OMPHILE SHERYL MOOKI
Principal Officer
Gaborone
Summary
A seasoned professional with a remarkable record of top performance and the proven ability to apply practical skills to the theory and possesses strong moral values and ethics ensuring honesty, reliability, and ability to responsibly undertake tasks, seeking a rewarding position to impart skills, education, and experience to positively contribute to the mandate of an organisation.
Overview
19
19
years of professional experience
2022
2022
years of post-secondary education
Work History
Principal Officer
Fiducia Insurance Brokerage
03.2024 - Current
- Leading Management and administration of the company
- Statutory compliance and corporate social responsibility
- Financial Planning
- Human Resources Management
- Managing the Non-Bank Financial Institutions Regulatory Authority RBSS Portal
- Ensuring all clients are KYC compliant and proper record keeping done accordingly
- Ensure effective support for clients' query resolution and administration
- Manage personnel and career development
- Stay up to date with new products and features
- Advise the shareholders of insurance business opportunities
- Ensure that company hires qualified staff
- Maintain good relations with customers, appointed representatives, suppliers and insurers liaising with all relevant departments
- Ensure that administration of all clients' policies and related contracts are efficiently and professionally handled
- Ensure that internal documentation is accurate, complete and in line with company standards and procedures
- Deal with any message transfer agents (emails enquiries on Facebook page), renewals and cancellations as required ensuring completion within specific time frame
- Helping the sales team generate business to achieve targets by assisting, contributing, and controlling designated tasks
- Ensure sales targets are met and report any deviations
- Ensure short term claims are submitted and followed up on time
Principal Officer
Finsef Pty Ltd
03.2019 - 02.2024
Principal Officer
Exclusive Insurance Solutions
10.2017 - 01.2019
- Leading Management and administration of the company
- Statutory compliance and corporate social responsibility
- Financial Planning
- Human Resources Management
- Managing the Non-Bank Financial Institutions Regulatory Authority RBSS Portal
- Ensuring all clients are KYC compliant and proper record keeping done accordingly
- Ensure effective support for clients' query resolution and administration
- Manage personnel and career development
- Stay up to date with new products and features
- Advise the shareholders of insurance business opportunities
- Ensure that company hires qualified staff
- Maintain good relations with customers, appointed representatives, suppliers and insurers liaising with all relevant departments
- Ensure that administration of all clients' policies and related contracts are efficiently and professionally handled
- Ensure that internal documentation is accurate, complete and in line with company standards and procedures
- Deal with any message transfer agents (emails enquiries on Facebook page), renewals and cancellations as required ensuring completion within specific time frame
- Helping the sales team generate business to achieve targets by assisting, contributing, and controlling designated tasks
- Ensure sales targets are met and report any deviations
- Ensure short term claims are submitted and followed up on time
Sales Consultant
Exclusive Insurance Solutions
02.2017 - 09.2017
- Finding business prospects and improve the company's market position
- Negotiate and close business deals
- Managing the company's business relationships
- Identifying and creating opportunities for our products to reach the masses across our nation
Underwriting Technician
Zurich Insurance Company
10.2014 - 11.2016
- Quote for potential clients
- Analyse and underwrite new and existing policies effectively
- Growth and retention of business
- Provide qualitative service levels to both internal and external stakeholders
- Prepare both facultative slips and reinsurance calculators
- Place reinsurance precisely and timeously
- Monitor loss ratios weekly and implement remediation measures
- Monitor brokers performances
- Ensure the development and the implementation of customer retention, customer acquisition and customer win back strategy
- Deliver the numbers and ensure that the risk and control culture improve across the business
- Monitor variances and propose actions to close gaps
- Target mid-market and large portfolios in the region
Policy Administration Technician
Zurich Insurance Company
10.2011 - 09.2014
- Insurance risk analysis and evaluation
- Policy Administration
- Renewals, endorsements, and new business
- Policy Cancellation
- Placing reinsurance policies (Treaties and facultative inwards and outwards)
Collections Agent
Norman Bissett and Associates Group
10.2005 - 09.2011
- Conduct phone call follows up to clients
- Negotiating repayment plans
- Provide sound financial advice to clients
- Meet set targets of collection
Education
Programme In Risk Management -
University of South Africa
Programme in Risk Management - undefined
University of South Africa
Programme in Short Term Insurance Associateship - undefined
University of South Africa
Diploma In Insurance, Licentiate In Insurance - undefined
University of South Africa
Finance For Non-Finance Managers - undefined
Botswana Accountancy College
Intermediate Certificate in Business Studies - undefined
Botswana Accountancy College
Certificate of Proficiency; Long Term Insurance - undefined
Botswana Accountancy College
Certificate of Proficiency; Short Term Insurance - undefined
Botswana Accountancy College
Skills
- Effective Communication Skills
- Flexible
- Team building
- Ethical and professional demeanour
- Willingness to learn new skills and technologies
- Customer focused
- Relationship management
- Time Management
- Proficient in Microsoft Office
- Proficient in Lotus Notes
Affiliations
Fellow of the Insurance Institute of South Africa (FIISA)
Summary Of Skills
A competent and highly motivated person who can easily adapt to new environment., Effective Communication Skills: Articulate communicator with an appreciation for the different communication styles required when working with team members and customers., Flexible: Understanding of the need for flexibility to support last-minute demands and changes., Team building spirit oriented., Ethical and professional demeanour., Willingness to learn new skills and technologies., Customer focused and keen on exceeding expectations., Relationship management., Time Management: Dedicated to effective prioritization and management of time by allocation tasks and recording activities in diaries and daily to-do lists., Proficient in Microsoft Office package and Lotus Notes.
Professional Bio
A seasoned professional with a remarkable record of top performance and the proven ability to apply practical skills to the theory and possesses strong moral values and ethics ensuring honesty, reliability, and ability to responsibly undertake tasks, seeking a rewarding position to impart skills, education, and experience to positively contribute to the mandate of an organisation.
Timeline
Principal Officer
Fiducia Insurance Brokerage
03.2024 - Current
Principal Officer
Finsef Pty Ltd
03.2019 - 02.2024
Principal Officer
Exclusive Insurance Solutions
10.2017 - 01.2019
Sales Consultant
Exclusive Insurance Solutions
02.2017 - 09.2017
Underwriting Technician
Zurich Insurance Company
10.2014 - 11.2016
Policy Administration Technician
Zurich Insurance Company
10.2011 - 09.2014
Collections Agent
Norman Bissett and Associates Group
10.2005 - 09.2011
Programme in Risk Management - undefined
University of South Africa
Programme in Short Term Insurance Associateship - undefined
University of South Africa
Diploma In Insurance, Licentiate In Insurance - undefined
University of South Africa
Finance For Non-Finance Managers - undefined
Botswana Accountancy College
Intermediate Certificate in Business Studies - undefined
Botswana Accountancy College
Certificate of Proficiency; Long Term Insurance - undefined
Botswana Accountancy College
Certificate of Proficiency; Short Term Insurance - undefined
Botswana Accountancy College
Programme In Risk Management -
University of South Africa
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