PERSONAL DETAILS

 SURNAME                                                                 LEWIS

FIRST NAME                                                             LEON GRAEME

HOME ADDRESS                                                        19 GOEDEHOOP STREET

AVONDALE

PAROW

7500

TELEPHONE (WORK)                                            021 – 930 4686

(CELL)                                                                             078 352 3453

(EMAIL)                                                                            leon.lewis@ncagsa.co.za

DATE OF BIRTH                                                       15/10/1964

I.D. NUMBER                                                             641015 5097 087

GENDER                                                                       MALE

MARITAL STATUS                                                  MARRIED

DEPENDANTS                                                           TWO

NATIONALITY                                                           SOUTH AFRICAN

RELIGION                                                                 BAPTIST

 HOME LANGUAGE                                                 ENGLISH + AFRIKAANS

OTHER LANGUAGES                                              NONE

HEALTH                                                                       EXCELLENT

DRIVERS LICENCE                                                 CODE 08

CRIMINAL RECORD                                             NONE

 SPORT/HOBBIES/INTEREST                         HOCKEY, BASEBALL, SQUASH, TENNIS, TABLE TENIS, INDOOR CRICKET, OUTDOOR                                                                                                 ACTIVITIES, QUAD-BIKING, PHOTOGRAPHY

EDUCATION AND QUALIFICATIONS

 HIGHEST SCHOOL ACHIEVEMENT:                                

SCHOOL:                                                                   BRIDGETOWN SENIOR

SECONDARY SCHOOL

YEAR:                                                                         1982

HIGHEST STANDARD PASSED:                         MATRIC

SUBJECTS:                                                               ENGLISH                    (HG)

AFRIKAANS               (HG)

BIOLOGY                   (HG)

MATHEMATICS         (SG)

GEOGRAPHY            (HG)

PHYSICAL SCIENCE (HG)

TERTIARY EDUCATION/STUDIES/PERSONAL ACHIEVEMENTS

• AMATEUR PHOTOGRAPHY THROUGH CORRESPONDENCE COURSE
• REINSURANCE FOR THE NON PRACTITIONER – 75%
• PRACTICAL TECHNICAL PROGRAMME (PRICE FORBES STELLENBOSCH)
• CERTIFICATE OF PROFICIENCY (COP)
• INTERMEDIATE CERTIFICATE IN BUSINESS STUDIES ICIBS (SHORT TERM INSURANCE 2)
• YOUNGEST INSURANCE BROKER TO ACQUIRE THE INSURANCE PORTFOLIO FOR THE UNIVERSITY OF THE WESTERN CAPE
• ACCREDITED MEMBER OF THE INSTITUTE OF LOSS ADJUSTERS (ILA)
• MEMBER OF INSURANCE INSTITUTE OF WESTERN CAPE (IIWC)

EMPLOYMENT RECORD

 PREVIOUS EMPLOYER 1:               COMMERCIAL UNION INSURANCE COMPANY OF SOUTH AFRICA LIMITED                    

PERIOD                                              SEPTEMBER 1983 – 31 DECEMBER 1996

 LAST POSITION:                              SENIOR COMMERCIAL UNDERWRITER

 REFERENCE:                                    MR I P KULBER

REGIONAL MANAGER: WESTERN CAPE

 DUTIES PERFORMED:                    1983    -           POSTAL CLERK

1985    -           REINSURANCE CLERK

1987    -           DOMESTIC UNDERWRITER

1990    -           SENIOR COMMERCIAL UNDERWRITER

 PRIMARY RESPONSIBILITIES

• PROCESSING ALL ENDORSEMENTS, SURVEYS AND REINSURANCE
• CAPTURING NEW BUSINESS AND ALTERATIONS
• KEEPING CLIENT, BROKERS, INTERMEDIARIES AND REINSURANCE COMPANY RECORDS UPDATED
• QUOTING ON NEW BUSINESS TO DIRECT CLIENTS AND BROKERS
• PROCESS ALL OUTSTANDING CREDIT CONTROL AND CASHIERS ENQUIRY
• ASSIST INTERMEDIARIES
• ENSURE COMMERCIAL POLICIES ARE REVIEWED ANNUALLY BY UNDERWRITING THE RISK, AMENDING COVER AND PREMIUMS
• RESPONSIBLE FOR STAFF AND MAIL ALLOCATION OF THE DEPARTMENT IN THE ABSENCE OF THE SECTION HEAD
• MONITORING AND LINKING OF COMPUTERS FOR THE LOCAL BRANCHES

DECLARATIONS       -           ENSURING THE CORRECT PREMIUMS ARE DEBITED OR

CREDITED FOR THE COVER PROVIDED.

-           KEEPING DECLARATION RECORDS UP TO DATE

SASRIA                      -           PROCESSING SASRIA REQUESTED BY CLIENTS’ AND

BROKERS

MISSING SHARES    -           QUOTING, ISSUEING POLICIES AND LIASING WITH

REGISTRARS, BROKERS AND CLIENTS.

-           KEEPING RECORDS AND FILES UP TO DATE

COURT BONDS        -           QUOTING, ISSUEING POLICIES, LIASING WITH MASTERS

OFFICE, BROKERS, CLIENTS AND ATTORNEYS

-           KEEP AND UPDATE RECORDS WITH REGARD TO

ATTORNEYS AND LIMITS

SURVEYS                  -           CONDUCT URGENT DOMESTIC SURVEYS

CONTRACTORS       -           QUOTE AND ISSUE DOMESTIC CONTRACTORS POLICIES

• KEEP UPDATED RECORDS ON ANNUAL AND SHORT PERIOD CONTRACTS

-           ACTION ANNUAL POLICY DECLARATIONS

PREVIOUS EMPLOYER 2:               COMMSURE INSURANCE BROKERS

PERIOD                                              01 JANUARY 1997 TO 31 DECEMBER 2002 

LAST POSITION:                              COMMERCIAL BROKING MANAGER 

REFERENCE:                                    MRS ULPHA ROBERTSON (DIRECTOR)

MRS GAIL SCHOUW (DIRECTOR)

MR NEIL LOUW (MANAGING DIRECTOR) 

DUTIES PERFORMED:                    01^ST JANUARY 1997 – 23 FEBRUARY 1999 COMMERCIAL

24 FEBRUARY 1999 TO 31 DECEMBER 2002 COMMERCIAL BROKING MANAGER

 PRIMARY RESPONSIBILITIES

• CLIENT CONTACT AND TECHNICAL
• ACQUIRING NEW BUSINESS
• RISK MANAGEMENT
• DEVELOP STRATEGIES TO INCREASE PROFITABILITY THROUGH INCOME GROWTH AND REDUCTION OF EXPENSES.
• FULL INTERNAL BROKING FUNCTION INCLUDING PREPARATION AND PRESENTATION OF RENEWALS
• ENSURE THE TIMEOUS RENEWAL OF CLIENT PORTFOLIOS
• REVIEWING CLIENTS PORTFOLIOS, ISSUING OF POLICIES, SUMMARIES, PREMIUM COMPUTATION, RAISING INVOICES AND COLLECTING PREMIUMS.
• KEEP UPDATED RECORDS OF NEW BUSINESS GAINED, BUSINESS LOST AND PREMIUM INCOME
• RE-BROKING OF CLIENT’S PORTFOLIO WHEN NECESSARY
• MAINTAIN UP TO DATE INFORMATION ON MARKET POLICY WORDINGS AND SPECIALISTS COVER
• ADVISE CLIENTS OF UNINSURED RISKS
• MAINTAIN A PROFESSIONAL RELATIONSHIP WITH CLIENTS AND INSURERS
• CREDIT CONTROL
• RESPONSIBLE FOR THE COLLECTION OF OWN CLIENTS PREMIUM AND ENSURING OTHER STAFF DOES
• DEVELOP AND GROW THE VALUE OF EXISTING BUSINESS
• UPDATE COMPUTER RECORDS
• REGISTER, OVERSEA AND PROCESS OWN CLIENTS CLAIMS FROM START TO FINISH
• APPOINT ASSESSORS, OBTAIN QUOTATIONS, LIAISE WITH INSURERS AND KEEP CLIENTS INFORMED ON THE PROGRESS OF CLAIMS AND REJECTIONS
• ATTEND MANAGEMENT MEETINGS TO DISCUSS PROGRESS OF STAFF, NEW BUSINESS AND STAFF PROBLEMS
• PREPARE MONTHLY BUDGETS FOR MANAGEMENT AND STAFF MEETINGS
• MONITOR EXPENDITURE FOR THE DEPARTMENT
• ASSIST STAFF WITH WORK PROBLEMS AND TRAINING
• ADHERENCE TO INTERNAL SYSTEMS AND PROCEDURES

PREVIOUS EMPLOYER:                  INYAMEKO RISK & LOSS ADJUSTING SERVICES

PERIOD                                              01 JANUARY 2003 TO 31 JANUARY 2017

 CURRENT POSITION:                      LOSS ADJUSTER

 REFERENCE:                                    MR RICHARD ARENDS (DIRECTOR)

MS MARIA ISAACS (DIRECTOR)

 DUTIES PERFORMED:                    LOSS ADJUSTER

                                                                   SURVEYOR

ASSESSOR

  PRIMARY RESPONSIBILITIES

 LOSS ADJUSTER

• INVESTIGATE ALL CLASSES OF CLAIMS ON BEHALF OF INSURANCE COMPANIES, BANKS AND MANDATED BROKERS
• CONDUCT ASSESSMENTS AND QUANTIFY THE LOSS/DAMAGE
• DO ALL NECESSARY FORENSIC INVESTIGATIONS
• SUBMIT CONCISE REPORTS COMMENTING ON THE COMPANY’S LIABILITY
• APPOINT COMPANY CONTRACTORS TO EFFECT AUTHORISED WORK
• PROJECT MANAGE THE AUTHORISED WORK
• CONDUCT SITE INSPECTIONS TO CHECK ON THE PROGRESS OF AUTHORISED WORK
• CONDUCT VALUE AT RISK EXERCISE FOR BUILDINGS AND CONTENTS TO ASCERTAIN THE ADEQUACY OF SUM INSURED
• LIAISE WITH SPECIALISTS LIKE STRUCTURAL ENGINEERS, QUANTITY SURVEYORS, ARCHITECTS AND BUILDERS TO ASSIST WITH INVESTIGATING CLAIMS
• INVESTIGATE AND QUANTIFY LIABILITY CLAIMS INSTITUTED AGAINST THE CITY OF CAPE TOWN

SURVEYOR

• CONDUCT SURVEYS ON BEHALF OF ABSA INSURANCE IN RESPECT OF NEW AND EXISTING BUSINESS AND PERSONAL PORTFOLIOS COMMENTING ON CRIME AND ACCIDENT CLASSES
• CONDUCT VALUE AT RISK EXERCISE ON BUILDINGS
• COMMENT ON RISK IMPROVEMENTS

ASSESSOR

• INSPECT AND INVESTIGATE DAMAGE TO VEHICLES FOLLOWING AN ACCIDENT
• INVESTIGATE THEFT OF MOTOR VEHICLES

ATTRIBUTES:                                      SELF MOTIVATED, FAIR, TRUSTWORTHY, HONEST, ASSERTIVE, ACCOUNTABLE AND AN                                                                                        INDEPENDENT WORKER

CURRENT EMPLOYER:                   NETWORK CLAIMS ASSESSORS GROUP

PERIOD                                              01 FEBRUARY 2017 TO CURRENT

 CURRENT POSITION:                      LOSS ADJUSTER

 REFERENCE:                                    MR THYS BOTES (DIRECTOR)

MRS CHARMAINE BOTES (DIRECTOR)

 DUTIES PERFORMED:                    LOSS ADJUSTER                                                           

 PRIMARY RESPONSIBILITIES

 LOSS ADJUSTER

• INVESTIGATE ALL CLASSES OF CLAIMS ON BEHALF OF INSURANCE COMPANIES, BANKS AND MANDATED BROKERS
• CONDUCT ASSESSMENTS, QUANTIFY THE LOSS/DAMAGE & COMPILE REPORT
• DO ALL NECESSARY FORENSIC INVESTIGATIONS
• SUBMIT CONCISE REPORTS COMMENTING ON THE COMPANY’S LIABILITY
• APPOINT COMPANY CONTRACTORS TO EFFECT AUTHORISED WORK
• PROJECT MANAGE THE AUTHORISED WORK
• CONDUCT SITE INSPECTIONS TO CHECK ON THE PROGRESS OF AUTHORISED WORK
• CONDUCT VALUE AT RISK EXERCISE FOR BUILDINGS AND CONTENTS TO ASCERTAIN THE ADEQUACY OF SUM INSURED
• LIAISE WITH SPECIALISTS LIKE STRUCTURAL ENGINEERS, QUANTITY SURVEYORS, ARCHITECTS AND BUILDERS TO ASSIST WITH INVESTIGATING CLAIMS

REFERENCES 

1. REFEREE: MRS ULPHA ROBERTSON

(DIRECTOR – COMMLIFE FINANCIAL SERVICES)

CONTACT: 021- 685 0070

CELL:  REFEREE: MRS GAIL SCHOUW

(DIRECTOR – COMMLIFE FINANCIAL SERVICES)

REFEREE MR NEIL LOUW

(DIRECTOR – COMMSURE INSURANCE BROKERS)

CREFEREE MS ANEEQAH HAUPT

(OFFICE MANAGER – INYAMEKO RISK &

LOSS ADJUSTING SERVICES

CONTACT:  021- 762 4333

CELL:   071 930 7305 REFEREE MR THYS BOTES

(OWNER/DIRECTOR – NETWORK CLAIMS ASSESSORS GROUP

LOSS ADJUSTING SERVICES

CONTACT:  021 – 930 4686

CELL:   083 788 8585