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.

Contact this candidate