Andries Jaco
Strydom
Personal Information and Details:
Full Name: Andries Jaco
Surname: Strydom
ID nr- 790**********
Date of Birth: 1979/08/29
Marital Status: Relationship
Nationality: South African
Languages: Afrikaans & English
Adress: Lebombo Street, Secunda
Contact nr- 072-***-****
Email: ***********@*****.***
Criminal Offences: No
Health : Very Good
Experience
March 2016–Present
Company : Discovery ( Private Broker)
Job Title:
Personal Assistant & Office Manager
Job Position & Duties:
Answered all the phones calls and delivered important messages, to Brokers.
Brought forth an energetic and energetic and enthusiastic attitude.
Assessed the work of competitors to the best understand what our brand as Discovery brings to the Table in our industry.
Maintained and managed client relationships.
Contributed to a positive and team-oriented environment.
Established corporate goals, policies and procedures.
Respond to all the emails come in and go out.
Attention to details on all the Documents
Assist clients with withdraws, amendment to the policies, documents, changes of debit order date and Bank .
Help Client with Testaments to draft is before they see the Broker with it to present to him what they want.
Update the Portfolio of the client with his/her Latest FICA documents when needed. And Tax nr for any investments.
See to the Clients get to the Dr, or the Lab when he need to go for Medicals for New Life Policies
Work with Clients to understand requirements and provide exceptional Service.
Work with to resolve any type of Problem
Ordered of all Office supplies
Manage the Dairy of The Brokers
Do Travel arrangements for the Brokers
Confirm everyday Appointments.
Attention to details on all the Documents
Assist client with withdraws on any of the investments
Track New Business and track the business
Help client with Vitality
Manage of all Admin duties and tasks
Open and Close of the Office.
Feb 2012– January 2016
Company: Sanlam ( Private Broker in Garsfontein)
Job Title:
Admin Assistant & PA to Broker
Job Position & Duties:
Answered all the phone call come in and go out
See to all emails come in and go out
Maintained and Managed client relationship
Established corporate goals, policies and procedures
Attention to detail on all documents
Work with to resolve any type of Problem
Confirm everyday appointment and get the files ready
Manage all of the Admin tasks
Draw Astute on each client before appointment
Update the clients details on system with the latest documents.
Trace & Scan of Bloods when clients done the medicals on each new Policy
Track new Business when it is submit
See to that al requirements is meet on each client during the period
Feb 2000–December 2012
Company : Discovery ( Private Broker in Pretoria East)
Job Title:
Personal Assistant & Office Manager
Job Title & Duties:
Answered all the phone call come in and go out
Assessed the work flow
Helping clients to update there details
Prepare Testaments with client before seeing Broker
Attention to detail on all documents coming in and going out
Work with to resolve any type of problems
Order Office supplies
Do and Help with Travel arrangements for brokers
Confirm appointments for the day
Update the Brokers dairy
Answer email come in and go out
All documents as scanned in, paperless
Do compliance one a week of all the cases and servicing that was done
Work with client to understand requirements and provide exceptional service to all the clients new and old
Client gets phoned twice a year to follow up on each and every client to her if all in order if something needs to be amendment .
Do all the Claims of client ICB Claims of clients
Help clients with there medical aid to get Auth before every operation
Education
High School Evander
Evander, Mpumalanga
Matric= 1997
Subjects:
Afrikaans
English
Math
Science
Business Economic
Technical Drawings
References
Discovery Broker- Pretoria East =Private Broker
Tel: 087-****-***
Carel Botha
Sanlam Broker – Garsfontein Private Broker
Tel : 082*******
Personal Cell number..
Lebombo Street, 30
Secunda.Mpumalanga
2302
***********@*****.***
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