Professional Curriculum Vitae of Nicci Moodley

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  • CURRICULUM VITAE | Nicci Moodley 6 Klein Bron Mews Klein Bron Estate Belami Drive Durbanville Cape Town 7560 South Africa | +27 71 883 6336 |

    Portfolio Manager

    Professional Profile

    Nicci Moodley is a Portfolio Manager at Hollard for the Eastern and Western Cape. She offers 18+ years of dedicated Motor and Insurance industry

    experience with 12 years of Sales, Marketing, Operations, Finance and Relationship Management expertise at Hollard.

    Nicci Moodley possesses a strong sense of business and a wealth of knowledge in key areas that include the following: Sales Strategy Planning, Execution

    and Development | Client and Stakeholder Management [including Customer Relationship Management and Retention & Broker Liaison] | Sales Planning

    and Directorship | Risk Identification and Mitigation | Compliance Assurance and Management | Business Growth and Development | Budgeting and

    Expenditure Control | Goal Design and Implementation | Staff Management, Guidance and Mentoring | Skills Development. A developed understanding of

    the motor industry market, clientele and competition and a dedicated commitment to the customer drives the Execuline objective: To connect the customer

    with the best service provider for the specific vehicle, whatever the requirement.

    Nicci Moodley delivers on the ability to identify opportunities and key products and to develop strategic alliances on all internal and external levels of the

    organisation. Self-motivated and results orientated, she is committed to achieving targets over-and-above expectation and to ultimately driving business


    Professional Affiliations: Member of the IISA [Insurance Institute of South Africa] | Member of the IIKZN [Insurance Institute of Kwa-Zulu Natal] | Retired

    Committee Member of the AWII [Association of Women in Insurance]

  • Current Employment

    February 2016 - Current Hollard Insurance Company Cape Town, South Africa

    Portfolio Manager

    Eastern and Western Cape Core Roles & Accountabilities

    To actively maintain key partner and client relationships and ensure that needs and challenges are resolved timeously with innovative solutions. Meet targets set on new business growth, retention.

    Build and maintain sustainable relationships with account decision makers and influencers, external service providers and internal stakeholders

    Track and analyse sales movement and growth

    Identify new opportunities

    Resolve queries and handle conflict situations

    Implement new opportunities identified

    Operational reporting

    Management of service providers to ensure that delivery is in accordance to standards

    Maintain good inter-branch/department co-operation and communication

    Account management

    Product development

    Administration and reporting

    Expense management


    Ability to work well in a team Knowledge Requirements

    Short term Insurance

    Basic Long term knowledge

    Working knowledge and understanding of FAIS, FICA, TCF, PPR

    Experience in a management role an advantage

    November 2013 February 2016 Execuline/ Hollard Insurance Company Durban, South Africa

    National Sales Manager Core Roles & Accountabilities

    Assists sales staff in setting annual premium targets.

    Determines annual unit and gross-profit plans by implementing market strategies and analysing trends and results.

    Monitors sales figures on an ongoing basis and implements action where required.

    Establishes sales objectives by forecasting and developing annual sales quotas and projecting expected sales volume and profit.

    Assists setting marketing budget and controls marketing spend in accordance with the budget.

    Properly coordinates company resources to ensure efficient and stable sales results.

    Liaises with Claims Department with regards to multi claimants and poor performance of brokers and with Head Office with regards to all aspect of the sales team.

    Manages budgets and expenditure and formulates all sales policies, practices and procedures.

    Prepares weekly and monthly production reports for MANCOM.

    Interprets short and long-term effects of sales strategies on operating profit.

    Maintains existing broker and client relations and calls on brokers as per schedule. Furthermore nurtures relations with all company associates.

    Performs market and channel segmentation and develops the overall marketing approach.

    Ensures that quarterly audits are performed on delegated authority accounts in terms of the underwriting manual.

    Staff Management

    Manages sales and MVI staff at the KZN and CT branches.

    Mentors sale team, ensuring that each individual is equipped to deal with his or her individual job functions and that the team is able to work together holistically.

    Liaises with staff on a daily basis to discuss pertinent and current issues.

    Holds weekly staff meetings and continually keeps staff informed of targets and objectives.

    Oversees all compliancy aspects of the Team including FAIS, Financial and Operational compliance.


    Ensures that all work is processed within the agreed SLAs.

    Creates and updates workflows pertaining to all processes under control.

    Assists Underwriting Manager and takes appropriate action to rectify negative loss ratios per policy or broker.

    Liaises with sales staff in relation with all broker issues including poor loss ratios, unacceptable risks or documentation and broker visits.

    Processes all new broker applications in accordance with workflow.

    Ensures that monthly sales audits are completed.

    Establishes and maintains a sale strategy for the company in conjunction with MANCOM.

    Professional Strengths

    - Thorough understanding of the Motor Insurance and Short-term Insurance industries, retaining the ability to create market-appropriate communication and strategy.

    - Demonstrated ability to articulate the corporate vision and translate same into effective strategic initiatives and planning.

    - Strong commercial acumen supported by sound judgement with well-developed conceptual, analytical and problem-solving skills.

    - Committed to continually developing and maintaining mutually beneficial relationships with brokers, clients and other stakeholders.

    - High level of influencing skills required to drive category opportunities and liaise with both with internal and external stakeholders.

    - An expert understanding of sales, marketing, operational and financial principles and processes.

    - Paying meticulous attention to detail and consistently meeting and exceeding sales goals.

    - Takes initiative and delivers in pressurised business environments.

    - Deadline orientated retains a strong sense of urgency on set deliverables.

    - Excellent ability to multi-task, prioritise and efficiently stay on top of a number of tasks at the same time.

    Employment History Synopsis

    Execuline Durban, South Africa; Regional Manager [November 2007 to November 2013] Execuline Durban, South Africa; Account Manager [April 2005 to November 2007] Netstar [Pty] Ltd [Durban, South Africa]; Broker Manager, [2002 to 2005] McCarthy Insurance [Durban, South Africa]; Short-term Broker, [1999 to 2002] McCarthy Volkswagen & Audi [Durban, South Africa]; Dealership Sales Coordinator, [1996 to 1999]

  • Education Details

    B.A Psychology and English [Incomplete Undergraduate]; University of Natal, 1996

    Senior Certificate/Matric; Woodhurst Secondary, 1993 Subjects: English | Afrikaans | Mathematics | Physical Science | Biology | Art Achievements: Selected as Prefect | Chairperson of Debating Society | Student Representative Council President

    Courses Completed

    Certificate in Project Management | University of Cape Town | 2014

    National Certificate in Short-term Insurance [NQF4] | RE1 Key Individual | RE5 Representative | RE2 Pending; INSETA, 2008 MMHL In-house Training; Durban, South Africa, 2002 Presentation Skills Training | Communication Skills | Assertiveness | Time Management | Customer Service Training | Executive Development Programmes One & Two [Skills Development Programme for Junior Executives]

    Introduction to Short Term Insurance | Motor Insurance | Personal Lines | Multi Mark III | Certificate of Proficiency [CoP] | Dispensation Granted for Subject 2115; Insurance Institute of SA Durban, South Africa, 2002