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: adq7su@r.postjobfree.com

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

072-***-****

adq7su@r.postjobfree.com

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