Strengths: a) Technical / Professional Strengths: • Sound Employee Benefits knowledge (Define Contributions, Define Benefits, Preservation Funds, Member Choice, Trust Services and Beneficiary Funds, Annuity Payment (monthly and ad-hoc), Pension Backed Home Loans, Direct Housing, Credit Life, Self-Insurance, Section 37C tracing, Dormant Member Tracing for Surplus apportionment, Call center) underpinned by research. • Sound Administration - as above • Sound Systems and software knowledge to administer above products • New Product Design and Implementation – designing products to suit clients needs • Procedures, policies and best practice with experience in process re-engineering • Utilizes systems to automate process in order to reduce manual work resulting in: - o Increased productivity – i.e. existing staff taking on new business without recruiting additional staff. o Workflow to track progress of each admin function underpinned against SLA in place o Increase revenue – fewer staff required to service additional clients • New business presentation b) Strengths From A Character / Personality Perspective: • Get on with most people (no popularity contest) – clients needs comes first • Get things done using internal resource • Leadership qualities • A good listener and obtain solution from staff • Encourage staff to challenge procedures and policies to make them more user friendly and effective • Team environment • A perfectionist • Customer focused – a balance between client’s needs and in house deadlines and performance • Staff accountable for their actions and ownership of process • Self – market credibility with high work ethics – never compromised • Encourage open door policy and focus on communication at all levels • Invest time in training, re-training, coaching staff and mentorship to assist staff Achievements: • Set up the Member Choice division for Alexander Forbes • Part of the project team with Alexander Forbes re-engineering systems, business process and implementation – new computer system • Project leader for the NBC Holdings move from Alexander Forbes to own premises after management buyout – designed work space, refurbishment, furniture, IT connectivity, etc. • Negotiated and transferred all NBC business from Alexander Forbes to NBC • Negotiated Pension Backed Home Loan funding agreement and funding with ABSA including Legal agreements • Negotiated Home loan funding from various banks for SAQ • Sorted out home loan product for SAQ • Established new departments with products, procedures, negotiated systems contracts for implementation, staff recruitment for new EB products namely EB Administration, Trust Service and Beneficiary Fund Administration, Annuity Payment (monthly and ad-hoc), Pension Backed Home Loans, Credit Life, Self-Insurance, Section 37C tracing, Dormant Member Tracing for Surplus apportionment, Call center, Cell Captive Insurance underwriting • Marketed and secured new clients for Trust Services and Call Centre