Telesales Receptionist
Resume:
PERSONAL DETAILS
Surname : Stoltz
Full Name : Pamela
Date of Birth : 10 May 1981
Citizenship : RSA
Drivers License : Code 8 – Own transport
Contact Details : 079-***-****
Languages : AFRIKAANS / ENGLISH
EDUCATION
Highest Grade Passed : MATRIC
Subjects : English; Afrikaans; Biology;
Business Economic
Home Economic & Typing
COMPUTER KNOWLEDGE
MICROSOFT OFFICE
ONLINE QUOTING SYSTEMS FROM INSURANCE COMPANIES
COURSES COMPLETED
POPI ONLINE COURSE THROUGH MASTHEAD FINANCIAL PLANNING WORKING HISTORY
1. COMPANY : ULTRA VIDEO
Duration : Feb 2000 – May 2001
Job Description : Sales/Admin
DUTIES AT ULTRA VIDEO
• Assisting of Clients
• Daily Cash ups
• Time Schedules
2. COMPANY : FRIESO VIDEO
Duration : Feb. 2002 – Nov. 2003
Job Description : Sales / Admin
DUTIES AT FRIESO VIDEO
• Assisting Client
• Daily Cash ups
3. COMPANY : LOWVELD SERVICE CENTRE
Duration : November 2003 – June 2006
Job Description : Junior Office Manageress
DUTIES AT LOWVELD SERVICE CENTRE
• Petty Cash – R4000
• Handling of Client Queries
• Telesales/Counter Sales
• Warranty Claim
• Internal Sales
• Debtors
4. COMPANY : ANDRAG AGRICO
Duration : July 2006 – January 2007
Job Description : Junior Admin Lady
DUTIES AT ANDRAG AGRICO
• Handling of Switchboard
• Daily Banking
• Internal Sales
• Administration
• Stocktaking
• Petty Cash – R 9000
• Daily Deliveries
5. COMPANY : BELL EQUIPMENT
Duration : Temp
JOB DESCRIPTION : Receptionist
DUTIES AT BELL EQUIPMENT
• Switchboard
6. COMPANY : HUX TECHNOLOGIES
Duration : March 2007 – April 2009
JOB DESCRIPTION : Receptionist
DUTIES AT HUX TECHNOLOGIES
• Switchboard: 250 – 300 calls a day
• Invoicing and assisting Sales Consultants
• Account Payments
• Daily Cash Up Recon
• Debtors Assistant
• Stocktaking
7. COMPANY : MARK SEVERI
FINANCIAL ADVISOR
Duration : August 2009 – June 2011
JOB DESCRIPTION : Financial Advisor Assistant
DUTIES AT MARK SEVERI FINANCIAL ADVISOR
• Gathering policy information
• Updating client files
• Submitting New Business and requirements
• Investments – Gathering Fund Fact Sheets
• Cancellation of Policies
• Surrender of Policies
• Obtain FICA documents from clients
• General Admin, Filing, Typing, calls to clients
• Maintain Mutual & Federal Insurance clients from Quotation to acceptance of business.
• Handling all queries and amendments to insurance.
• Handling all claims
8. COMPANY : VALENCIA WHOLESALERS
Duration : July 2011 – October 2012
: May 2013 – January 2014
Job Description : Receptionist
DUTIES AT VALENCIA WHOLESALERS
• Running Management 3000 Telephone system
• 150 – 200 Calls a day
• Assisting Creditors with Filing
• Assisting Sales department with Quotations
• General Reception duties
9. COMPANY : LEON WAIT MAKELAARS BK
Duration : January 2014 – Present
Job Description : Office Manager
Reason for Leaving : Advisor is retiring
DUTIES AT LEON WAIT MAKELAARS
• Handling all medical aid queries from application to acceptance
• Making and Confirming of Appointments
• Loading client on CRM system
• Client Queries
• Submitting of New Business
• Life Insurance, Astute Downloads, Investments
• Changes to Policies (Momentum MDS Online, Liberty Blue Print) Short Term Insurance (Santam, Old Mutual Insure, Hollard Easy & Brolink) Requesting of quotes, doing quotations online.
• Submission of Claims via Online system or telephonically,
• Follow up regarding claims and finalization of claims
• Basic duties of a Para-planner
Although I am English, I am fully bilingual in Afrikaans as well. I have had several years’ experience in the Insurance industry especially in Short Term insurance and find it to be my passion. I have attended various training sessions with Old Mutual Insure as well as Santam. I have recently started working with Hollard Easy Personal Lines and taught myself how to use their system. Unfortunately. The consultants that I have worked with are Alida du Plessis from Santam, Bianca Miles from Old Mutual Insure as well as Debbie Cushway. I am very well known to the majority of the consultants.
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