1. P a g e 1 | 6
CURRICULUM VITAE
Mrs Mamiki Matete
APPLICATION DETAILS:
Position Wanted:
Broker Consultant / Commercial Underwriter/Technical
Broker
Years’ Experience in the Insurance
Industry: 12
Career Level: Senior
FAIS Credits
Preferred Areas:
134 (101 on Level 4)
Johannesburg / Westrand/ Pretoria / East Rand
Transport: Own
Notice Period: 1 Calendar months' Notice
SUMMARY OF EXPERIENCE RELEVANT TO POSITION APPLYING FOR:
- Preparation of renewal of policies by negotiating premiums with the Insurers for the renewal
of short-term commercial insurance policies on behalf of the broker
- Administering the issuing of new business policies of clients
- Obtaining quotes from Insurers in terms of amendments of policies or new business policies
- Sending new policies, amended policies or cancelled policies to clients
- Sending cancellation instructions to Insurers on behalf of clients
- Handling Accounts queries on Commercial policies on behalf of clients i.e. debit order
breakdown & invoicing of premiums
- Sending a weekly report of outstanding monthly & annual premiums due to the Broker
- Sending a monthly report of all New Businesses, Cancellations & Renewal of policies to the
Broker
- Regularly updating the client list in terms of new & cancelled policies & sending the list to the
Broker
- Underwriting & processing of new businesses, renewals & endorsement of Commercial Short
term Insurance policies issued through GAPS & Flexibroker for specialised policies
CAREER OBJECTIVES:
- I am looking for an opportunity with an established and reputable organisation that would
offer me an opportunity to not only utilize my current knowledge, skills and experience, but
also afford me an opportunity to gain more experience and be awarded for achievements and
grow within the organisation.
PERSONAL ATTRIBUTES / ACHIEVEMENTS:
- Organized and focused
- Attention to detail & accurate
- Deadline and customer service driven
- Resilience and ability to work under pressure
- Assertive
- Strong sense of responsibility and ownership
- Discipline
- Strong sense of teamwork and willing to go the extra mile
- Honest with intergrity
2. P a g e 2 | 6
EDUCATION, TRAINING & COMPUTER LITERACY:
Secondary Qualification: Matric
School: Northview High School
City/Town: Johannesburg
Year: 1998
Tertiary Qualification 1: National Diploma Office Management & Technology
Institution: Wits Technikon (now UJ)
City/Town: Johannesburg
Year: 2002
Computer Literacy:
- MS Word
- Excel
- PowerPoint
- Flexibroker
- Riscs
- Ski
- MS Outlook
- Motrec
- Omunet & Stolmot
- BPM
- Unicode
Courses completed:
- Regulatory Examinations 1
- Imfundo FAIS Studies
- Fire & Building Combined Technical course
- Introduction to insurance
- COP(Certificate of Proficiency)
- Certificate in end user computing
- Successful negotiating skills
- Unisa Introductory Programme In Short Term Insurance(currently studying)
EMPLOYMENT HISTORY:
Employer 1: Standard Bank Insurance Brokers
City/Town: Constantia Kloof
Date: 01 November 2015 to date
Position: Technical Broker
Monthly Salary: R29 583 Cost to Company
Duties:
To support the Account Executives / Account Managers in servicing a portfolio of Business,
Corporate and Commercial clients
To add value by offering attention to detail and broking skills
3. P a g e 3 | 6
Ensuring that the legislative and regulatory requirements of the broking processes are followed
including adherence to all SBIB Policies and Procedures, Technical Broker Manual etc
Broking
- Amendments
- Quoting
- Compliance i.t.o legislation / regulations and all required documents
- Obtaining terms
Renewals on Corporate and Commercial Accounts
Queries / Client Service
- Confirmation of cover
- First level complaints
Policy File Management
- Physical files
- Permanent electronic records
Retention
Administration
Where necessary to accompany the Account Executive on client visits
If requested, to prepare renewal presentations, reports and other related tasks
Full and accurate broking submissions to insurers
To support the Account Executive/Account Manager/Team with new business acquisitions
Adherence to all compulsory training and forums, submission of documents and forms required
Employer 2: Guardrisk Allied & Products Services
City/Town: Sandton
Date: March 2008 to 31 October 2015
Position: Broker Support Administrator(Commercial Short-term insurance)
Monthly Salary: R29 457.49 Cost to Company
Duties:
- New Business & Renewals preparation on behalf of the Broker
- Weekly monthly & annual Age Analysis(outstanding Insurance premiums) Report to the
Broker
- Manage & update Insurer client list
- Source & negotiate quotations with Insurers
- Do Insurer quote comparisons & send them to the Broker
- Follow up on outstanding premiums or unpaid debit orders with clients
- Underwriting & processing of new businesses, renewals & endorsement of Commercial Short
term Insurance policies issued through GAPS & Flexibroker for specialised policies
- Follow up on policy schedules & other outstanding documentation with Insurers
- Confirmation of covers sent to Financial Institutions on request
Reason for leaving: Career growth
Employer 3: Mutual & Federal
City/Town: Randburg
Date: April 2007 to February 2008
Position: Commercial Underwriter
Monthly Salary: R11500
Duties:
- Underwrite new Multimark III Commercial Short term policies
- Endorse existing policies
- Renew policies
4. P a g e 4 | 6
- Cancel policies
- Process New policies
- Premium reconciliation
- Providing quotes on items to be added on policies
- Liaising with Surveyors in terms of updating risk locations
- Raising monthly bordereaux for all annual & monthly group scheme policies in line with
payments from group scheme brokers
- Audits on group scheme brokers to make sure the scheme is in line with the contract agreed
upon
- Liaising with Insurance Brokers on amendment of policies
- Reviewing of claims experience & loss ratios of commercial policies
- Attend to accounts queries in terms of policy amendments
- Process office entries on Borderaux for scheme policies
Reason for leaving: More growth in the Insurance Industry
Employer 4: Mutual & Federal
City/Town: Johannesburg
Date: June 2004 to March 2007
Position:
Deregistration Clerk / Stolen & Recovered Vehicles
Administrator
Monthly Salary: R7500
Duties:
- Attending to Vehicle recoveries
- Validation & updating of all relevant systems on new Stolen Vehicle claims received
- Referring all vehicle accident claims to motor assessors
- Settlement in terms of the refund of excess to clients in the event of the recovery of the
vehicle
- Registration of Deregistered vehicles to Mutual & Federal's name at the Licensing
Department
- Processing Natis enquires sent to the licensing department
- Follow up on outstanding upliftment on claims not settled as well as claims settled
- Negotiation of fees with panel beaters or contractors
- Assessment notification forwarded to handling branches on claims not settled
- Appoint SAPS liaisons on cases where there’s a problem with the recovered vehicle at
- Unicode (SAPS) system is updated accordingly on Stolen & Deregistered vehicles
- Process tax invoices to the contractor for the sale of the recovered vehicle
Reason for leaving: Career growth
Employer 5: @home Benoni Lakeside Mall
City/Town: Benoni
Date: November 2003 to June 2004
Position: Sales Assistant
Monthly Salary: R4500
Duties:
- Assisting customers with Sales
- Being a Cashier
5. P a g e 5 | 6
- Administration of incoming stock & stock required ie stock count
- Receiving of new stock
- Handling sales on different departments within the shops particularly Glassware & Crockery
Reason for leaving: Career advancement
Employer 6: FR Waring (Int) Pty Ltd
City/Town: Hydepark
Date: July 2002 to October 2003
Position: Student Assistant
Weekly Salary: R500
Duties:
- Updating & checking of debtors & creditors accounts
- Arranging payment schedules for creditors
- Printing invoices & payment requests
- Filing & general admin work
- Answering of calls
- Handling of incoming and outgoing e-mails, telexes, manual and electronic faxes &
distributing to relevant recipients
- Updating of virus pattern files on the server
- Checking of all scheduled reports from the server (URL, Teleware)
Reason for leaving: Contract
PERSONAL DETAILS:
Christian Names: Mamiki Rebecca
Surname: Matete
Birth Date: 12-February-1982
Age: 33
Gender: Female
Nationality: South African
Employment equity: Black
Marital Status: Married
Number of Dependants: 2
Health: Good
Smoking: No
Disabled: No
Residential City/Town: Johannesburg
Email Address: mamiki.matete@standardbank.co.za
Landline Number: 011 858 5906 / 011 942 3449
Cell Phone: 083 879 4213
Languages: Tswana
Sesotho
English
Afrikaans
6. P a g e 6 | 6
CONTACTABLE REFERENCES:
Name: Tandi Cimela
Company: Standard Bank Insurance Brokers
Position: Technical Support Manager
Tel: 011 858 5999
Email: Tandi.cimela@standardbank.co.za
Name: Jeffrey Mopeloa
Company: Guardrisk
Position: Product Manager
Tel: 011 669 1216
Email: mopeloaj@guardrisk.co.za
Name: Mfanafuthi Seboko
Company: Guardrisk
Position: Underwriter
Tel: 011 669 1233 / 074 868 6933
Email: sebokom@guardrisk.co.za
Name: Jolanda Ehlers
Company: Marsh Brooklyn
Position: Product Manager
Tel: 087 742 9554 / 082 911 4544
Name: Sheree Moola
Company: Mutual & Federal
Position: Team Leader
Tel: 072 184 7613