NEO PHOKONTSI

NEO PHOKONTSI

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location of NEO PHOKONTSICity 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