Personal Assistant, Administrator

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Education:

**** - **** ****** *******. (National Certificate)

Subjects:

Afrikaans (First Language) / English (Second Language) / Biology / Geography / Business Economics / House

Economics

About Myself:

I have been working in the Authorized Financial Insurance Industry for the last 14 years. I’m self-motivated and a dedicated worker. I work very well under pressure and I’m a fast learner. I take responsibility for my actions and like to push myself to the limit. I’m a team player but can also be a leader. I have very high expectation for myself and welcome any opportunities to better myself in all aspects in life and achieve my goals. I’m very confident, honest and a trustworthy person.

I would like to take this opportunity to thank you for taking the time to read my Curriculum Vitae and I hope you enjoy your day.

Kind Regards

Computer knowledge:

MSWord / Excel / Outlook / Spotlight / At work / Astute Risk quote packages / Online (Internet) programs for risk service providers.

Employment History on next page

INFORMATION

Name:

Adri Courtney (Harmse)

Identity Number:

850-***-**** 080

Nationality:

South African

Smoker:

No

Valid RSA Drivers Licence:

Yes

Own Vehicle:

Yes

Dependant:

1 (Son)

Contact Details:

Cell 078-***-****

Email Address:

****************@*****.***

Address:

57 Almond Street

Primrose East

Germiston

Johannesburg

Language:

Afrikaans and English

Curriculum Vitae

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Company: ABEX Financial Group FSP 17374

Date: 1 October 2019 to 31 March 2019 Reason for leaving: Relocating to Johannesburg Position: Personal Assistant to Gerhard van Loggerenberg (office assistant) Duties: General Office Duties (Typing, scanning, filling, receptionist) Client Queries (Via letter, email, telephone and post) Quotations on existing and new clients. Dairy Management and schedule appointments, Data capturing, New Business processing. Claims processing on death, disability, severe Illness and Income Protectionand medical aid and gab cover claimes. Surrendered and withdrawal on Investment and Section 14 transfers, All medical aid and Gab cover new business and administration. Compliance control Companies we dealt with: Momentum, Sanlam, Hollard, Discovery, Fedhealth, Medshied Reference: Gerhard Van Loggerenberg 041-***-****

Company: IFSA (Pty) Ltd FSP 43337

Date: August 2013 to July 2018 Reason for leaving: Relocated to Port Elizabeth Position: Personal Assistant to Financial Planner (Lucas O’Reilly) / Para Planner Duties: General Office Duties (Typing, scanning, filling, receptionist) Client Queries (Via letter, email, telephone and post) Quotations on existing and new clients. Dairy Management and schedule appointments, travelling arrangements, Para planning, FNA, Data capturing, Draft Will. New Business processing. Claims processing on death, disability, severe Illness and Income Protection. Surrendered and withdrawal on Investment and Section 14 transfers, Companies we dealt with: Liberty, Old Mutual, Momentum, Sanlam, Capital Legacy, Fedgroup, Stanlib, Hollard, FMI, AIMS, Cornerstone.

Reference: Lucas O’Reilly 084-***-**** Financial Planner / Roderick Ware Office Manager / Vicky Grobbelaar 011-***-**** Company: IMS (Insurance Management Services) – An Authorised Financial Planner – FSP 5405 Date: 1 February 2013 to July 2013 Reason for Leaving: Resigned - Unaffordable working conditions Position: Para Planning / Personal Assistant

Duties: General Office Duties (Typing, scanning, filling) Client Queries (Via letter, email, telephone and post) Quotations on existing and new clients. Dairy Management and schedule appointments, Para planning, FNA, Upload of client on system, Claim Processing. Surrendered and Withdrawal Section 1 Transfer Companies we dealt with: Discovery, Liberty, Old Mutual, Momentum, Sanlam, Altrisk, Cadiz, Allan Grey, Gap Cover and all Medicals Aid companies

Company: Resonance Financial Planning – An Authorised Financial Advisor FSP Number: 13869 Date: 1 May 2011 to January 2013 Reason for leaving: Office moved & travelling became an issue. Position: Personal Assistant to Director – Nishan Maibchand Duties: General Office Duties (Typing, scanning, filling, receptionist) Client Queries (Via letter, email, telephone and post) Quotations on existing and new clients. Dairy Management and schedule appointments, Para planning, FNA, Upload of client on system, Claims Processing, Surrenders and Withdrawals and Section 14 transfers Companies we dealt with: Discovery, Liberty, Old Mutual, Momentum, Sanlam, Altrisk, Cadiz, Allan Grey, Fedgroup and all Medicals Aid companies.

Company: Lance Michler and Associates (Prestige Risk Solutions cc FSB 24351) – Authorized Financial Service Provider FSP 17637

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Date: 1 March 2005 to 30 April 2011 Reason for leaving: Company closed down Position: Personal Assistant / Office Manager

Duties: General Office duties: (Typing Scanning, filling), Manager workflow in office, (Task Manager) Electronically upload of clients details on our system (Spotlight) Switch Board Screening Call (When required) Client enquiries (Via letters, email, telephone and post) Records keeping delivery and collection control, staff management, meeting management, quotation on existing and new client (Investment and Risk) Training new staff member, marketing and event planning. Site visits to client (Check if our client is still happy with our services, dealing with the client’s queries and problems, marketing product changes and new benefits – Medical aid) Long term and Short term client queries. Claims Processing, Surrendered and Withdrawal, Section 1 Transfers Companies we dealt with: Discovery, Liberty, Old Mutual, Momentum, Sanlam, Cadiz, Allan Grey, and all Medicals Aid and Short insurance companies.

Reference: Nichole Windell. 082******* (HR Manager)

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