Management | OLEA Insurance Solutions

CALVIN MASUNGO

Regional Finance Manager

CALVIN MASUNGO

Calvin started his career as an auditor with RSM Chartered Accountants. He remained there for three years before working for Econorisk in 2018 as Finance Manager. He then joined OLEA Insurance Solutions Africa in 2022 as Regional Finance Manager.

Qualifications:

Bachelor in Financial Management
Advanced Diploma in Accounting Sciences
Postgrad Diploma in Applied Accounting Sciences

CARON WHITFIELD

Head: Private Clients, Affinity Groups

CARON WHITFIELD

Caron started her insurance career in 1996 as a windscreen claims consultant with the Telesure Group. She later joined Alexander Forbes as a personal lines sales agent.

During her career, Caron has focussed on new business development as well as establishing solid relationships with strategic prospects in selected markets and industries.

Her focus areas are commercial insurance lines and personal insurance solutions for high-net-worth clients.

Qualifications:

RE1 (key Individual), insurance
RE5, insurance
IISA programme in Advanced Insurance Practice
IISA introductory programme in Advanced Insurance Practice
Higher Certificate in Business Studies

JESSICA STEYN

Head: Claims

JESSICA STEYN

Jessica started her career in 2007, working in the call centre environment of internal sales. She then moved to client services, handling client queries, retentions and claims for insurers.

In 2011, Jessica moved to a brokerage in the underwriting division as a team leader. She then moved to the Account Executive Role, managing clients’ policies and risks.

In 2018, Jessica joined the Apio Group in Underwriting and then moved to Senior Claims Handler and now heading up the Claims Division.

Jessica’s history is filled with experience in all different aspects of the industry and her passion lies with client service.

Her client experience includes CFAO, Insimbi, Copalcor, Bandag and Easigas.

Qualifications:

Higher Certificate in Insurance (Commercial and Personal Lines)

MELANIE LE ROUX

Head: Marketing, Branding and Communications

MELANIE LE ROUX

Melanie is a seasoned financial services marketing professional and accredited digital marketer. She has many years of experience in taking brands to market and working with distribution teams in financial institutions. She has held management and director positions in various companies, including running her own marketing consultancy.

During her tenure as Head of Marketing for Afrocentric Distribution Services, she was instrumental in the repositioning of Bonitas Medical Fund in 2016. Prior to joining OLEA South Africa in 2022, she held the position of Director of Marketing and Distribution at Tax Risk Underwriting Managers in 2019 and was also the Managing Director of a niche short-term brokerage focusing on accountants and tax specialists in 2017.

Melanie’s client experience includes Momentum, Lafarge, PSG Konsult, Liberty and Bonitas Medical Aid.

Qualifications:

Digital marketing (Accredited digital marketer)
Certificate of proficiency
Scenario planning
Business writing
Branding in financial services workshop
Project management course
Creative negotiation skills

MICHELLE VENTER

Head: Underwriting

MICHELLE VENTER

Michelle started her career in 2005 as a guarantee administrator, managing the entire fuel guarantees administration process from application to issue. She then moved to personal lines underwriting in February 2008 and was promoted to personal lines manager in June 2008. She handled the entire lifespan of an insurance policy, from underwriting risks and issuing new policies to maintaining and amending policies of current clients, handling renewals, and retentions.

In July 2020, Michelle transferred from the personal lines department to the commercial department as a commercial broker. Currently, she serves as the head of the underwriting department for both domestic and commercial policies. Michelle boasts a vast amount of experience in the industry, and her passion lies in attention to detail.

Michelle’s client experience includes Africa Global Logistics, SFT Transport, FW Clearing, African Rail and Transport.

Qualifications:
NQF Level 4 Insurance

RIKA POWELL

Finance Manager

RIKA POWELL

For the last 10 years, Rika has been part of Apio. She has 20 years of experience in the Bookkeeping Industry and five years of experience in the Insurance Industry.

She started in 1999 as a receptionist at a construction company and after two years, started doing all the bookkeeping and administration functions for the company.

Rika’s experience includes employment in the construction industry entailed reception work and bookkeeping.

She was also previously employed as a bookkeeper at a firm during which she had a vast variety of clients in train touring, human resources, computer software support, restaurant, concrete testing, gas suppliers, body corporate and insurance trades.

Qualifications:

National Certificate in Bookkeeping (NQF L3)
Further education and training certificate in Senior Bookkeeper (NQF L4)

URSULA KORVING

Head: Business Insurance

URSULA KORVING

Ursula started as an underwriter and claims clerk for a small brokerage. After working in insurance for a few years she realised she was better suited to sales. She has worked under Indwe Risk Services, Santova Financial Services and Marsh.

Her focus areas are related to commercial and corporate insurance, including specialised cover. Ursula oversees a team of account executives to develop new businesses and grow their respective client databases.

Ursula’s client experience includes CFAO Group, RH Managers, Liqui Moly, Betxchange, African Global Logistics and Cape Grace Hotel.

Qualifications:

Long-term category C 1 (A)
Certificate in Financial Planning (NQF 5)
Inseta Unit Standard 120112 and 117129
SAQA 49929 Personal Lines
Portfolio of evidence: 120115 & 120110
Commercial training course: SMK1, 2, 3
Regulatory Exam for Representatives