Lauren Van Schalkwyk

Email: ad486n@r.postjobfree.com

Telephone: 076-***-****

PERSONAL STATEMENT

I am a highly motivated self-starter who responds quickly to change. I am responsible and dedicated with strong communication, organisation and customer relation skills. I enjoy learning new things and assisting where ever I can. I have an eye for detail with the ability to mulit-task and work under pressure, both individualy and as part of a team.

EMPLOYMENT HISTORY

Optivest Health Services

August 2020 – current

Medical Aid Sales Consultant & Retention Consultant

Advising clients on various medical aid options

Explaining benefits to members

Capture medical aid applications

Follow up and keep clients updated

Various other functions

Informing members of suspensions, terminations and short payments

Assist with payments and proof of payments

Making payment arrangements

Resolving commission issues

Retaining members

Residentia Trust

April 2019 to 30 September 2019

Personal Assistant

Arranging Annual General Meetings within 4 months of the financial year end.

Arranging Trustee meetings and any other meeting of members (by agreement).

Attending to agenda’s, proxies, voting slips, drafting and typing of meeting minutes.

Informing the insurance broker of any insurance amendments within 2 days of the amendment being approved.

Distributing the minutes of meeting to the Chairman within 7 days. Inaugural meetings to be compiled within 24 hours.

AGM notices distributed within regulatory timelines: (Special Resolution 30 days prior to meeting date, Homeowners Association AGM 21 days prior to meeting date, Special Title AGM within 14 days to meeting date).

Client’s requests and queries to be addressed within 2 days of receipt thereof.

Storing and maintaining:

*Minutes of meetings and minute books

*Resolutions

*Attendance registers

*Register of members, sectional title bond holder’s attendance register

*Participation Quota of each member

*Conduct and management rules

*Insurance policies

*Permanent relevant records of the Body Corporate

Clickatell

November 2018 – March 2019

Sales Administrator

Liaising and co-ordinating with the Sales team regarding various customer requirements for the sale process.

Compiling Sales reports and metrics for the business development manager.

Assisting with any other ad hoc duties required from the sales team.

Customer accurate customer data and information in one of the CRM programmes (SalesForce).

Co-ordinating travel arrangements for sales executive.

Managing calendars and setting up meeting appointments with relevant stake holders.

Updating ticket management systems and ensuring that support queries are handled timeously.

Compiling Excel spreadsheets and exporting to SalesForce.

Capturing all new incoming leads and creating them to business opportunities if approved.

Converting qualified leads to opportunities and accounts in SalesForce.

Uploading legal documents and general notes in Mantis.

Moving all Commercial, legal and sales documents to Jira and closing clients ticket once done.

Following up on account payments.

Weekly meetings updating progress reports on clients in programme called Jira.

Approving or rejecting customers applications – (background check to see if they qualify). All Office Equipment

01 July 2007 – 02 March 2015

Administration Assistant

Typing of letters, buybacks, trade in’s and other documents requested from the Financial Director and Financial Manager.

Typing for all Managers.

Dictation (Shorthand) for the MD.

Typing of quotations for all external sales consultants (10 consultants)

Monitoring all quotations sent to clients after typing by recording it on the system in Excel then processing in Accpac.

Compiling spreadsheets for the Sales Director reflecting all quotations done by each consultant for weekly sales meetings.

Capturing data/quotes in accounting programme called Accpac and formatting quotes in Excel.

Updating cost and selling prices of items in Accpac.

Typing of Proforma and Tax invoices as well as Credit Notes for our financial department.

Typing of all documents required (in Excel and Word) for the sister company (Office Logic).

Ordering and monitoring of all stationery for the company.

Filing all orders received via email or telephone from clients or consultants.

Handling queries received via email or telephone from the clients or consultants.

Liaising with the Sales Co-ordinators.

Requesting of company’s Amortisation reports from the bank on behalf of the Financial Manager.

Monitoring all staff telephone accounts.

Designing power point presentations for Directors and Sales Consultants .

Organising collections for couriers.

Preparing presentation packs/files for sales consultants.

TMS reports – updating, monitoring and printing telephone accounts. New Property Ventures

01 May 2006 – 28 February 2007

Reception

Operating switchboard

General administration duties e.g. filing, faxes etc

Banking

Typing general letters and compiling excel spreadsheets Crystal River Corporation (IT Industry)

March 2005 – April 2006

Reception / Sales

Operating large switchboard.

Receiving clients.

Receiving, checking and signing all deliveries.

General administration duties e.g. filing, emails, faxing & post.

Banking.

Finding new business (sales – cold calling).

Running personal errands for Director.

Inhouse International Freight

November 2004 – February 2005

Office Administrator

Operating switchboard & answering all calls within 3 rings.

Receiving of visitors & clients.

Handling of all incoming & outgoing faxes.

Daily filing, signing in/out documents.

Preparing courier quotes for proposals.

Organising all courier collections & deliveries – both domestic & international.

Tracking of courier shipments.

Updating clients, checking waybills to ensure correct rates were charged.

Prepared invoice schedules for courier shipments.

Capturing invoice & entering bills.

Once invoices were done the relevant information got entered in a programme called Maximizer.

(Date of invoice, invoice number, dated posted to client & invoice amount).

Assisted with on-going development of website.

Assisted with marketing activities & project support.

Assisted directors &controllers with general office administration duties (e.g. bookings, meetings, making calls, photocopying & scanning).

Managing all stationery needs and ordering office supplies online. Classique Medical Aid Brokers

June 2001 – July 2004

Reception promoted to Medical Aid Broker

Operating switchboard.

Receiving of visitors and clients.

Filing, faxing, post & emails.

Receiving all new applications &checking for relevant documentation.

Capturing all information (e.g. registrations& deletions of dependants change of address, change of surname)

Ensuring all relevant documentation is attached to application forms.

Checking if all medical information has been completed before processing.

Suspensions of memberships& re-instatements of memberships.

Presenting clients with medical aid options – walk in clients and telephonically (Clients were City of Cape Town, City Police, Traffic Department, Eskom, Blaauwberg Municipality, Plettenberg Bay Municipality, Knysna, Kannaland, George & Oudtshoorn Muncipalities). EDUCATION

Cape College

NSC – Business Studies – Production Management

1999 - 2000

Subjects

Business English, Sake Afrikaans, Economics & Legal, Computers, Accounting, Small Business Management, Business Practice, Office Practice, Applied Business Economics Manufacturing ADDITIONAL SKILLS

Software:

Proficient in MS Word, Excel, PowerPoint, Access, Outlook, Publisher, Accpac, Maximizer, SharePoint, Jira, Smart Sheet, Trello and Mantis, MC2, Skype for Business, Gotomeeting. CONTACTABLE REFERENCES

Residentia Trust

Jennifer Bacon – Portfolio Manager

Tel: 021-***-****

Mobile: 062-***-****

Clickatell

Niele Hewett – Sales Manager

Tel: 021-***-****

All Office Equipment

Isaac Lipshitz – Financial Manager

Tel: 021-***-****

Mobile: 082-***-****

Contact this candidate