Experience as Unit Head Manager

• Employer

• From

  01 September 2018

• To

  04 July 2019

• Detail

  Oversees day to day operations, payments, reinstatements and new business applications.
  Policy endorsements, payments, reinstatements and new business applications in the office and by telephone.
  Answer customers' questions and solving concerns regarding their insurance policies in the office and by telephone.
  Contacting customers for follow-ups and or giving insurance quotes.
  Review insurance policies and procedures.
  Understand, promote and remain current on carrier underwriting guidelines, announcements, and memos related to changes in carrier's policies and procedures.
  Meet sale's goals through new product sales, cross selling and retention of current customers

Experience as Senior Financial Planning Manager

• Employer

  Capstone Insurance Broker

• From

  01 January 2018

• To

  01 September 2018

• Detail

  Oversees day to day operations, payments, reinstatements and new business applications.
  Policy endorsements, payments, reinstatements and new business applications in the office and by telephone.
  Answer customers' questions and solving concerns regarding their insurance policies in the office and by telephone.
  Contacting customers for follow-ups and or giving insurance quotes.
  Review insurance policies and procedures.
  Understand, promote and remain current on carrier underwriting guidelines, announcements, and memos related to changes in carrier's policies and procedures.
  Meet sale's goals through new product sales, cross selling and retention of current customers

Experience as Audit supervisor

• Employer

• From

  01 February 2015

• To

  01 July 2016

• Detail

  Audit supervisor at Auditor General of South Africa for 18 months
  
  Coordinate auditing assignments and ensure audit staff are aware of clients’ business andrelevant issues impacting operations and audits.
  
  Plan and conduct operational and financial audits to assure financial statements are fairly presented in alignment with GAAP.
  
  Identify and assess risks of material misstatement of financial reports due to fraud; assess internal controls and ensure controls are effectively designed.
  
  Design and implement responses to material misstatement, test appropriateness of journal entries while focusing at end of reporting period, review accounting estimates for bias, and analyze significant unusual transactions.
  
  Communicate fraud or suspected fraud to managing leadership
  
  Planned and conducted operational and financial audits to confirm financial statements are fairly presented in alignment with GAAP.
  
  Tested internal controls to ensure effectiveness, and generated comprehensive reports

Experience as Senior Associate

• Employer

• From

  01 May 2012

• To

  01 February 2015

• Detail

  Audit senior associate at Price Waterhouse Coopers for 34 months
  
  Responsible for financial accounts, budget and cash flow
  
  Communicating with clients regarding their options and suggesting tailored financial strategies
  
  Detailed analysis of financial data
  
  Identifying areas of potential profitability
  
  Maintaining the stability of companies financial systems ensuring the accuracy of accounting
  
  Supervising trainee accountants