Admin Insurance

Louise Oelofse

Farm Versot, Plaston Road, White River

Mobile: 084-***-****

Email: adgn9c@r.postjobfree.com

PROFILE:

I am a young, determined woman with an assertive personality. I always strive to do my best in the tasks that are handed to me. I am a future driven person and I always look forward to new challenges and adventures. I interact well with fellow employees and will always do my best to assist anyone where I am able to.

I will strive to be an asset to your company.

Thank you for your time.

PERSONAL DETAILS:

ID NUMBER: 970****-****-***

SEX: Female

AGE: 23

MARITAL STATUS: Single

LICENSE: Yes

OWN VEHICLE Yes

EDUCATION: Hoerskool Goudrif

Matriculated 2015

DEPENDANTS: 0

LANGUAGES: Afrikaans and English – Read, write and speak

EXPERIENCE: First National Bank January 2016 to June 2017

KYC FICA Consultant

Prepping : Checking business documents to see whether companies are FICA compliant.

Inbound : Assisted clients by advising which documents they need to submit to be FICA compliant, also assisted clients to get holds uplifted on their account.

Outbound : Called clients to advise them which documents are required to get them FICA compliant.

Maintenance : Did the maintenance on all business accounts such amending their address, changing telephone and cell phone numbers, linked clients to their online banking.

Systems : Sigma

Siebel

Plexus

Hogan

Contact person : Sonia Bates 072-***-****

EXPERIENCE: Reef Insurance Brokers July 2017 to April 2019

Receptionist – Commercial Underwriter

Answering phone calls.

Ordering stationary and cleaning supplies for the company.

In charge of car wash, booking cars in and collecting the money.

Loading new policies on the system.

Adding items to insurance policies.

Sending statements to clients.

All basic admin duties.

Contact person : Andrew Lamprecht 083-***-****/011-***-****

EXPERIENCE: Creative Equipment September 2019 to June 2020

Receptionist – Secretary

Answering phone calls.

In charge of company petty cash and petty cash book.

Keeping track of company vehicle petrol usage.

General admin duties like filing, ordering stationery etc.

Paying company creditors, water and lights and petrol account.

Booking flights, car hire and accommodation.

Attending to all secretarial duties for the chairman.

Taking minutes in meetings.

Setting up appointments and organizing refreshments for meetings.

Contact person : Mervyn Guy 011-***-****

EXPERIENCE: Affluence Life & Invest July 2020 to Current

Administrator

Assisting Financial Adviser with all admin duties such as :

Requesting quotes from Financial institutions

Completing applications for clients

Requesting documents from clients

Submitting client applications

Cancelling of products as client’s request

Getting documents in order for Financial adviser’s meeting with client.

Ordering water for the office.

Meeting and greeting clients.

Answering phone calls.

Setting up appointments and organizing refreshments for meetings.

Contact person : Gerrie Basson 013-***-****

SKILLS: Computer skills (Excel, Word, Internet Explorer, Outlook)

Impeccable linguistic skills

Good listening skills

COURSES: Basic Bookkeeping & Pastel Module 1

Quest Computer Skills Centre

Telephone & Etiquette Course

Keybase Training Centre

INTERESTS: I enjoy the outdoor adventures and reading. I also love spending time with family and friends.

Contact this candidate