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Work Background
GuardriskPortfolio Manager
Apr. 2022Johannesburg Metropolitan AreaManaging a Portfolio of clients (Life & Non-Life FSP’s, inclusive of NMI & UMA Binder holders in terms of:
new products to market, regulatory submissions, Capital & Financial expectations & performance, Setting up of new Cell Captive structures & related Legal Agreements. Ensuring current structures, products & Legal agreements are per the latest legislative requirements & implementation & guidance on new requirements. Monthly reviews of regulatory SAM, Solvency & Capital requirements. Consulting with relevant internal technical areas where the need arises & providing client with appropriate advice/guidance in consultation with the technical areas. Review of cell financials and solvency and co-ordination of dividend payouts. Strategic inputs for new business initiatives.
Support on internal reviews and audit queries. Ad hoc reporting.
Ad hoc support on special projects and compliance submissions and reporting. (FSCA/PA)
GWK Beperk/LimitedOperational Administrative Manager - Financing and Insurance
Jul. 2021 - Apr. 2022Douglas, Northern Cape, South Africa Reconciliations and Control of Bank Statements and Ledgers,
Review and approval of payments,
Crop Insurance admin - liase with Insurers, Compliance officer etc,
Commission processing and reconciliation,
Maintenance of Insurance System,
Ensure effective month end closure procedures on accounting & Insurance system,
Compilation of both business' Budgets and operational and financial reporting,
Responsible for both business' BI reports,
Staff management accross both business'.
TrackerFinancial Administrator/Manager & Key Individual
May. 2012 - Jun. 2021RandburgACCOUNTING
Internal & third-party commission calculations & submissions
Overseeing the reconciliation of creditors, the capturing and processing of invoices as well as payments thereafter
Client database reconciliation
Monthly Financial reporting CLIENT SERVICES (INSURANCE & FINANCE)
Supervision of staff tending to financial queries, disputes, complaints, FSCA complaints/queries
Insurance claims & refund verification & approvals
Claims policy review
Budget planning COMPLIANCE
RD’s, incorrect banking details etc., and processes to improve successful receipts ratio
Oversee refunds
Ensure compliance with relevant legislation & related implementation
Development of CRMP
Implementation of TCF objectives
Marketing material review
Review of Representative register
Design & implementation of Training policies, verification of compliance with FAIS training requirements
Design and sign off of Product Specific Training
Designing & implementation of HR policies (Supervision Agreement, Sanctions in terms of HR code, Honesty & Integrity agreements) in terms of FAIS (new recruits & debarment of staff)
Review and amendment of policy wordings as required
Attendance of meetings with External Compliance officer and Insurer STAFF MANAGEMENT
Staff KPA design and assessment
Training & Coaching
Conflict Management REVENUE COLLECTIONS/REPORTING
Calculation of revenue and related fees to third parties and related pay over
Financial investigations with regards to premiums received AD HOC
Completion of quarterly and annual regulatory filings requested by Insurer
Quarterly data submission to Insurer ito FAIS (SAM & CBR reporting)
External audit assistance, and provision/preparation of requested supporting documentation/reconciliations
Contribution to departmental and organisational special projects as assigned
Automation of reporting IT
Daily involvement (Business Analyst role) with in-house Insurance system; compiling specifications, Improvements, testing and implementation
Alan Levitan & AssociatesAudit Senior
Feb. 2010 - Apr. 2012Johannesburg
BDO Spencer StewardAudit clerk
Jan. 2007 - Dec. 2009completed articles
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