Tamara Tonkie

Experience

• 

  Old Mutual South Africa

  Jan 2000 - May 2006

  • Data Capturing on an Accpac accounting system, • Running various functions on Accpac, • Bank & Agent Reconciliations,• Bookkeeping for the Risk Financing Department,• Creating and updating Client Statements,• Reconciling M & F Client Statements with Client’s Bank Statements, • Raising New Business and Endorsements on the Comsure System, • EFT banking on daily basics for Payments of Commissions, Fees and Claims, • Issuing credit & debit invoices,• Queries on client statements, • Preparing basic client Financials,• Handling payments and queries with M & F Insurance Co. Ltd Corporate account’s department, • Corresponding closely with Risk Financing’s Claims and Underwriting departmentsAttend to general office administration e.g. • Attending to telephone queries from brokers/clients • Manage queries and complaints• Department Filing • Attending to Correspondence from brokers/clients• Booking of Clients on the Visitors Access• Confirming payments made from our Department to brokers/clients Show less • Monitoring and Managing the section’s delegated workflow • Planning / Reporting section’s work distribution• Ensuring that new Business and Renewal premiums processed before month cut- off date (Annual/Monthly), • Issuing and signing of Policy wordings, • Issuing and signing off Endorsements changes to Policies on the Comsure System, • Reviewing and renewing existing client profiles on yearly basics, • Signing off and ensuring Renewal Letters are sent out 6 weeks prior to anniversary date,• Assisting our engineering Claims departments on queries, • Corresponding with other Departments with linked client profiles, • MPL Calculations, • Issuing SASRIA,• Issuing Facultative Reinsurance Slips, • Issuing Debit/Credit Invoices, • Dealing with Accounts queries on relevant clients & tracking account payments, • Overseeing Performance appraisals yearly and tracking sessions every month with my Team Individually. • Request Surveys according to survey Branch policy,• Develop and maintain professional client relations – internal/external• Training Staff,• Participated in self-development i.e. in-house training and courses Show less

  • Senior Account Clerk

    Oct 2003 - May 2006

  • Senior Engineering Underwriting Clerk

    Jan 2000 - Oct 2003
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  Reed Accounts Pty Ltd

  Oct 2006 - Dec 2007

  Financial Administrator

  • Reconciling Expenses forms with related receipts, • Data Capturing & Bookkeeping on Oracle and Sage,• Capturing taxable expenses to P11D System• Client Maintenance,• Bank Reconciliations,• Raising and putting through credit card payments for clients,• Made payments to Suppliers,• Invoicing of Clients,• Scanning of expenses to database, • Telephone queries,• General assistance in the office,• Filing

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  Hollard Insurance

  Apr 2008 - Oct 2011

  Underwriting Assistance

  • To perform all underwriting functions of the Group Personal Accident• Portfolio (South Africa, Namibia, Botswana) which includes but is not limited to the entire administration and maintenance of policy files, quotes, new business and renewals. It also includes guiding and supervising other trainees and underwriting clerks ensuring that their work is of the highest standards and accuracy. Assisting with development and marketing of new and existing products of the Company. Ensuring that the business of the company maintains satisfactory underwriting results • Managing the policy document process of new & renewal business,• Managing policy loading and documentation uploading of IBNR system,• Managing monthly production booking of premium, • Managing endorsement process,• Assist in day-day liaison and report matters to Claims/ Finance Division,• Prepare Pre-renewals audits and Renewal Term preparation,• Quote on Corporate new business within delegated authority and agreed procedures,• Month-end balancing of Reports,• Ensure and maintain documentation record keeping on all utilized systems,• Maintain policy files,• Hard Copy & Electronic Document Management of files, Show less

• 

  Chubb

  Nov 2011 - now

  Underwriter

  • To perform all underwriting functions of the Group Personal Accident & Travel• To perform all risk management processes on A&H accounts• Managing the policy document process of new & renewal business on month to month basics,• Managing policy loading and documentation uploading of Apollo/ACWS (in-house systems),• Managing monthly production bookings with the ACE protocols and international monthly close off, • Managing endorsement process,• Assist in day-day liaison and report matters arising to Head Corporate and assist in solutions in respect of the interface between Glasgow and South Africa, Ace Claims/ Finance Division ,• Prepare and Reviewing Pre-renewals audits and Renewal Terms preparation,• Engage between Underwriting Manager/Corporate Head and Key staff on all accounts,• Month-end balancing of Reports,• Ensure and maintain documentation record keeping on all utilized systems,• Assist in system development recommendations, testing and implementation,• Assist Finance Department with Credit Control,• Dealing and interacting with Brokers/Clients telephonically relating to queries• Maintain policy files,• Hard Copy & Electronic Document Management of files,• Assist and support on all operational Matters as required. Show less