Khensani Maluleke

Experience

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  Glenrand MIB

  Jan 2010 - Oct 2010

  Graduate Trainee

  Duties and Responsibilities : To acquire knowledge of the industry, company and the products offered by the company by means of rotating within the company; from the personal division to commercial then corporate division. Commercial Division: Drawing and analyzing reports and making the necessary recommendations. Doing quotes for clients. Liaising with clients. Placed in charge of national conversion processes. Endorsements. Supervise learners: delegating work to them, ensuring they meet the necessary deadlines and expectations and reporting back to management. Show less

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  Aon South Africa

  Oct 2010 - Nov 2014

  - Handling Pension Fund Trustees portfolio- Servicing of Financial Institution and Pension Fund Trustee clients- Sourcing quotes from the market for clients for various covers- Weekly and monthly credit control- Renewing of client policies by sending out renewal invitations to clients, compiling quotes and market analysis for the clients and upon their approval binding cover with the selected markets- Attending client meetings and presentations in order to give clients cover needed- Advising clients on different covers offered and all their queries accordingly- Compiling summary of covers for clients- Compiling renewal presentations for clients Show less - Endorsements for direct clients and branches: instructions received from clients via email and/or telephonically, I then endorse policy as per instruction and then forward the endorsements to insurers and to the clients.- Weekly and monthly credit control for direct clients and branches. - Conversions of policies: receive conversion instruction, convert the policy as per instruction, following up on the conversion and accepting them once all the necessary information has been clarified and the conversion is up to the client’s and/or Account Manager’s satisfaction.- Monthly and annual renewals on a monthly basis: prepare renewals for all the non-visited clients. Prepare the broking for the visited clients (instruction received from Account Manager). Send out the renewal terms to the client and insurer once terms have been agreed upon with the insurer.- New business: receive instructions; check if the closing instructions are correct and that the risks underwritten are within the Shared Services mandate. Load and issue the new business. Send the finalised documents to the client and the insurer.- Cancellations: receive cancellation requests from clients via email and/or telephonically, cancel policy as per instruction and send the cancellation documents to the client and the insurer.- Client Queries: resolve any client queries that may arise (telephonically or via email). Assist clients who chose to come in personally. - Assisting the client in claim procedure and following up on the client’s claims.- Supporting Claims department in claim queries.- Administer a portfolio in excess of R20 000 000 worth of premiums annually Show less

  • Internal Broker

    Jul 2012 - Nov 2014

  • Internal Broker

    Oct 2010 - Jun 2012
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  Alexander Forbes

  Dec 2014 - Apr 2015

  Assistant Consultant

  Assistant Consultant to various employee benefit schemes (clients). Servicing clients along with the assistance and guidance of the Principal Consultant. Compile and maintain all schemes and ensure that scheme information is collated prior to trustee meetings.

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  Guardrisk

  May 2015 - May 2021

  Portfolio Manager

  - Managing a portfolio of Nonlife & Life Affinity Cell Captives- Build & maintain relationships with existing, prospective clients & stakeholders- Develop & implement new business for existing clients, which expands presence in existing markets & develop new client relationships- Responsible for achieving new business & existing business annual budgeted growth- Consult & provide technical support to new & existing client’s in respect of good governance principles & legislative compliance- Manage client experience & expectations in order to ensure client’s needs are being successfully metObtain, implement & coordinate new cell captive structures by, inter alia:- Assisting in ensuring that product structures, benefits, premium build-up, compliance, market conduct & legal requirements are met- Drive, support & ensure that required due diligence is done- Support Legal, Risk & Compliance team to ensure cell structure is in line with licensing requirements- Support Actuarial team to ensure that data is provided for capital adequacy requirement & premium calculations- Ensure that internal processes are completed in line with business requirements & relevant sign-off is obtained- Draft & ensure that all necessary legal agreements are in place- Ensure that the cell facility is open & capital adequacy amounts are paid into the cell.Coordinating existing cell activities including, inter alia:- Cell specific strategic planning, product development and processes,- Due diligence review which provides a strategic overview of structures, benefits, systems etc.- Renewal for reinsurance & quota share arrangements- Coordinating new product implementation by ensuring that risk rates, benefits, policy wording, premium build-up, solvency requirements, internal sign-off etc. are completed, in accordance to client expectations and compliant.- Liaising with intermediaries, binder holders, cell owners in respect of statutory, market conduct & actuarial reporting Show less

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  Absa Life

  Jun 2021 - now

  Channel Account Manager

  o Act as the key relationship manager for any new strategic partners being on-boarded.o Assist in the development of a cell captive arrangement or white labelling model for these partnerships, including legal, compliance, due diligence, RDR remuneration for partners involved.o Provide oversight into the operations of the full value chain of the partners as well as internally within the organization.o Drive performance of joint ventures through strategic engagements.o Take overall responsibility for partnership performance and engagements.o Knowledge sharing regarding industry best practices to other team members and act as support for the overall strategy and delivery of the team.o Manage client experience and expectations in order to ensure client’s needs are being successfully met Show less