Petronella Aletta Mostert
Summary
Client-focused service professional with over 20 years of experience in insurance, financial services, and workers' compensation. Proven track record of resolving complex inquiries while maintaining high client satisfaction levels. Skilled in explaining policies, guiding clients through claims, and ensuring compliance and timely service delivery. Recognized for exceptional communication skills and the ability to simplify complex information for diverse audiences.
Overview
38
38
years of professional experience
Work History
Senior Financial Advisor
Sanlam Life Insurance
10.2017 - 12.2025
- Provided personalized financial guidance to individual & business clients, ensuring clarity, accuracy, & exceptional service.
- Supported clients in navigating insurance, investment, & retirement options, improving satisfaction & retention.
- Advised business owners on insurance and Workers' Compensation compliance, strengthening long-term relationships.
- Oversaw insurance operations by maintaining compliance with all approved licenses.
Director
COIDA Consulting Pty Ltd
04.2015 - 12.2025
- Provided high-level client service to employers across multiple industries, ensuring accurate guidance on claims, compliance, and injury reporting, resulting in increased client satisfaction.
- Cultivated long-term client relationships through trust, responsiveness, and consistent service excellence, enhancing client retention and loyalty.
- Designed & delivered training programs to help clients understand processes, legislation, & best practices.
- Oversaw benefit administration and resolved escalated client issues with professionalism and empathy, fostering a positive client experience.
Senior Claims Adjuster & Department Manager
Rand Mutual Assurance
11.1998 - 02.2015
- Managed complex claims from intake to closure, ensuring timely communication & client understanding at every step.
- Interviewed clients, medical providers, & stakeholders to ensure accurate claim outcomes.
- Maintained 100% audit readiness through meticulous documentation & compliance.
Underwriter and promoted to Claims Manager
Mutual & Federal Insurance Company
08.1992 - 11.1998
- Provided client-focused underwriting support for general & commercial lines.
- Communicated policy terms clearly & professionally to clients & brokers.
Commercial & Personal Lines Underwriter
Santam
01.1988 - 08.1992
- Delivered responsive service to clients & brokers, facilitating accurate policy decisions and ensuring effective communication.
- Established long-term relationships through consistent reliability, professionalism, and follow-through.
- Evaluated personal insurance applications for risk assessment and coverage options.
- Collaborated with agents to clarify underwriting guidelines and requirements.
- Analyzed policy terms to ensure compliance with company standards and regulations.
Education
Course Certificate - Foundation of Insurance
Coursera
Liberty Mutual Insurance04-2026
High School Diploma -
Hentie Cilliers Secondary School
RE5 - Regulatory Examination
Moonstone
ICD-10 - Coding, Anatomy & Physiology
Med Cod Training
Certificates in Management - Finance & HR
UNISA
Certificate - Of Proficiency
Insurance Institute
Intermediate Certificate -
Insurance Institute For Business Studies
National Certificate - Wealth Management
INSETA
Skills
- Client service & relationship management
- Claims support & issue resolution
- Policy examination & customer guidance
- Communication & interpersonal skills
- Problem solving & analytical thinking
- Time management & prioritization
- Training & client education
- Compliance & documentation accuracy
- Conflict resolution & negotiation
- Team collaboration & leadership
- Claims systems & case management tools
- CRM platforms
- Microsoft Office Suite
- Documentation & reporting accuracy
Accomplishments
- Certificate of Excellence - Workers' Compensation
- Best Manager of the Year - Workers' Compensation
- Best Department of the Year - Workers' Compensation
- Top 10 Senior Financial Advisor
- Prestige Eagle Member
- Bronze Iron Eagle Award
- Best Newcomer Advisor - Regional & National Top 15
- Perigon Award
- Falcon Award
Timeline
Senior Financial Advisor
Sanlam Life Insurance
10.2017 - 12.2025
Director
COIDA Consulting Pty Ltd
04.2015 - 12.2025
Senior Claims Adjuster & Department Manager
Rand Mutual Assurance
11.1998 - 02.2015
Underwriter and promoted to Claims Manager
Mutual & Federal Insurance Company
08.1992 - 11.1998
Commercial & Personal Lines Underwriter
Santam
01.1988 - 08.1992
Course Certificate - Foundation of Insurance
Coursera
High School Diploma -
Hentie Cilliers Secondary School
RE5 - Regulatory Examination
Moonstone
ICD-10 - Coding, Anatomy & Physiology
Med Cod Training
Certificates in Management - Finance & HR
UNISA
Certificate - Of Proficiency
Insurance Institute
Intermediate Certificate -
Insurance Institute For Business Studies
National Certificate - Wealth Management
INSETA