Summary
Overview
Work History
Education
Skills
Identity number
Marital status
Drivers license
Summary of qualification
Alexander Forbes responsibilities
Claims responsibilities
Underwriting responsibilities
Training and development responsibilities
Reports responsibilities
Health and safety functions
Security coordinator functions
Old Mutual responsibilities
Sales and marketing duties
Timeline
Generic

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 London

Skills

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
Sherwin JegelsService Advisor