MVDB
ABOUT MYSELF
I am young, trustworthy,
hardworking and honest with
high work ethics. I have a
passion to work with the
community and take my
position in a company very
seriously. I am a quick learner
and fast thinker, and love
meeting new people. I am not
afraid of a challenge and am
willing to learn as much as
possible.
SKILLS
I am fully trained in Microsoft
and can use Word, Excel,
Outlook and PowerPoint.
I am very enthusiastic and
love meeting new people.
I love to help people
understand something that
they have no knowledge of.
I can type up to 26 words per
minute and test myself
regularly.
I am eager to learn and is very
well time managed.
I always give attention to
details and make sure
everything is done correctly.
MERISSA VAN DEN BERG
081-***-**** ***************@*****.***
940********** BASED IN QUEENSBURGH
EXPERIENCE
ADMINISTRATION/ PA TO FINANCIAL ADVISER •
STEADFAST INSURANCE BROKERS •
01 MAY 2013 – 31 JANUARY 2017 •
THEN AGAIN FROM AUGUST 2018 TO PRESENT •
My duties include the following but is not limited to: Data capturing • Answering of switchboard • Capturing of monthly in office meetings • Keeping of records, filing documents, updating databases, creating letter to clients, compile and update client files and information • Answering all incoming calls and assisting queries • Ordering and purchasing of office stationary and collection of post • Correspondence with brokers consultants of the FA behalf • Arranging meetings between broker consultants and the FA • Client liaising – attend to their queries and needs, whether face to face or telephonic • Attending seminars on behalf of the company • Training of new staff Checking of monthly commission statements and handling queries pertaining to the commission •
Short term – Personal and Commercial Lines
New business underwriting for Short term, Personal lines and Commercial lines • Handling claim queries, from registering claims to payment of claims • Sales and new business quotations for each client’s needs • Handling of all queries, changes, updates • Attending to annual renewal of policies each month
Long term risk insurance
Assisting in general queries from clients • Submitting and marketing of new business • Attending to annual renewal of policies each month Medical aid and Gap cover
Assisting with general queries and claims from clients • Submitting and marketing of new business • Attending to annual renewal of policies end of each year
NOTICE PERIOD – 30 days or 1 calendar month
EDUCATION
RE5 : REPRESENTATIVE • MARCH 2016 • MOONSTONE
MATRIC • DECEMBER 2012 • WERDA HIGH SCHOOL
NQF LEVEL 4: SHORT TERM INSURANCE • AWAITING CERTIFICATE COMPLETED OCTOBER 2019