Curriculum Vitae of Patrick Roberts

Personal Details

Full Name: Patrick Wayne Roberts

ID Number: 690705 5003 081

Marital Status: Single

Languages: English and Afrikaans

Residence: 401 Bandle, Marine Drive, Summerstrand, Port Elizabeth

Contact Details: H – 041 583 2334 | M – 072 379 2848 | Email – voyager@icon.co.za

Interests: PC based graphic design, photography, cycling, walking, yoga,

reading, aviation enthusiast, scale-model aircraft & Lego building.

Education, Qualifications & Courses

Transvaal Education DepartmentMatric: King Edward VII School (KES), Houghton, Johannesburg, 1987.

Subjects studied: English, Afrikaans, Mathematics, Geography, Science and Art.

Transvaal Education DepartmentWhilst at high school, I attended a five year course at the Johannesburg College of Education’s Extra Curricular Centre for Highly Gifted Children between 1983 & 1987

where I obtained a certificate for the successful study of the following subjects (amongst

others): Computers, Astronomy, Petro-chemistry, Art, Electronics and Geology.

Telesure Leaders for the Future Programme Via Telesure, I was nominated for and attended a course between June 2010 and May

2011 with the Gordon Institute of Business Science (GIBS), which forms part of the

University of Pretoria.

Modules studied: Personal Mastery & Leadership; Macroeconomic Perspectives; Creative,

Lateral & Strategic Thinking and Marketing & Customer Centricity.

(SAQA ID: 67215, NQF Level 6: 120 credits).

FSB Regulatory Certificate (2012)

1st Level Regulatory Examination:

FSP’s (Sole Proprietors) & Key Individual (I, II (A), III & IV)

Courses / Certificates Cont.

Project Management Ideas – Project Management Principles for the Team Member21 to 23 April 2007

Telesure Internal Programme via GROW Consulting – The Leadership Licence ProgrammeMay 2006 to November 2006

Corporate, Business & Management Training – Train the Trainer16 to 17 October 2000

Employment History

Note: Since leaving Telesure Group Services in May 2014 (as set out below), I have been

self-employed primarily in a Management Consulting role, providing my services to

numerous companies across a broad spectrum of industries and in varying roles and

capacities across the country.

During this time I also participated in property development both in a private and

professional capacity. Inter alia I worked as a freelance intern agent for a period of

approximately eighteen months closely with Ian Olivier, the Principal at Pam Golding

Properties (Port Elizabeth), focusing exclusively on the Royalston Wildlife & Residential

Estate Development.

For the purposes of compliance, marketing et cetera, I was formally associated with PGP

PE at this time. This arrangement was in existence between September 2014 and March

2016.

Reasons for seeking fulltime employment: Due to the general downturn in the economy

and the obvious effect in property specifically, as well as a number of personal factors, I

have elected to return to employment within the formal sector.

Name of Company: Telesure Group Services (TGS) Total period: May 1995 to May 2014; Durban, Port Elizabeth, Bloemfontein & Pretoria

Note: Since I joined the Company in 1995 it changed names twice; from Auto & General

Ins. Co. to Hot-line Administrative Services then becoming Telesure Group Services.

During my tenure I relocated from Durban to Port Elizabeth (taking over the Eastern Cape

region) and whilst there I assumed control of the Free State region as well. I then took over

the Pretoria region in mid – 2010 and returned to Port Elizabeth at the end of 2012.

TGS (Port Elizabeth)

Position: General Manager – Claims and Legal AuditingPeriod: January 2013 to May 2014

Responsibilities: Due to the Pretoria and Johannesburg regions amalgamating and

relocating to the Dainfern campus which was approximately 50kms from where I was

residing in Pretoria, I requested a transfer back to Port Elizabeth as the move did not

agree with me and I have always preferred the quality of life in Port Elizabeth. Initially it

proved opportune to return as the nature of my role allowed me to work remotely.

I had a team of four auditors reporting to me. Three of whom were based in Dainfern and

one who also served as my PA, based with me in PE. In addition to conducting various

audits personally, my role involved co-ordinating and reporting on numerous auditing

activities relating to claims, loss adjusting and legal processes and outcomes. This unit’s

role co-existed alongside those of the Company’s Forensic, Risk Management and

Compliance Departments. These entities interacted constantly due to the over-lapping

nature of the work.

The primary purpose of the unit was to identify fraud, reduce costs and improve systems

and procedures across the three disciplines mentioned above. Within the first year of

operation in excess of R10m in actual problematic examples were identified. This figure

does not include an extrapolation for potential further savings derived from the unit’s

findings. Accordingly, our contribution was even more meaningful as changes were

implemented to improve systems and processes going forward.

I represented Telesure by serving on the Board of Directors of the South African Insurance

Crime Bureau (SAICB). Up until my departure, I also briefly chaired a sub-committee at the

SAICB – namely the Fraud Prevention and Risk Management Committee.

Reason for leaving: Resignation (I was not willing to return / relocate to Gauteng again).

________________

Cont. TGS (Pretoria)

Position: General Manager – Pretoria RegionPeriod: July 2010 to December 2012

Responsibilities: As a result of the continual success of both the EC & FS regions, and

due to constant turnover for a number of years at GM level in the Pretoria region I was

asked to relocate and assume control of the Company’s second largest region, which

serviced approximately one hundred and sixty thousand policy holders.

I was accountable for one hundred and fifteen staff members, including two tiers of

managers, comprising three Business Managers and thirteen Team Managers. Telesure

administrate all claims in the short term space, including loss adjusting and investigation of

matters involving fraud et cetera. With the exception of physically replacing goods and

effecting repairs, no other aspect of their administration process was outsourced.

I served on various committees, including the Company’s Service Action Forum and the

Steering Committee which oversaw the Group’s move to a new campus in Dainfern. I was

involved in relationships with external business partners, regionally and nationally.

I deemed it necessary to effect numerous changes in my management structure moving

no less than ten individuals and appointed eight new managers in a two year period.

During the last year especially, our key performance indicators demonstrated positive

trends, this included turn-around-times, service levels, rejection ratios, savings et cetera.

Aside from achieving business results and targets I have contributed by way of mentoring

and leadership. To that end, the structure within the Company had four Operational GM’s

running three regions. As at January 2014, three of them served as my Business

Managers during my tenure as General Manager in the Eastern Cape, Free State and

Pretoria respectively.

Reason for moving: Relocation back to Port Elizabeth

________________

Cont. TGS (Port Elizabeth & Bloemfontein)

Position: General Manager – Eastern Cape & Free State RegionsPeriod: July 2007 to June 2010

Responsibilities: I was promoted to GM of the Eastern Cape and in mid – 2009 the

Free State region was added to my portfolio. As GM for those regions I was accountable to

maximise business profits and enable the Group to achieve its overall targets through

optimisation of systems and processes via service delivery improvements and effective

resource utilisation.

Across both regions I was responsible for three Business Managers whilst fifteen Team

Managers reported to them. In total we had approximately ninety staff members servicing

roughly eighty thousand policy holders in the two regions. Despite being the two smallest

regions, in terms of client base and premium income, both performed admirably (esp. EC).

Reason for moving: Promotion

________________Cont. TGS (Durban)

Position: Business Manager Period: June 2005 to June 2007

Responsibilities: The Business Manager tier was created as part of Telesure’s middle

to senior management succession plan. I formed part of the inaugural group of managers

to be appointed to this role nationally (along with two others in Natal).

I was effectively responsible for one third of the Natal region, and had three Team

Managers reporting to me, with twenty five staff members allotted to them. Our

responsibilities pertained to all aspects of the business; technical, operational and

financial.

I completed Telesure’s Leadership Licence Programme whilst in this role.

Reason for moving: Promotion

________________

Cont. TGS (Durban)

Position: Training & HR Manager Period: July 2001 to May 2005

Responsibilities: Further to my typical Training & HR duties (including recruitment,

assisting with disciplinary matters and soft & technical skills training), during my tenure I

oversaw the Office Department and mentored the Office Supervisor to become an

autonomous line manager. My various responsibilities also included maintaining the

Claims Litigation Matters for the region and covering as an operational manager for other

managers during their absence.

Reason for moving: Promotion

________________

Cont. TGS (Durban)

Position: Training Officer Period: September 2000 to June 2001

Responsibilities: I facilitated soft-skill and technical / product training courses. In

addition to attending numerous other courses during this term I was exclusively nominated

to be trained as an Investment In Excellence facilitator via The Pacific Institute for Natal.

Reason for moving: Promotion

________________

Cont. TGS (Durban)

Position: Motor Theft Investigator Period: November 1998 to August 2000

Responsibilities: Aside from consistently achieving my operational targets and results, I

accumulated numerous letters of commendation and thanks from clients for having

provided exceptional service.

Whilst serving as an investigator and due to my computer systems knowledge and

analytical skills I was one of four employees selected from the Natal region to assist the

Company with redeveloping their company-wide AS400 on-line network system pertaining

to their new claims administration process.

Furthermore I was one of three successful candidates from an initial pool of approximately

ninety applicants recruited internally to join the Company’s IT Division as a programmer.

I was the first investigator to achieve a 100% compliance score from the Company’s

Internal Auditors and also the first and subsequently the only Natal based employee to

submit two winning suggestions in the Company’s nationwide competition for business

efficiencies and improvements run by the MD.

Reason for moving: Promotion

________________Cont. TGS (Durban)

Position: Claims Clerk Period: April 1996 to October 1998

Responsibilities: I was one of two clerks delegated the region’s written-off vehicle

claims, which required greater investigative scrutiny and administrative attention than the

average motor claims. The results of my endeavours led to my promotion to Investigator.

Reason for moving: Promotion

________________

Cont. TGS (Durban)

Position: Legal / Recoveries Clerk Period: May 1995 to March 1996 Responsibilities: In addition to the typical portfolio, negotiating liability settlements and

effecting recoveries, I was solely responsible for handling the more demanding State

Prescription Matters.

Reason for moving: The department was centralised to Johannesburg. I was absorbed.

Name of Company: Mutual & Federal Insurance Company (Durban)

Position: Legal / Recoveries ClerkPeriod: September 1994 to April 1995

Responsibilities: Aside from the usual tasks, I was the acting section head in the

absence of the supervisor, the former position formally being offered to me immediately

prior to my resignation.

Reason for leaving: Approached by Auto & General.

Name of Company: Power Designs (Durban)

Position: Self-employed Graphic DesignerPeriod: July 1993 to August 1994

Situation: Following retrenchment by IGI and whilst seeking re-employment in the

insurance industry I ran my own small scale graphic design business.

Reason for seeking full time employment: Career opportunity.

Name of Company: IGI Insurance Company Limited (Johannesburg & Durban)

Position: Trainee Manager Period: March 1991 to June 1993 (Johannesburg & Durban)

Responsibilities: In furtherance of its management succession planning IGI fast-tracked

aspirants in various areas of the business. Consequently, I worked in the following

departments as an incumbent: Personal Lines Motor & Non-motor Underwriting; Domestic

& Commercial Motor Claims (including Legal / Recoveries) and Accounts.

I exclusively handled the Broker Portfolio for Motor Claims, and was one of two specialists

tasked to handle the McCarthy portfolio for Motor Claims and Legal / Recoveries.

________________

Cont. IGI (Johannesburg)

Position: Specialised Clerk Period: September 1990 to February 1991 (Johannesburg)

Responsibilities: I administered the recovery and disposal of recovered / stolen

vehicles, including the Budget Car Hire account’s vehicles.

Reason for leaving: Retrenchment / company placed in liquidation.

National Service: South African Air Force (Johannesburg)305 Forward Air Command Post – Intelligence Unit

Period: August 1988 to April 1990

Responsibilities: With secret clearance, I handled broad administrative functions and

collections; which involved gathering intelligence operationally.

Name of Company: First National Western Bank (Johannesburg)

Position: Temp Admin ClerkPeriod: February 1988 to July 1988

Responsibilities: I attended to general administration and on-line data capture.

Reason for leaving: This was merely a temporary position after matric prior to

commencing national service.

References

Rigardt van der Spuy: 083 791 5011 / rigardt@automagic.co.za

Brendan Taylor: moodiba2@bigpond.com (Australia)

Louis Kotze: 084 657 4682 / louis4mail@gmail.com

Dion Stead: 083 452 3117 / dionstead@gmail.com

Ian Olivier: 083 650 2913 / ian.olivier@pamgolding.co.za

All supporting documents, certificates and reference letters furnished upon request.