CV, South Africa Based Insurance Professional Seeking Work In London

I am currently available for work
Serial No: 25996
(05/04/1991, male)
Skills keywords: call centre, campaign specialist, claims, claims validator, client service, customer service, financial advisor, human resource management, insurance, management, marketing administrator, marketing consultant, marketing manager, retention specialist, sales manager, team leader, team manager
Short Bio:

I have been working in the Insurance Industry for the last 7 years. I have worked my way up from a Junior Customer Service Agent to a Marketing & Sales Manager. I am ambitious and always love a challenge. I have completed my Bachelor of Commerce in Marketing Management and I have completed various Insurance qualifications necessary to give sound financial advice to prospective clients. I am currently employed by Old Mutual & I am the youngest manager in my field. My goal is to move to London.

Current location: Gauteng, South Africa - View on map
Nationality: South African
Preferred Sector of Employment:  Marketing, Banking Insurance and Financial Services
Spoken languages: Afrikaans, english, IsiZulu
Location I am interested in working: United Kingdom



Name of High School/ Year/ Grade

Bechet High School 2008 12 (Matric)

Accounting Physical Science

Mathematics Life Science

English Afrikaans

Life Orientation


Head Prefect 2008 & TADA Chairperson


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


• 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


• 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


• 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


• 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


• 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


• 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