Customer Service Insurance
Resume:
To:
Who it may Concern
From:
Phalatse Rangata
Date:
Re:
Role Advertised on Pnet
Pages:
* (including cover page)
Dear Sir/Madam
This serves as my CV for the above-mentioned vacancy.
I have over 5 years working experience. I worked in general administrative positions in Commrisk (noted in my CV below). I started out as only a personal lines underwriter but within 3 months of my employment I was already doing Commercial Lines as well. I am currently based in Polokwane but I started out in Johannesburg, I became a victim of my success and had to change branches half way to ensure my career does not remain stagnant, as it is my I feel that my carreer is stagnant at the moment due to the structure of our organization. I also believe in changing things once in a while as change is constant and we must adopt. Analyzing degrees of risk and forming partnerships has become entrenched in my thinking over the past 5 years, which is why I feel I am the right candidate for this post. I am looking to build my career in the financial services sector.
1. I am an advanced computer user
2. I have the RE5 for Representatives
3. I have 150 FAIS credits for short term insurance
4. I have exceptional communication skills (both written and verbal) and
5. I have an analytical mindset and extrovert personality relevant for relationship building with clients & coworkers.
The above, makes me ready to fill this vacancy; Therefore, I humbly look forward to your interview invite.
Please find below, my 3 page CV that shows my financial services experience, including qualifications attained thus far.
Thank you in advance
Phalatse Rangata
Cell number: 073-***-****
Email: ********@*****.***
Nationality : South African
Languages : English, Sepedi, Sesotho, Setswana, Afrikaans, Zulu
Birth date : 10 March 1987
ID no : 870**********
Driver’s Licence : CODE C3, (since 2016)
Contact no’s : 073-****-***
E-mail address : ********@*****.***
Home Address : House No. 39, Mangata Village, Botlokwa,0812
Qualifications SENIOR CERTIFICATE
St. Barnabas College (completed 2004)
POST MATRIC QUALIFIFICATIONS
150 FAIS credits – ARTG
Regulatory exam for Representatives – RE5
EMPLOYMENT HISTORY
Employer 1 : Commrisk Insurance Brokers
Date : since 16 January 2012 to date,
Business Sector : Insurance Industry
Position : Commercial Underwriter
Main Duties and Responsibilities:
Achieve & strive to exceed underwriting targets.
Understand customer requirements.
Evaluate Risk Exposure for insurers
Quote on new business
Prepare renewals
Offer Insurance advise
Do pre-renewal research
Develop & maintain customer satisfaction and retention.
Maintain up to date knowledge of both own & competitor's products.
Ensure record keeping is in line with FAIS requirements
Ensure financial service is delivered in line with the TCF
Update and maintain the reinsurance schedule
Process Endorsements timeously
Learn and develop myself as per FAIS CPD requirement
Communicate with client and insurers with regards to unpaids
Responsible for policy migrations of any brokerage that the company may take over
Maintain composure even in stressful situations
Underwriting risks: Preparing, rating and sending out quotes; including new policies being written.
Corporate broker service: Monitoring unpaid policies and broker portfolios for policy retention and corrective actions where necessary.
Attending to queries and ad-hoc administrative duties
Ensuring that weekly reports (for quotes, new business written, and cancellations statistics) are accurate and up to date
Establish and maintain relationships with insurers on our scheme.
Develop and train new staff with regards to systems and general insurance
In view of my commercial underwriting experience attained thus far, I am:
• Able to work accurately and under pressure, competent on microsoft office suite, flexi broker, any insurance system
• Excellent in communication skills (written and verbal)
• Self-motivated and driven
• Soundly knowledgeable in commercial insurance and underwriting principles
• Resilient, Assertive, & Persistence
• Customer service orientated, with negotiation skills
• Skilled in conflict handling
• Able to work with numbers and perform basic mathematic calculations accurately
COMMUNITY INVOLVEMENT / LEADERSHIP EXPERIENCE
2004-2017
Prefect, SRC member – St. Barnabas College
Secretary of Mangata Royal Savvy Club
Tutor: Helping matric students with the basics in the village
REFEREES
1.Chipo Mabaya – Account Executive in Johannesburg (Commrisk)
2.Niko Koster – Branch Manager in Polokwane (Commrisk)
3.Lepota Mabote- President Royal Mangata Savvy Club
Contact this candidate