CURRICULUM VITAE
DENISE BABA
PERSONAL DETAILS
Name: Dhanesvari Baba (Denise)
ID number: 700-***-**** 080
Race: Indian
Gender: Female
CONTACT DETAILS
Address: ** ***** ********** *****t, Sonlandpark, Vereeniging
Cell no: 072-***-****
Email address: ad2gqm@r.postjobfree.com
QUALIFICTIONS, COURSES AND PROGRAMMES COMPLETED
Matric
Executive secretarial course
Written communication
Client services
Performance management
Presentation skills
Assertiveness
Practical management workshop
Psychometric test
Group schemes new business
Group schemes claims and refunds
Personnel management
Home service
Loans and surrenders
OB renewals
COMPUTER LITERACY
MS Word
MS Excel
Outlook
Internet
Windows
PowerPoint
Pastel
MS Teams
ACHIEVEMENTS
Odyssey Sales Conference – Zambia 2005
Odyssey Sales Conference – Zimbali 2007
EXPERIENCE
METROPOLITAN LIFE
NEW BUSINESS CLERK 1989 - 1996
Checking all new business applications for completion
Capturing and follow up on queries
Controlled administrative functions
Compile reports
Liaise with internal and external clients
General office functions
ADMIN MANAGER 1997 - 1999
Control admin functions
Manage three administrators
Compile weekly and monthly reports
Liaise with clients internal and external
Payment of general office expenses
Capturing and collation of client data
Performance appraisals
HOME SERVICE MANAGER 1999 – 2000
Checking of policy books
Daily reconciliation
Liaising with clients internal and external
Compile reports
CLIENT SERVICE MANAGER 09-2000 – 02-2001
Death and disability claims assessment and administration
Liaise with policy holder and external clientele
Assessment and payment of loans, surrenders, death and disability claims,
Early retirement and maturity claims
Assessment any payments of refunds of premiums to policy holders
Capturing and collation of client data
PORTFOLIO MANAGER 03-2001 – 07/2001
Capturing and collation of client data
Liaising with consultants, brokers and clients
Generating quotes for consultants, brokers and Alexander Forbes
Compile weekly and monthly reports
SALES SUPPORT TEAM LEADER 08-2001 – 12-2008 (Retrenched)
Assistant to eight financial planners
Capturing and collation of client data
Liaising with financial planners, external/internal clients
Compiling weekly and monthly reports
Follow up Recognition of Transfers with other insurance companies
Drawing of quotation for planners
Controlling arrear premiums
Six administrators reporting to me
Managing the office when the admin manger is not available
Controlled administrative functions
Customer service
Assist planners and admin with product and quotes training
ROCKFIBRE 2009 – 2020 (Retrenched)
SALES ASSISTANT
Production planning for orders received
Check emails for any quote/pro forma requests
Generate quote/pro forma and respond to email.
Check emails for any queries and respond to it
Generate invoices on pastel
Generate a spreadsheet once a week for outstanding orders
Keep track of turnover and report to Director
Send out statements once a month
Receive and attend to telephonic queries on a daily basis
Assistant to two sales representatives
Assist walk in clients
Assist with the switchboard when receptionist is not available.
Attend meetings when necessary
GALAXY MAINTENANCE 2020 - 06-2023 (End of Contract)
ASSISTANT
Receive email from sites (Sasol/Natref)
Compile quotes
Return quotes to sites
REFERENCES
Helen Naidoo
Metropolitan Life
Raiesa Ebrahim
Rockfibre
Neil Saunders
Galaxy maintenance