Manager Insurance

Resume Anna Phangasasa Mabena

Personal details

Surname Mabena

Maiden name Mangwane

First Names Anna Phangasasa

Date of birth i05/11/1975

ID Number 751**********

Nationality South African

Health Good

Marital status Married

Dependants 2

Home Address 5499 Pennsylvania Street

Ext 5

Cosmo City

Randburg

2058

Contact number

Cell 083-***-****

Hobbies Watching TV, Aerobics and cooking

Languages English, Tsonga, Afrikaans and Tswana.

Driver ‘s License Code 10

Own transport yes

Email Address **********@*****.***

Educational Background

1993 : Matric

1994 : Gap Year

1995 to 1998 : Diploma in Public Administration

2006 : 32 Personal Lines credits at Diagonal

2009 : National diploma in Banking Services & advice 131 credits

2011 : RE

2013 : 60 Commercial credits

Credits in total =223

01 March 2020 to 30 June 2020 : Success insurance Brokers

Designation : Insurance Consultant Personal and Commercial Underwriting-motor and non motor

Duties :-

New Business Quotes from different insurers (Personal & Commercial)

Client retention

Claims follow up

Follow up on unpaid premiums

Renewals terms from insurer

Endorsements/Amendments

Broking

Client queries

Rebroke or negotiate terms with insurer at renewal

Confirmations of cover

Preparation of renewal documents to send to client

Client visits at renewal

Physical filing

Reason for leaving-Covid -19-Retrenchment

20 February 2017 to 28 February 2020 : Van Flymen & Associates Insurance Brokers

Designation : Commercial Underwriter-Motor and non motor- Assigned to Accounts Executives as Internal broker support

Duties

Responsible for administration of new business, amendments, cancellations and renewals of commercial business

Assist the accounts executives to secure business through a retention process

Provide accounts executives with the necessary information required to negotiate renewal terms with clients

Prepare policy summaries

Responsible for the confirmation of cover and distribution of covering letters

Obtain quotations from insurers ' Underwriting Management Agencies

Ensure that risk requirements are implemented or policies are endorsed accordingly if clients do not comply

Prepare renewal terms, advise account executives and ensure renewal finalization on system

Ensure premium collection on debit order policies, manage unmet premium process as per set guideline

Assist with the issuing, control and monitoring of new business

August 2014 – September 2016

Name of Business : Econorisk Insurance Brokers

Designation : Commercial & personal lines underwriting –Broker support -Motor and non motor

Duties

Liaise with clients

Servicing of High Net Worth clients

Liaise with insurance companies

(CIB, Santam, Hollard,Zurich, Echelon)

Underwriting of existing policies

Loading / amending policies on Tial

New business quotes

Issue and dispatch of new policies

Credit control

Policy renewals

Client retention

Growth of existing portfolios

Reason for Leaving : Relocation Move to Pretoria went wrong

May 2009 – July 2014

Name of Business : Nedbank Insurance Brokers

Designation : Underwriter- Commercial Property only

Duties :-

refund requests

Quotes on existing clients

Answer telephone queries

Retention on cancellation

Endorsements

Renewal invites

Filing

Credit Control

Unpaid follow ups

Risk improvements as send by Insurer

Reason for Leaving : Restructuring

June 2006 – May 2009

Name of Business : ABSA Insurance company

Designation : Commercial Underwriter –motor and non motor

Duties:-

Underwriting existing policies

Loading / amending policies

Quotations and new business

Client retention

Growth of existing client’s portfolios

Processing renewals

Liaise with clients

Confirmations of Cover

Filing

Reason for Leaving : Career growth

March 1999 – May 2002

Name of Business : Diagonal Insurance Solutions

Designation : Junior Clerk personal lines

Duties:-

Posting of Renewal, New Business and endorsement

Data Capturing

Amendments of No claim bonuses

Ensuring that all correspondence is filed

Underwrite personal policies

Confirmation of covers to Car dealers and clients

Raise renewals

Process new business

Client retention on cancellations

Attend to telephone queries

Filing

Reason for Leaving : Career Growth

Personality attributes

Confident

Positive

Assertive

Fast learner

Proactive

Self-motivated

Attention to detail

Analytical

Fun

Positive

Computer Literacy

Outlook express

Windows

Excel

Word

Mavens

NTE

Websure

Scopus

Tial

References

Name Colleen Suttner

Telephone number 011-***-****

Designation Success Brokers Manager

Name Brian Van Flymen

Telephone number 011-***-****

Designation Owner & Manager of Van Flymen & Associates

Name Glynnis Gard

Telephone number 084-***-****

Designation Econorisk Manager

Name Nerine Adams

Telephone number 031-***-**** (relocated)

Designation Nedbank Supervisor

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