Kgomotso Lobega (AIISA)

Experience

• 

  RMB Private Bank

  Apr 2005 - Apr 2007

  Securities/Insurance Administrator

   New Business underwriting for new bonds  Policy Administration  Renewal, Endorsements & Cancellations  Private Client Servicing  Signing off Security deals  Relationship Management  Handling Client Complaints

• 

  FNB Homeloans

  Apr 2007 - Feb 2008

  Assistant Service & Quality Manager

   Dealing with client complaints  Balancing daily ledgers Liaising with attorneys on Bond Registration  Dealing with Client complaints  Preparing Audit reports for the department Project Management  Service & Quality Management

• 

  Aon South Africa

  Feb 2008 - now

   Private Client Relationship Management  Dedicated Portfolio Management  Policy renewals, Endorsements, Cancellations etc.  Adhering to the Private Client Service Level Agreement  New Policy Underwriting  Client Retention  Product and policy comparison  Providing Excellent Service to the Private Bank and its consultants  Ensuring Client Satisfaction Handling Multiclaimant action Claim Rejection management  Giving advice on available Financial Products Show less

  • Team Leader

    Jan 2021 - now

  • Private Client Service Consultant

    Feb 2008 - Jan 2021

  • Client Service Advisor -Commercial

    Feb 2008 - Jan 2021