Education
SECONDARY EDUCATION
Name of High School/ Year/ Grade
Bechet High School 2008 12 (Matric)
Subjects:
Accounting Physical Science
Mathematics Life Science
English Afrikaans
Life Orientation
Accomplishments:
Head Prefect 2008 & TADA Chairperson
TERTIARY EDUCATION
Organisation: Milpark (Leselo)
Certificate: FAIS Regulatory Examination 1 (RE1)
Year: 18 March 2013
Organisation: University of Kwa-Zulu Natal
Degree: BCOM Human Resource Management & Marketing Management
Organisation: Milpark Business School
Degree: Short Term Insurance
Year: Final Semester
Technical Skills
Microsoft Word Microsoft Excel Microsoft PowerPoint Microsoft Outlook Adobe Suite CS6 Microsoft Visio
Career Summary
Company Old Mutual iWYZE
Job Title Marketing & Sales Manager
Period September 2014 – Present
Duties
• Managing a team of 26 Agents
• Verifying underwriting done on new policies
• Digital Marketing & Advertising
• Recruitment
• Project Management
Reason for leaving Currently Employed at Old Mutual iWYZE
Company OUTsurance
Job Title Senior Financial Advisor & Retentions
Period January 2014 – August 2014
Duties
• Giving financial advice to customers
• Actively retaining clients by problem solving
• Lowered premiums by updating underwriting
• Allocating discounts
• Made sure processes were followed correctly
Reason for leaving Moved to Old Mutual as part of their Senior Management Team
Company Telesure Group Services
Job Title Claims Team Manager
Period May 2013 – January 2014
Duties
• Supervising a team of 10 claims consultants
• Validated claims after confirming underwriting was done correctly
• Processing payments to clients and SP’s
• Audited sales calls to ensure underwriting was done correctly
• Suggested different products to better suit clients’ needs
Reason for leaving Relocated to OUTsurance Gauteng
Company Nedbank Ltd
Job Title Retention Specialist – Maturing Investments
Period September 2011 – April 2013
Duties
• Advising investment clients on different products to best suit their personal situation in accordance with FAIS
• Actively retaining investment clients through new product offerings and sales
• Maintaining client portfolios and information
• Assisting clients with general queries
Reason for leaving Contract ended & I chose not to renew because I am looking for a position with better growth opportunity
Company Discovery Insure
Job Title Service Specialist
Period July 2010 – September 2011
Duties
• Assisting clients with any underwriting changes on their policies
• Assisting with escalated calls and irate clients.
• Maintaining client portfolios and information
• Assisting clients with general queries
Reason for leaving Relocated
Company Edcon Ltd
Job Title Credit Sales Manager
Period October 2008 – June 2010
Duties
• Supervisor to staff in the Credit & Account departments (20+ staff)
• Weekly staffing & lunch break scheduling
• Dealing with irate customers
• Capturing stock take data
• Store Banking and Money drops
• General Customer Service Assistance
• IT (hardware & software) maintenance
Accomplishments Top performer & Mr Edgars 2010
Reason for leaving Moved from Retail to Corporate – Career Progression & Growth