Customer Service Office
Resume:
CURRUCICULAME VITE OF S MCGLEAD
I’m fully qualified in short term domestic and commercial admin and underwriting and claims. I have 142 credits and re exam. I have 15 years office manager experience running the office. In total I have 18 years experience in insurance and CPD hours. I am able to work with paper files and have used Flexi broker and Mfiles.
Name Sheldene McGlead (known as Shelly)
Marital Status Divorced with Son age 7
Contact +27-066******* (Whastapp)
Email adjqs2@r.postjobfree.com
Skype S McGlead
https://za.linkedin.com/in/shelly-mcglead-11679719 https://www.facebook.com/smcglead
Health Excellent
License Yes code 08 and own car
Notice period One month
High School Alexandra High, Matric 1997 (Exemption pass) English HG, Afrikaans HG, Afrikaans HG, Maths SG, Biology HG, Geography HG, Accountancy HG Tertiary Education Intec School of Insurance 2009
Short term Risks Management and General Management SAQA 244396: 142 Credits
90% pass
Tertiary Education Short Term Insurance First Level Regulatory Exam Representatives 2012 Tertiary Education Damelin College Diploma Hotel Operations and Management 1998 First Class Pass over 80%
WORK EXPERIENCE
Domestic &
Commercial
Underwriting
Department
Web based Dropbox, integrity, Old Mutual Insure on Line, Brolink, Discovery
Meeting with clients
Giving of advice.
Drawing up of underwriting folders with all pertinent information.
Drawing up of draft letters for domestic and commercial and updating these when wordings were changed.
Drew up the Excel spread sheet quote presentation form with all cover limits.
Full underwriting function for domestic and commercial.
Diary for all necessary tasks
Loading clients on integrity Brolink Discovery and making changes
Saving information in drop box.
Meeting broker consultants
2020 to
current
Employer
SMB
Insurance
Commercial
Underwriting
Web based flexi broker, loading policies and diary
Loading and management of renewals
Sending Brokers renewal companions
Management of debits notes being some scheme and not
Sending monthly debits
Saving emails documents onto flexi
Full new business and underwriting renewal processes
Advice to clients saved on flex notes
Generating renewals on flexi broker on terms given
Updating VIP clients summaries and dealing with same 2017 – 2020
Retrenched
after financial
strain and I
was first in
Employer
Cooke Fuller
Group
Domestic &
Commercial
Underwriting
Department
Web based Dropbox, integrity, Old Mutual Insure on Line, Brolink, Discovery
Meeting with clients
Giving of advice.
Drawing up of underwriting folders with all pertinent information.
Drawing up of draft letters for domestic and commercial and updating these when wordings were changed.
Drew up the Excel spread sheet quote presentation form with all cover limits.
Full underwriting function for domestic and commercial.
Diary for all necessary tasks
Loading clients on integrity Brolink Discovery and making changes
Saving information in drop box.
Meeting broker consultants
2016 - 2017
Better salary
job prospects
adjqs2@r.postjobfree.com Employer
SMB
Insurance
Office
Manager
Short Term
Implementing new office strategies as the office was in a huge back log when I arrived.
2002 - 2017
Relocated to
Hillcrest
Commercial
& Domestic
and Claims
Files were drawn and delegated work to the most
effective staff which was checked before sending.
Making sure work is done timeously.
Handling diary of the entire office an my own.
Pacing ads, sorting CVS, interviewing staff, training and induction for all new staff.
Managing the office work flow.
Dealing with the VIP clients commercial and domestic claims and underwriting quotes.
All staff checked claims with me first by checking Dealing checking policy wording and then advising the client
Return of work very quick and most certainly the same day.
Staff resolution issues.
Loading birthdays and ending these out
Liaison with Broker Consultants managers ad staff
Keeping records.
Giving advise on all queries
Doing new quotes and or at renewal and drawing up presentations
Drawing entire office draft letters from starch with wording and schedule.
Clearly advise when a client needs additional information like insurable interest
Draw up renewal terms and check correct and offer a meeting with Broker
Send tracker rep information for new units
Dealing with insurance outside of SA in DRC and
obtaining fronting and from Sonas
Meeting with VIP clients over Skype and at their offices
Paper based office
Contact Derek Ridge adjqs2@r.postjobfree.com Employer Ridge &
Associates
Staff Trainer Training and lecturing staff on these subjects:
Customer Service, Strategic planning, teamwork,
hygiene.
Staff selection interviews and induction.
2001 & 2002
Office was
closed
contract
ended
Contact Closed Employer TSC
Personnel
Hospitality
Management
Lecturer
Taught these subjects:
Business Admin: Including HR, Business Principals, All Office Procedures and IR.
Basic Accounting: All primary Journal’s up to General Leger, VAT and Banking
1999
Contract
Position
PR: Skills of PR, Customer Service, Reports & Presentations. Front Office: Manual systems, Computer Systems, selling points, telephone manner, reception and secretarial
Hotel Fundamentals: Overview of whole business functioning as an entity.
Set and marking tests, exams, assignments. Markers reporting and invigilating, field trips and student guidance. Contact G Dames 033******* Employer
Damelin
Contact this candidate