Summary
Overview
Work history
Education
Skills
Timeline
Generic

Samantha Boyd-Grey

Fernham,Oxfordshire

Summary

I have many years experience in the insurance and financial sector. Whilst that experience has been gained working outside of the UK, I believe my skills are valuable and transferable. I'm resourceful, hardworking and I'm highly motivated about beginning a new work life in the UK. I am confident that I would make a positive contribution to an organisation that would benefit from my expertise and I am looking forward to the next opportunity.

Overview

29
29
years of professional experience

Work history

Retirement Fund Administrator

Evolution Corporate Benefits
Johannesburg, South Africa
09.2019 - 03.2023
  • Client liaison and correspondence on monthly contribution schedules and payments.
  • Maintaining client relationships with each participating employer and members on a daily / monthly basis as required
  • Maintained up-to-date knowledge of legislation and policy changes.
  • Processing monthly recons on 29 participating employers of Unicover Pension and Provident Funds.
  • Unit pricings on Investments, balancing, processing of withdrawals from Fund’s, retirement claims, disability, and death claims, including the necessary investigations.
  • Drawing up calculations on Funds for Covid 19 relief options.
  • Preparing documents and attending board meetings with the Director to present quarterly reports to the Mental Health Institutions.
  • Built and carefully managed loyal, profitable client base.

Retail Brand Ambassador

Celltone Skin Care
Johannesburg, South Africa
01.2015 - 07.2019
  • Grew and maintained relationships with major beauty retailers, consultants and store managers.
  • Successfully targeted new business opportunities and delivered or exceeded sales targets
  • Improved efficiency and productivity by acquiring new skills.
  • Applied positive customer service approach to increase satisfaction levels.
  • Wrote reports outlining project progress and results. Provided accurate stock reports, ensured merchandising was correct.
  • Developed and delivered promotions / in store events / product demonstrations.
  • Gave in-store training to teams of promotional staff to ensure that they were confident in selling all the products within the range

Account Manager Financial Markets Division

Aon South Africa (Pty) Ltd (prev Glenrand MIB)
Johanneburg, South Africa
07.2008 - 01.2012
  • Running the corporate book in Financial Institution’s, maintaining, and renewing existing, current business and growing the new book of business.
  • Preparing quarterly reports, projecting and achieving and projecting new business budget.
  • Managing two internal brokers, who assisted on the corporate renewal procedure, attending client quarterly meetings and renewal presentations.
  • Liaised with external organisations for quotations, on both new and renewal business, collated quotations, prepared and presented presentations for renewal and new business.
  • Attended internal strategy meetings on big group renewals, compiled response for proposals and tender documents on new business.
  • Focused on new business to include cold calling, achieving appointments, quoting and presenting on new business and closing of same.
  • Reviewing various policy wordings and highlighting exclusions that needed to be communicated to clients, as well as available extensions.
  • Where needed, negotiated with underwriter to accommodate specific clients requirements.
  • Represented company at industry events, networking to increase client engagement and identify new opportunities.
  • Delivered exceptional customer service, addressing customer queries and handling customer complaints.

Specialist Risks Broker / Specialist Schemes Div

Marsh Vikela South Africa (Pty) Limited
Johanneburg, South Africa
06.2004 - 06.2008
  • Running the IBC Scheme (Insurance Brokers Council) Professional Indemnity business.
  • Handling of all Underwriting of the scheme, quoting on book of business equating to approximately 1500 members, referral of claims, drawing up of certificates and endorsements, obtaining quotes for members on excess layers, running through and advising clients on different coverage options on the scheme, general client liaison, maintaining client relationship and obtaining new business.
  • Dealt with other cover offered on the scheme such as: FG (Fidelity Guarantee) Loss of documents, defamation & injuria, staff dishonesty, computer crime and re-instatements.
  • Ensured clients had valid retroactive dates in place, if necessary, sold retroactive cover.
  • Met with IBC National office to discuss marketing strategies to members and non-members. Supplied feedback on scheme performance and any concerns relating to claims or client problems.
  • Attended road shows and delivered presentations and Q & A sessions to ensure members were fully aware of the cover they had.. Entertaining IBC president and directors at select Marsh Vikela functions i.e.: Marsh Vikela golf day, Insurance Institute dinner and Wine Auction.
  • Invited to represent Marsh Vikela at the IBC AGM meetings.

Sales Executive - Property

First Pacific Davies
, Hong Kong
01.1994 - 10.1995
  • Successfully sold 85 flats in Hong Kong Central - in a block with sub-optimal position.
  • Completed necessary, administrative tasks - such as updating property listings available in Hong Kong, Australia and Bangkok.
  • Carried out active selling from initial customer greeting.
  • Generated new leads and opportunities to maximise revenue.

Education

FAIS Compliance training - Financial & Insurance

University of Witwatersrand / INTEC
Johannesburg, South Africa

Skills

Strong sales and people skills

Proven experience maintaining and growing a book of business with clients across a wide range of industries

Commercial acumen

Excellent organisation and administrative skills

Excellent customer service and communication skills

Computer Literacy

Outgoing, driven and determined




Timeline

Retirement Fund Administrator

Evolution Corporate Benefits
09.2019 - 03.2023

Retail Brand Ambassador

Celltone Skin Care
01.2015 - 07.2019

Account Manager Financial Markets Division

Aon South Africa (Pty) Ltd (prev Glenrand MIB)
07.2008 - 01.2012

Specialist Risks Broker / Specialist Schemes Div

Marsh Vikela South Africa (Pty) Limited
06.2004 - 06.2008

Sales Executive - Property

First Pacific Davies
01.1994 - 10.1995

FAIS Compliance training - Financial & Insurance

University of Witwatersrand / INTEC

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