1. Annastacia Kock
07 Fontein Street, Eldorado park, Johannesburg, South Africa
078 471 3013 OR 011 945 2911
annastacia@hotmail.co.za
PROFILE
My past experience has enabled me to develop good organisational skills, an analytical/logical
approach to tasks, and the ability to work under pressure. I am able to work well both on my own
initiative and as part of a team.
My main strengths are adaptability, dependability and the determination to get a job done as
proven by my wide work experiences in the group risk industry. I try to learn something new from
every experience because I believe there is always room for self-improvement both personally
and professionally.
KEY ACHIEVEMENTS
• Star award Winner in 2007 at Discovery for living the values through outstanding
Customer Service.
• Reduced the unallocated premiums on the Infinit portfolio at Sanlam by starting to
reconciling schemes monthly.
• Created a tracking report for broker commissions to ensure that it was paid on time.
EMPLOYMENT EXPERIENCE
Dual role as Premium Controller and Servicing Consultant, Sanlam EB July 2011 to current
• Reconcile on IMS where information is received in usable format
• Verify reconciliation received from Sanlam
• Flag discrepancies of 15% and more with the Servicing Consultants
• Liaise with Servicing Consultants and brokers by assisting with resolving enquiries
timeously and efficiently.
• Flag problematic schemes.
• Track payments and ensure all commission due are processed within the renewal month
• Checking of commission on Management's behalf.
• Tracking rate changes in the renewal month and amendments.
• Working on Sanlam new MIP system (SNAP)
Servicing Consultant, Infinit May 2008 to June 2011
• Validating the quotations received from the consultants and submitting it to SGR tenders.
• Track turn-around times and ensure target dates are met.
• Check quotation presentations and terms of completeness and corresponding with the
requests.
• Pre-populate Acceptance Forms correctly and comprehensively and collate the required
information
• Assist broker and new client completing the acceptance form
• Issuing of installation pack, renewal pack and policy documents
• Present the installation and renewal pack to brokers
• Attend broker meeting (Discuss possible up sells and outstanding premium and problem
that need attention)
• Liaising with SGR to ensure quotations, installations, renewals and general queries are
completed within the turnaround times
• Generates benefit statement for Group schemes
2. Continued/….
Team Leader, Discovery Group Life January 2008 to April 2008
• Overseeing of teams’ work (i.e. installation of schemes)
• Ensuring that monthly billing run is completed for each scheme and sent to each client
• Quality Assurance and Management of teams’ work
• Performance appraisals
• Completing of statistical reports for managerial purposes on a weekly basis
• Meetings with Management
• Calculating performance incentives
Scheme Administrator, Discovery Group Life December 2003 to December 2007
• Issuing reconciliation for monthly billing and ensuring it is sent out to each client.
• Issuing annual revisions on group risk schemes
• Issuing scheme enhancements for benefit changes
• Calculated annual intermediary commission for group risk scheme renewals
• Generated benefit statement for Group risk schemes
• Uploaded member data into system (i.e. movements e.g. withdrawals, new entrants, etc.)
• Daily checking of scheme renewal, monthly billing and benefit statements on Team
leader’s behalf.
• Generating statistical reports for managerial purposes for weekly meeting
• Assist with the testing of new systems.
Senior Risk Analyst, Discovery Group Life May 2001 to April 2008
• Generation of quotes for groups risk schemes
• Claims experience analysis and management
• Analysis of data and group schemes
• Analysis, check and submit competitive rates
• Negotiation and recalculation of scheme rate adjustments
• Marketing and product training
• Calculation of the final risk premiums and proof-free limits
Senior Quotation Clerk, Discovery Health March 2000 to April 2001
• Generation of group and individual health quotations
• Checking of health quotations
• Data Capturing
• Liaised with clients telephonically to explain the health products
• Assist client completing the Discovery health application form
• Assist servicing consultants on general day to day queries
Quotation Clerk, Capital Alliance 20 April 1998 to February 2000
• Uploaded member data into excel
• Generation of quotes for groups risk schemes
• Analysis of data and group schemes
2
3. Continued/….
EDUCATION & TRAINING
Grade 12: English; Afrikaans, Business Economics; Mathematics, Economics, Accounting
Ravensmead High: 31/12/1995
Business Management 1st
year: (Economics module 1&2; Financial Accounting 1&2;
Management Principles & Practice 1; Methods & Financial calculations; Computerised Financial
System)
Peninsula Technikon: 31/121996
Basic Retirement Fund (COP)
IISA, 05/11/2003
Team Leader and Assistant Manager Academy
Discovery: 02/04/2004
CORE SKILLS
• Communication (Written & Verbal English).
• Organisational (Administrative)
• Attention to detail
• Presentation
• Good interpersonal skills
• Well-developed analytical and numerical ability
• Efficient
• Pro active
• Strong Problem solving ability
• Ability to work independently as well as part of a team.
• Microsoft Office: Word, Excel, PowerPoint, Outlook and Explorer, MS Access 2000
References
Melony York Team Leader
Contact Number : (011) 529 3819
Walter van der Merwe (CEO)
Contact Number : (011) 305 2333
Steyn Enslin
Contact Number : (011) 244-8171
.