Thandeka Mzobe

Personal Lines Underwriter at iMas Insurance Brokers (2025-10 – Present)

Conducted risk assessments and underwrote policies in line with FAIS compliance and company underwriting guidelines.
Processed policy amendments and endorsements and provided technical advice on cover, excesses, and exclusions.
Drove policy retention, rebroking, and upselling by identifying client needs and recommending suitable products.
Managed end-to-end refund processing, including reconciliations and account queries.
Handled client queries via WhatsApp, email, and calls and liaised with vehicle finance departments.
Followed up on unpaid premiums to reduce lapses.
Reviewed existing policies and premiums for accuracy, competitiveness, and profitability.
Prepared and issued border letters, renewal letters, and client correspondence.
Generated quotations for new business and cross-sell opportunities.
Escalated complex queries to relevant departments to ensure efficient client service.

Insurance Underwriting Administrator at Mountbatten Insurance Consultants (2021-11 – 2024-08)

Underwrote a diverse portfolio of commercial, farming, and personal lines insurance risks, including engineering, liability, and employers liability.
Conducted comprehensive risk assessments by analyzing applicant data and determined appropriate coverage options.
Collaborated with insurance agents and brokers to review and negotiate policy terms, premiums, and conditions.

Insurance Administrator - Long Term and Short Term at Larkins Financial Services (2021-04 – 2021-09)

Managed a portfolio of long-term and short-term insurance policies and ensured accurate administration.
Implemented process improvements that increased efficiency and reduced errors in policy administration.
Developed strong relationships with policyholders, agents, and stakeholders.
Performed underwriting duties in collaboration with insurers.

Temporal Receptionist at Hay & Scott Attorneys (2015-03 – 2015-08)

Implemented a new filing system for legal documents that resulted in a 50% reduction in document retrieval time.
Maintained client and contact database.
Prepared legal documents including contracts, briefs, and pleadings that resulted in a 30% reduction in preparation time.
Assisted with typing of bills.

Loan Consultant at SMA Finance Head Office (2012-01 – 2014-02)

Receiving Clerk / Data Capturer at Natal Associated Agencies (2015-08 – 2016-03)

Managed incoming and outgoing shipments with accurate recording and tracking of inventory.
Partnered with cross-functional teams to resolve discrepancies and reduced delays.
Conducted quality checks on received goods and reported damaged items.
Provided administrative support including answering calls and preparing correspondence.
Input large volumes of data into electronic databases with high accuracy.

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