor stand alone policy rating
Issuing of Motor stand alone policies
Issuing of new business
Underwriting, personal Lines
Issuing of Personal Lines policies
Personal Lines underwriting
Telephonic Queries
Switchboard Relief
Reason for leaving : company retrenching and eventually closed down Permanent Employment
Jan 1998 – June 2002 Genesis Insurance Brokers (Pty) Ltd – Receptionist /Personal assistant
Telephone /Reception / Switchboard
Dictaphone Typing of Insurance Letters to Clients
General Receptionist duties
Reception of Clients
Short hand notes
Minutes of Meetings
Presentation of Insurances on Corel package
Filing
Reason for leaving : wished to become an insurance underwriter 1994 matriculation
1995 worked for an attorney as a legal secretary (kzn) who has now passed away and company closed down therefore no references can be provided.
1996 studied a full time course in secretarial, office administration and computer packages (word,excel, Quattro pro, powerpoint, lotus 123)
1997 to dec 1998 worked for govender’s hardware(kzn) – company bankrupt and closed down did credit control, vat, invoicing, filing, faxing, general office administration duties. 1998 started at genesis in Gauteng.
I.T. Skills
Proficient in: Microsoft Office Suite (Ms Word, Excel,, Internet and e mail.
Working knowledge of: Tial, Addsure, Persitel, GAD, (Insurance Programmes) Interests and Hobbies
Gym
Needlepoint, knitting
Playing of the guitar
Charity work to orphanages (personal projects not part of any organisations) 9. References
Name Reported to Contact Details
Uwe Reymann Director Genesis 011-***-****
Andia small Manager santam
Laida Ventura Manager Garagesure 082-***-****
Cobus Britz Specialist Santam(superior)
References
Current Salary (Nett) R23000
Benefits Medical Aid, Pension
Insurance Credits
COP short term 1 &
Short term 2 36 credits – NQF 4
Commercial lines 1 A 30 credits NQF 4
Commercial lines 2 A 33 credits – NQF 4
Commercial lines 3 A 32 credits – NQF 4
Commercial lines 4 A 16 credits – NQF 4
Commercial lines 5A 20 credits – NQF 4
Risk management Degree 0 credits NQF 6 (final year 2016) TOTAL CREDITS 167
Supporting Documentation
Matric Certificate
Testimonial
Secretarial Diploma
College Results
IISA Insurance certificate for COP (short term 1) & short term insurance II Damelin Certificate for commercial lines 1
Damelin Certificate for commercial ines 2
Damelin documentation for fais commercial lines 4 and 5 Claims certificate from IISA
Bcomm Risk Management – Subjects already completed and passed Subjects completed for degree thus far
INTRODUCTION TO ECONOMIC AND MANAGEMENT ENVIRONMENT 1A INTRODUCTION TO ECONOMIC AND MANAGEMENT ENVIRONMENT 1B COMMERCIAL LAW 1A
BUSINESS MANAGEMENT 1A
ECONOMICA 1A
ECONOMICS 1B
COMMERCIAL LAW 1B
PSYCHOLOGICAL PROCESS IN WORK CONTEXT
BUSINESS MANAGEMENT 1B
PERSONALITY IN THE WORK CONTEXT
GENERAL MANAGEMENT
INTRODUCTION TO ENTREPRENEURSHIP
ENTERPRISE RISK MANAGEMENT
ORGANISATIONAL PSYCHOLOGY
HUMAN RESOURCE MANAGEMENT
RISK FINANCE INSURANCE
PURCHASING MANAGEMENT
REAL ESTATE
PUBLIC RELATIONS
INVESTMENT DERIVATIVES
SOUTH AFRICAN FINANCIAL SYSTEM
FINANCIAL ACCOUNTING
FINANCIAL ACCOUNTING 2
TECHNOLOGY AND INNOVATION
STRATEGIC PLANNING 3A
THEORETICAL AND APPLIED ETHICS
CONTEMPORARY ISSUES IN HUMAN RESOURCE MANAGEMENT
PERFORMANCE MANAGEMENT
FAMILY BUSINESS MANAGEMENT
STRATEGIC MANAGEMENT
Subjects completed for Non Degree purposes
BUSINESS INFORMATION SYSTEMS
COMMERCIAL LAW 2A
COMMERCIAL LAW2B