CURRICULUM VITAE FOR JENNY CECILIA

PETERSON

Personal Information

1D Number: 940********** Current Location: 60 Jakaranda Street

Postmasburg

Northern Cape 8420

Date of Birth: 02/01/1994 Locatian: Northern Cape

South Africa Cantact Number: 076*******

Coloured Altecnative Number: 060*******

Female Language Abil English, Afrikaans

No Driver's License: Code 08

Educational Qualification

Secondary Qualification Obtained

School attended: ‘Welkom Gimnasium - Matric

‘Subjects Passed: Afrikaans 1 Additional Language, English Home Language, Business

Studies, Economics and Mathematics Literacy

Year Passed: 2013

1. Company: Santam Sky / 01 November 2018- 31 October 2020

Position Held: Broker Administration Clerk

Reason for leaving: End of contract

Duties and Responsibilities

>Quality Check

>Capturing

>Auditing

>Preparation of Premium deduction of policies

>Reception Duties.

>Monthly Reports

>Providing Support

>Providing Service

>Doing All Claims

>General Administration

>General Office Duties

v

Quality Check- Quality checking of New Business Application forms and recruitment

docurnents,

Capturing- Capturing New Business and new: employment packs of new brokers.

Auditing- Auditing of Issued business and reports.

Preparation of Premium Deduction of Policies- Preparation of Lodgements for Retentions

Administrator

Reception Duties- Switchboard and Reception Duties of answering the phones and assisting

clients and advisors.

Monthly Reports and Weekly Reports - Compilation and analysis of weekly and Monthly

reports.

Providing Support- Providing support to Broker Consultants and Business Developers.

Providing Service- Providing ongoing service to Advisors within company SLM's.

Doing Al! Claims- Doing all customer claims. Funeral claims, surrenders, cash back ect.

Following up on all request and claims to ensure they are processed within SLA,s

General Administration- Typing general correspondence and minute taking.

General Office Duties- Faxing, filling, é-maif, and assisting with other functions on adhoc basis.

v

v

v

¥

v

vyy

8

v

Exnerience and Knowledge

Ihave computer literacy.

MS Word, Pastel and Excel,

'have experience in insurance industry, sales and administration work.

"have working experience in a customer service environment with emphasis on

administration or in a persanal assistant capacity.

a

lean work

vv

2. Company: Renier Bloem Makelaars / 02 January 2018-31 March 2018

Position Held: Insurance Administration Clerk

Reason for leaving: Retrenched

Duties and Respansi

> Claims

> New Applications

> Filling

> Quotations

> Answering phones

> Worked with Excel and Microsoft Word

Claims- Did All Risks, House Owners, House Contents, Vehicle, and Commercial lines claims.

New, Applications- Created new applications for New Clients.

Quotation: Did quotations for New and Old Clients at Santam, Renasa, AIG, Old Mutuala Federal,

Discovery, CIA and Auto & General.

Answering Phones- Answering the phone.

Worked with Excel and Microsoft Word ~ Did all the administration work of the clients and office on

Excel and Microsoft Word.

Filling: Filled all paperwork of clients in their files. Flled all schedules, quotations, applications, client

advice document and all persona! documentations of clients.

3. Company: Metropolitan / 1 March 2017-15 December 2017

Position Held: Senior Financial Advisor

Reason for Leaving: Better Opportunities

Duties and Responsibility

> Financial wellness

> Selling policies

>Capturing applications

>Answering phone calls

>Client segmentation

>Financial Wellness - Giving client's advice suitable to their financial wetiness

>Selling Policies - Selling life cover, retirement annuity, savings investments and funeral covers.

>Capturing applications - Capturing all clients documentation on the system

>Answering phone calls - Answering calls and making telephonic appointments

>Client segmentation - Doing affordability checks on clients

4. Company: TFG (The Foshini Group} / American Swiss April 2014 ~ December

2016

Position Held: Sales Assistant and Manager

Reason for Leaving: Difficult in Pregnancy

Duties and Responsibility

Sales Assistant

>Daily Administration

>Consolidate Cash up with Cashier

>Daily unit count on Stock

>Managing Stock Losses

>Cell Phone Representative

>Sales Assistant ~ Selling goods to clients

>Baily Administration ~ Daily sales check, petty cash check, ordering stock and stationery, issuing of

invoices and capturing, stock transfer and filling

>Consolidate Cash Up with Cashier — Do banking end of business day

»Daily Unit Count on Stack —Do stock count twice a week

>Managing Stock Losses — Send out reports to management after stock count

>Celt Phone Representative — Distributing cell phones to clients

References

1. Name: Annalize Hudson

Position: Regional Manager

Company: Sanlam Sky Broker Division

Telephone: 082-***-****

2. Name: Chris Breytenbach

Position Manager

Company: Renier Bloem Makelaars

Telephone: 057-***-****

3. Name: Jwalane Thoabala

Position: Branch Manager

Company: Metropolitan

Telephone: 087-***-****

4. Maryke Potgieter

Position: Manager

Company: TG

Telephone: 057-***-****

5. Alina Makatsa

Position: Manager

Company: Tre

Telephone: 057-***-****

SF ORK AFGHAN

E Hy R wisARMERDIIG YOORESLE

DAL VOLCENS MY MaARAEVINGE OAAR NIE 1)

STRING 0 CIE GiRS® 4081 ME DOMUMENT MANGE:

ler) i TRIE “EPROQUSTION COPY GF THE

Die a, tae hens fie TO He FOR BUTPENTICATION.

ruc ULC aseRUa oie th AMENDMENT GR

URTHLE SEE" Fy Ta!

Chae nd Fat bah prea Hens CE

hitereuNgaferanaree

aN

SSO Meo A SPL

sea re 0a

eM PONT.

Ho

teil Raai

Reece Dini

BBS perupt iG

Namie ORSQUTH ABCA

{Eon

Bice

me

(7 Bees

a Re

5 oa

Sones en Dr tte

(ene i ‘

dl

SPDR (APSR “

TR SeATIPSEER DAT

art “aa NEHIBNG VOORGEL €

RSPROWSL KE DCNUSENT 927

Becta

Pe TAINS ReoeR Oa, #0GENS #5022 4NEDINGE DAR NIE 8

Pee ee eer ie aie cal eaten ee

: is 8 THUS REFROOULTICN [COPY GF THE ‘

Lisa to ceameianeSevroes te peronammemcaren

jae Hour e DRSERVAT-ONS, aN AMENDMENT OR »

Stuer

‘Hass

Eee eee WEARS

1 1 DRUKSIR

1 SHIN 2A,

Aworabalt

ue, 1

JENNY. CECILIA FERNANDES

Identity numbere4o 102*******

Subject ree

English Home, Language 2."

Afrikaans Fist Additiondlagguége.

Mathematical Litetaey ae

Life Orientation

Business Studies

Economies

Tourism

serantnensaennnensnirransaiinadanseniuensdsicinenseed

Sate : Jka alebiévement

. level

This candidate fs. awarded the Notional Senior Certificate and has met the,minimutn requirsments for

coereion (0 Giploma orhigher certicate study as gazetted for adnissian fo highs’ education, subject to the

‘Sdmission requirernents ofne:higher education institution coricened, :

, With etfect tram Dagembar 260;

Ws. Lagcemerts, 140-****-**** 1,

Chief Executive Officer“; : a LARUE

Te ce ocd od othalt otealre cee otc tnd

ee

“Council for Quality Assurance in

General and Further Education and Training

South Africa 56259822

Contact this candidate