Wilson Gwizo

Experience

• 

  CBZ Holdings Limited

  Apr 2013 - now

  RESPONSIBILITIES• Preparing the monthly actuary report, income files and the reconciliations.• Producing monthly reinsurance reports for internal and external use.• Managing, monitoring and analysing of premium payments for the Whole Life portfolio.• Analysing the income files checking for variances from expected income and income received, performing reconciliations and producing comments for management.• Tracking and making follow up for payments by customers to strengthen cash inflows for the new business file. • Conducting quarterly system stress tests to check on strengths and weaknesses of the system’s controls. • Facilitating and ensuring payments to suppliers / service providers are done as per agreed terms.• Managing inventory for the department assisting in the organization’s cost management.• Implementing cost control measures for the department through selecting and contracting cost efficient and high quality external suppliers of services and goods required for the department. • Responsible for maintaining New Business whole life records and confidential client information.• Reporting suspicious transactions as per the RBZ anti-money laundering policy requirements. • Issuing of policy documents, underwriting requirements letters and lapse letters to clients• Initial underwriting of new business applications. Show less

  • Assistant Accountant

    Nov 2019 - now

  • New Business Adminstration

    Apr 2013 - Oct 2019
• 

  Express Motorspares T/A Kopje Spares Margolis branch

  Feb 2015 - Dec 2017

  Business Operations and Finance

  - Assisting in preparing Monthly Budgets-Inventory management-Profitable discount pricing methods implementation-Cash-flow forecasting and management-Assisting with payroll administration-Income and expenses analysis and reconciliations- Sales returns authorization- Utility bills payments reconciliations- External and internal payments processing- Assisting with bank and cash reconciliations