Sherwin Jegels
Service Advisor
East London
Summary
I have over 10 years experience in the Insurance industry and have had various position within the industry. I am a hard worker, confident, team player and go getter. I love spending time with family, my passion is playing golf.
Overview
19
19
years of professional experience
Work History
Service Advisor
Momentum Insure
09.2021 - Current
Self-Employed
Lounge About Upholstery
01.2019 - 08.2021
Personal Risk Manager
Marsh
01.2018 - 09.2019
Service Consultant
Alexander Forbes
01.2014 - 06.2018
F&I - Financial Manager
NTT VW East London
01.2013 - 03.2014
Business Development Consultant
Alexander Forbes East London
01.2010 - 01.2013
Financial Advisor
Old Mutual PFA (Sales & Marketing)
01.2009 - 06.2010
Service Consultant
Alexander Forbes East London
01.2006 - 09.2009
Inspection and Service Consultant
Telesure Group Services
01.2006 - 08.2006
Education
Matriculated 2004 Alphendale High School East London
East LondonSkills
Customer Service
Computer Skills
Self Motivation
Excellent Communication
Listening Skills
Sales and Upselling
Identity number
8507055112086
Marital status
Married
Drivers license
Yes
Summary of qualification
- 2005 ITEC - East London ICDL (International Computer Drivers License)
- 2006 Diagonal Insurance Academy - FAIS Exams (31 Credits)
- 2012 Moonstone - Regulatory Examination - Level Completed
- Current studies: 2014 -2015 UNISA - Program in Short Term Insurance NQF: 5
Alexander Forbes responsibilities
Full accountability pertaining to, Understand and appreciate errors and omissions exposures, Adhere to HR policies and procedures
Claims responsibilities
Negotiations with Claims Department / branch Manager pertaining to difficult/problem/repudiations of claims., Monitoring multi-claimants on a monthly basis with branch Manager and applying underwriting measures., Monitoring claims handled by Claims staff to ensure that processing and settlement is effected accurately and timeously.
Underwriting responsibilities
Sales and marketing, Hands on involvement in New Business development by giving leads to Sales Team, Underwriting and accounting queries with branch Manager, Request and track refunds on system, Preparation of underwriting information, Issuing endorsements as required, Issuing quotations when the Sales Team cannot take the call
Training and development responsibilities
Keep abreast of and utilise Group Technology, systems and products, Be alert to and actively promote intercompany cross selling initiatives, Set personal Performance goals and discuss Appraisals with branch and Regional Manager, Monitoring progress through reports, Identifying personal Training needs, Participate in Branch Audits
Reports responsibilities
Monitoring Lost business - Monthly basis, Exit interviews for lost business - All lost business to be signed off., Monitor Monthly unpaid Reports, Full credit control responsibility on allocated accounts
Health and safety functions
Head fire marshal, Evacuation, Determining fire hazards as well as health and safety hazards
Security coordinator functions
In charge of CCVT footage, Reporting any unauthorised activities, Overseeing work done by contractors, Reporting theft, Liaising with armed response
Old Mutual responsibilities
New Business, Create and build own client profile, Cold calling, Provide quotations for new clients as well as a full needs analysis, Contact orphan clients without a Financial Advisor, Market and sell all products
Sales and marketing duties
Old Mutual Life & Investment products, Mutual& Federal Short-term as well as Commercial Insurance, Nedbank Products - New accounts, Investments, Car finance and Home loans
Timeline
Service Advisor
Momentum Insure
09.2021 - Current
Self-Employed
Lounge About Upholstery
01.2019 - 08.2021
Personal Risk Manager
Marsh
01.2018 - 09.2019
Service Consultant
Alexander Forbes
01.2014 - 06.2018
F&I - Financial Manager
NTT VW East London
01.2013 - 03.2014
Business Development Consultant
Alexander Forbes East London
01.2010 - 01.2013
Financial Advisor
Old Mutual PFA (Sales & Marketing)
01.2009 - 06.2010
Service Consultant
Alexander Forbes East London
01.2006 - 09.2009
Inspection and Service Consultant
Telesure Group Services
01.2006 - 08.2006
Matriculated 2004 Alphendale High School East London
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