Short-Term Advisor Application
Resume:
Candidate Information
Name: Floyd
Surname: Ngobeni
ID Number: 670**********
Nationality: South African
Gender: Male
Race: Black
Marital Status: Married
Languages: English, Afrikaans, Sotho, Zulu
Criminal Record: None
Driving License Code B - 08
Contact Details 072*******
Email Address ************.**@*****.***
Disability: None
2 P a g e
Summary of Employment History
Company Period Employed Position Held
Primak Insurance Brokers April 2022 to Date Underwriter and Claims Handler Kingdom Blue Holdings May 2021 – November 2021 Commercial Lines Broker Alivio Consultants February 2020 to March 2020 Temporary Insurance Administrator Santam Insurance March 2011 – April 2018 Commercial U/W Consultant Santam Insurance March 2006 to February 2011 P/L Claims Clerk Avbob
January 2002 to February
2006
Claims Clerk
Mutual & Federal January 1996 to January 2002 P/L Claims Clerk Prokard
January 2001 to December
2001
Temporary Tele-Marketing
Consultant
Peninsula Technikon
January 2000 to December
2000
Part Time Library Assistant
Department .of Home
Affairs
January 1987 to December
1987
Temporary Admin Clerk
DETAILED EMPLOYMENT HISTORY:
Company: Kingdom Blue Holdings
Period: May 2021
Position: Commercial Lines Broker
Responsibilities:
• Market commercial insurance to companies and or businesses telephonically or physically visiting premises
• Do personal and commercial quotations on insures portals
(Miway/ Santam/ A&G and Hollard)
• Handle all related queries from clients and insurers Reasons for leaving: I foresee little prospects of growth with the Brokerage 3 P a g e
Company: Alivio Consultants
Period: February 2020 to March 2020
Position: Temporary Insurance Administrator
Responsibilities: Temporary Insurance Administrator
• Administrative support Sales Consultants
• Verify and capture policy details on system
• Liaise and confirm details with Financing institutions
(including banks)
• Distribute incoming correspondence to Agents
• Telephonic enquiries, photocopying, faxing and scanning
• Confidential handling of documents and information in the department
• Liaising with courier services for collection and delivery of departmental parcels
• Managing all duplication and printing orders and ensure that it is charged to the correct cost Centre’s
• Reporting faulty printing machines
• Stock taking of electronic equipment and stationery
• Ordering and managing of stationery
• Handling queries and complaints of clients
Reasons for leaving: Contract not extended due to Corona Pandemic 4 P a g e
Company: Santam Insurance
Period: 2011 - 2018
Position: Commercial Lines Underwriting Consultant Responsibilities:
• Liaise and advice Brokers of suitable cover options
• Assess various Risks and appoint Surveyors where risk requires specialized assessment
• Receive Assessment / Survey reports and recommend cover
• Receive and refer Technical Broker requests to Centre of Expertise
• Underwrite, calculate and determine premium suitable to Risk
• Issue new policies as prescribed in Company procedures
• Make amendments to policies by adding or cancelling items as requested by Brokers or recommended by the Claims
Department
• Retention of existing business
• Asses profitability of individual policies and cancel in case of non-profitability
• Calculate refunds and re-imburse clients for premiums paid after item or policy was cancelled.
• Advice Brokers of cancellations
Reasons for leaving: Did not meet requirements set by FSCA (Regulatory Exams) Company: Santam Insurance
Period: 2006 - 2011
Position: Personal Lines Claims Clerk
Responsibilities:
• Assist in compiling claim details from clients
• Identify items on the policy and register claim on Mainframe
• Calculate excess applicable and advise clients accordingly
• Appoint Assessors / Loss Adjusters
• Appoint Building Contractors / Electricians / Plumbers / Household items where applicable
• Appoint Panel beaters in case of Motor claims
• Obtain Accident Reports in case of Motor claims
5 P a g e
• Verify details of case details supplied to SAPS in both burglary and motor accident claims
Reasons for leaving: Moved to Commercial Lines Underwriting Company: AVBOB
Period: 2002 - 2006
Position: Claims Clerk
Responsibilities:
• Assist in compiling claim details from clients
• Advise claimants of required documents
• Register claims
• Verify authenticity of documents received
• Request confirmation of Death reports from Doctors, clinics and hospitals
• Confirm if premiums are up to date
• Work out settlement amounts
• Process EFT and cheque requisitions
Reasons for leaving: Pursue interest in a different field of Insurance Company: Mutual & Federal
Period: 1996 - 2002
Position: P/L Claims Clerk
Responsibilities:
• Register Motor and Non-motor claims
• Appoint Assessors
• Obtain all relevant SAPS reports out settlements
• Workout settlements
Reasons for leaving: Remuneration
Company: PROKARD
Period: 2001
Position: Tele-Marketing Consultant
Responsibilities:
• Promote and or market exclusive dinning and
accommodation Protea Hotels membership to Company
executives
Company: Department of Home Affairs
6 P a g e
Period: 1987
Position: New ID Applications Clerk
Responsibilities:
• Assist public with applications for green ID’s
Secondary Education
Course Institution
Matric Grade 12 Holy Trinity High School
Subjects:
• English 2nd Language HG
• Afrikaans 2nd Language HG
• Northern Sotho 1st Language HG
• Biology SG
• History SG
• Biblical Studies HG
RE5 Moonstone Business School of Excellence
Time Management In-house Course at M&F – Year 1988 Client Service In-house Course at M&F – Year 2000
Occupational Safety & Fire
Fighting for 1
st
responders
Scott-Safe – October 2012
Long Term Classes of
Business: Investments
FSP Academy – October 2019
MiWay, Auto & General,
Hollard, Santam P/ Lines
Certificates of Competency
May to June 2021
7 P a g e
POST SECONDARY EDUCATION:ND Public Administration & Management Course Institution
ND Public Administration
Public Administration I, II, III
Economics I, II, II
Industrial Psychology I, II
Law: Public Admin I, II
Communication in English I
Kommunikasie in Afrikaans I
Peninsula Technikon
RE5 Moonstone Business School of Excellence
Time Management In-house Course at M&F – Year 1988 Client Service In-house Course at M&F – Year 2000
Occupational Safety & Fire
Fighting for 1
st
responders
Scott-Safe – October 2012
Long Term Classes of
Business: Investments
FSP Academy – October 2019
MiWay, Auto & General,
Hollard, Santam P/ Lines
Certificates of Competency
May to June 2021
FETC SHORT TERM NQF LEVEL 4 (154 Credits)
Integrity Academy
Contact this candidate