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NEO PHOKONTSI

550 followers

City of Johannesburg, Gauteng, South Africa

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Timeline
About me
Structured Finance Transaction Manager
Education
- Milpark Education - School of Financial Planning and Insurance
  2019 - 2020
  Higher Certificate In Short Term Insurance Insurance
  •Legal Framework •Personal Lines Insurance•Commercial Lines Insurance •Risk Management • Introduction to underwriting •Relationship Management
- University of the Witwatersrand
  2014 - 2017
  Bachelor of Commerce - BCom Accounting
  Activities and Societies: Wits Choir Majors•Financial accounting•Management accounting and Finance•Taxation•Auditing
Experience
- Santam Insurance
  Apr 2019 - Nov 2022
  •Communicate with internal stakeholders to provide information, feedback and follow through on queries and / or instructions.•Providing support to the relationship manager and delivering quality service to brokers and direct clients.•Preparing quotes and providing rates for the risk.• Address customer issues including underwriting and commercial related queries•Task related decision-making within set policies and procedures•Conduct research to assist in addressing non-standard underwriting issues.•Update relationship manager reports•Create client profiles for identified risks.• Loading specific conditions to risk•Preparing renewals•Policy screening on policies with high loss ratios and unprofitable accounts.•Prepare reports and statistics based on risk analysis Show less
  - Service Consultant
    Sept 2020 - Nov 2022
  - Graduate Program
    Apr 2019 - Sept 2020
- Investec
  Nov 2022 - now
  - Transaction Manager
    Jul 2024 - now
  - Reconciliation Analyst
    Nov 2022 - Jul 2024
Licenses & Certifications
- McKinsey Foward Programme
  McKinsey & Company
  Jun 2022

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