Mckenzie - Insurance Broker - Johannesburg, Gauteng, South Africa

Lavanda Mckenzie

Johannesburg, Gauteng, South Africa

Services

Insurance Broker

  • Full time
  • Part time
  • One time
  • Contract
  • Temp

Work History

Commercial Claim Broker Consultant

FNB Insurance Brokers

From April 2014

Full claims function dealing with Insurers and Clients from beginning to end of claim.

High Networth Broker Consultant

FNB Insurance Brokers

April 2012 - April 2014

Due to change in business structure - restructure was implemented and I obtained a position as High Networth Broker Consultant

• Own portfolio of 350 clients
• Relationship Building
• Client Service
• Product Knowledge
• Telephonic Queries
• Endorsements
• Documentation
• Renewals
• Unpaid Debit orders
• Qantam Valuations
• Client Retention
• Multi claimant report
• Retentions
• Age Analysis report
• New business reports
• Claims Function - FNOL between Insured and Insurer
Professional Experience Continued

Team Leader

June 2011 - April 2012

• Own portfolio of 780 clients

• Client visitations

• Relationship Building

• Client Service

• Product Knowledge


• Telephonic Queries

• Endorsements

• Documentation

• Renewals

• Unpaid Debit order

• Qantam Survey Reports

• Client Retention

• Multi claimant report

• Cancellation

• Age Analysis report

• New business reports

• Audit trail reports

• Registering claims and follow ups

• Staff training

• Approve staff leave

• KPA discussions

• Attending managers meetings

• Assisting with account queries


Professional Experience Continued

High Networth Senior Broker Consultant

FNB Insurance Brokers

From October 2010

Commercial Claims Broker

First Link Insurance Brokers

January 2009 - June 2010

• Assisting client's to register their claims with the Insurers.
• Liaising with the Insurance companies and the client's to obtain relevant information.
• Making sure that the clients claims were settled quickly and efficiently.
• Loading all claims onto the FNB Insurance computer system.
• Settling of claims on the system and closing of the files.
• Reception Duties
• Assisting with obtaining quotations for Commercial Manager
• Loading of new Business
• Updating of spreadsheets

Professional Experience Continued
FNB Insurance Brokers
Retrenched from George Branch

First Link Insurance Brokers

May 2008 - January 2009

Commercial Internal Broker

May 2008 - January 2009

Assisted two External Broker's with the following:

• Endorsements
• Renewal
• Quotations
• Negotiating rates
• Setting up appointments
• Providing Renewal Summaries on excel for clients
• Updating Client lists on excel
• Requesting Renewal Terms from Insurers
• Liaised with clients and claim staff on claims

Group schemes Admin Team Leader

Personal Lines

July 2007 - May 2008

Supervised a team of 6 staff members in a call centre environment with underwriting and service delivery.

Provided internal processes for the team to streamline workflow and time management processes.

Assisted team with overflow calls, endorsements and attended meetings with the Manager and other Team Leaders. I also sat on the internal claims repudiation board with CEO, Managers and Claims Managers.

Team Leader

From May 2006

I still continued to do all the above functions with extra duties set out below:

Monitoring and mentoring a team of 5 consultants.

Training the consultant's on a one to one basis.

Put additional processes in place and placed them in a process manual for each consultant.

I processed client's refunds.

I made sure that the client's annual premiums were collected on time.


Professional Experience Continued
First Link Insurance Brokers

worth Broker Consultant

High Net

December 2005 - July 2007

• Own portfolio of 400 clients
• Client visitations
• Relationship Building
• Client Service
• Product Knowledge
• Telephonic Queries
• Endorsements
• Documentation
• Renewals
• Unpaid Debit orders
• Qantam Valuations
• Client Retention
• Multi claimant report
• Deletion Report
• Age Analysis report

Internal Relationship Manager - Personal Insurance - Private Banking Nedbank

Nedcor Group Insurance Brokers

February 2003 - December 2006

• Own portfolio of 350 clients
• Client visitations
• Relationship Building
• Client Service
• Product Knowledge
• Telephonic Queries
• Endorsements
• Assisting with Claims
• Documentation
• Renewals
• Unpaid Debit orders
• Qantam Valuations
• Client Retention
• Multi claimant report
• Deletion Report


Professional Experience Continued
First Link Insurance Brokers

Commercial Underwriting Department

August 2000 - February 2003

In the commercial department we attended to the Insurance on bonded and un-bonded commercial properties. These policies only consisted of fire cover, Property Owner's Liability and Loss of Rent or Gross Rental Cover. We obtained these clients from Nedbank, Permanent Bank, Peoples Bank and Nedcor Property Finance when loans where Granted.

Client base of 8000 clients


Functions where as follows:
• Telephonic queries

• Endorsements

• Debits and credits

• Assisted in claims

• Assisted in claims

• New Business and data capturing of new policies

• Checking documentation accuracy

• Renewals

• Reports and bordereau's

• Facilitated on checking of mail
• Making of client files and filing
• Managing Department - year end results - made a 32% profit.
Professional Experience Continued

Property Finance

May 1999 - July 2000

• Telephonic Queries

• Processing of claims

• Processing of endorsements

• Attending to valuation reports

• Making sure that insurers Survey requirements and reports are sent to clients and to follow up to make sure requirements are met

• Quotations given to client


Professional Experience Continued

Houseowners Claims Clerk - Call Center

First National Insurance

October 1995 - April 1999

• Telephonic claims capturing on paperless system

• Processing of quotations on the in house system from contractors

• Processing of Invoices from contractors

• Assessors report - reading through and making recommendations

PROMOTED TO ASSISTANT SUPERVISOR

Short Term Underwriter

Omega Management Insurance Brokers

October 1993 - September 1995

• Endorsements

• Checking Broker Commission

• Data Processing and attending to clients correspondence

• Preparing proposals for commercial clients

• Processing renewals and negotiating rates with the Insurer

• Processing of clients claims with Insurer and client

Subscriptions Clerk

Medicaid Administrators

October 1991 - June 1992

• Telephonic Client Queries

• Data Processing

• Reconciliations

• Reception duties

Home Executive1 July 1992 - 30 September 1993

Qualifications & Certifications

Management Development Programme

Milpark Business School

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