1. CURRICULUM VITAE
Mwape Juliet Sampa
Contact No: 0977 784 811, 0975 815 450 Email: julietsampa@gmail.com
Date of Birth: 17-09-74 Marital Status: Married
Sex: Female Children: 03
Nationality: Zambian NRC number: 30064/61/1
Profile
• Extensive knowledge of developing, Underwriting, Claims and Re-Insurance objectives.
• Demonstrated ability of offering excellent report preparation support including, Board
preparation and presentation, supervising and providing work direction.
• Possess clear rules and organized methods to guide activities and develop innovative solutions
to problems.
• Ability to evaluate and prioritize work assignments, can organize own work and exercise
sound independent judgment within established policies and procedures.
• Accuracy with problem-solving skills, critical-thinking skills, pays attention to detail, and
organizational skills.
• Reliable, well-organized, self-motivated. Service minded and problem-solving oriented. Strong
interpersonal negotiation and inter-cultural communication skills, and a fair team player.
• Ability to communicate and interact effectively with co-workers, managers, subordinates and
the general public sufficient to convey information and to receive work direction.
• Courageous, proactive, confident and readiness to learn new things and meet challenges in
life.
• Demonstrate leadership to develop the enthusiasm needed in People management.
• Ability to work to deadlines, and adapt a flexible approach to meet the needs of any
business.
• Demonstrate sound computer skills (MS Office)
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2. Professional and Academic Qualification
1. Degree in Business Studies BA (Hons) – Greenwich University, 2013 - 2014.
2. Advance Diploma in Business Management (ABE), 2011 – 2012.
3. Diploma in Business Management (ABE), 2009 – 2010.
4. Diploma I in Business Management (ABE), 2008 – 2009.
5. Diploma in Insurance Studies (ZIBCT), 20012 – 2003.
6. Certificate in Marketing (LCCI), 1995 – 1995.
7. Certificate in Selling & Sales Management (LCCI), 1994 – 1994.
8. Grade 12 Certificate – Kansenshi Secondary School, 1988 - 1992
Professional Affiliations
• Member of ABE
• Insurance Institute of Zambia
Work Experience
Company: REGENT LIFE ZAMBIA LIMITED (Former Blue Assurance Services)
Position: Operations Manager
Year: January 2008 to Date
Key Responsibilities & Duties:
• Manage New Business and Policy maintenance
• Coordinate all departmental processes and ensure that processes are achieved timely
• Coordinates with accounts and ensures that accounts is provided with accurate GPI
• Head of collection, lodging and submission of payments for Direct Debit and Stop order
• Heading the firms Underwriting and all classes of insurance
• Authorize Payments and commissions
• Building and maintaining business relationships with clients and brokers
• Ensures Reinsurance accuracy in line with agreement
• Ensures the Business statistics are updated on a monthly basis
• Performing Risk mitigation tasks
• Checking daily tasks completion and adherence to timelines
• Preparing and presenting of Board reports to the board
• Ensuring that processes and practices are implemented
• Ensuring compliance with policies and procedures
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3. • Preparing Monthly Operations reports
• Coordinating with all staff
• Monitoring Daily targets
• Liaising with SA on HR matters
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Company: Diamond General Insurance (Cavmont Capital Insurance)
Position: Underwriter
Period: 2004 to 2008
Key Responsibilities & Duties:
• Preparing Production figures
• Managing Re-Insurance returns
• Preparing Business performance Analysis Reports
• Analyzing and reviewing performance of existing business.
• Marketing Insurance Policies including Bonds
• Preparing quotations for clients
• Yellow Card Co-coordinator
• Supervising sales Agents
• Handling Policy documents
• Managing Renewals
• Coordinating Claims processing
• Communicate with agents to obtain additional information to facilitate processing of
transactions.
• Assisting in resolving billing issues, policy status, and explaining new processes or company
products.
• Developing business relationships with other firms.
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Company: Cavmont Capital Insurance
Position: Assistant Underwriter
Year: July 2002 To 2004
Key Responsibilities & Duties:
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4. • Underwriting General Insurance
• Handling Claims
• Liaising with brokers
• Handling broker business
• Issuing policy documents
• Processing Renewals for clients
• Handling direct Business
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Company: WITS Insurance Brokers Limited
Position: Broker
Period: 2003 to 2003
Key Responsibilities & Duties:
• Handling corporate Business
• Negotiating policy terms and costs with insurance providers
• Renewing or amending existing policies for clients
• Handling Reconciliations with Insurance Companies
• Gathering information from clients, assessing their insurance needs.
• building and maintaining ongoing relationships with clients including scheduling and attending
meetings and understanding the nature of clients' businesses
• foreseeing clients' insurance needs, such as policy renewals
• Advising clients on risk management and helping to devise new ways to mitigate risks.
• Ensuring clients understand the terms and the extent of the cover provided in line with industry
regulations.
• Marketing and acquiring new clients;
• Performing administrative tasks such as paperwork, correspondence and keeping detailed
records.
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5. • Maintaining reports and records of insurance policies.
• Processing insurance applications.
• Maintaining regular contact with clients.
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Company: WITS Insurance Brokers Limited
Position: Assistant Broker
Period: 2000 to 2003
Key Responsibilities & Duties:
• Underwriting various classes of Insurance
• Handling Claims
• Procuring business on behalf of Insurance Companies
• Marketing insurance services
• foreseeing clients' insurance needs, such as policy renewals
• Advising clients on risk management and helping to devise new ways to mitigate risks.
• Ensuring clients understand the terms and the extent of the cover provided in line with industry
regulations.
• Marketing and acquiring new clients;
• Performing administrative tasks such as paperwork, correspondence and keeping detailed
records.
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Company: Zambia State Insurance Corporation
Position: Sales Executive
Year: 1996 to 2000
Key Responsibilities & Duties:
• Selling insurance policies to potential clients.
• Helping individuals, businesses, and families select the most appropriate policies for health, life,
and properties
• Advising clients on how to minimize risk.
• Scheduling and attending meetings
• Discussing and assessing clients' current and future insurance needs
• Researching insurance policies and products
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6. • Arranging insurance cover for clients with the insurance provider
• Collecting insurance premiums
• Managing, maintaining and safe keeping of clients records
• Preparing reports for insurance underwriters
• Advising clients on making claims on their policies
• Undertaking general administrative duties
• Marketing insurance services
• Selling policies that protect individuals and businesses from financial loss resulting from
automobile accidents, fire, theft, storms, and other events that can damage property.
• Seeking out leads and new clients.
Interests and Activities
• Social counseling
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Other Skills
• Computer Literate in Microsoft Office Packages
• Able to work under minimum supervision
• Quick learner with willingness and ability to acquire more knowledge
Referees
1. Mrs. Christabel Banda
Insurers Association of Zambia
Lusaka
Phone: 0977275760
2. Mr. Webster Ndui
Blue Financial Services
Lusaka
Phone:
3. Mr. Anand Sharma
MARSH
Lusaka
Phone: 0979073021
4. Mr. John Mwape
Property Manager
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