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Broker Service Consultant

Location:
Bloemfontein, Free State, South Africa
Salary:
Negotiable
Posted:
August 07, 2023

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Resume:

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CURRICULUM VITAE

Levona Canavan

adyrxf@r.postjobfree.com

Cell Phone: +27-724******

*** ******** ****** • PELLISSIER • BLOEMFONTEIN • 9306 MOBILE +27-72-417-**-**

E-MAIL adyrxf@r.postjobfree.com

LEVONA CANAVAN

PERSONAL INFORMATION

Age: 42

ID Number: 800**********

Marital Status: Married

Gender: Female

No of Dependants: 2

Nationality: South African Citizen

Health: Excellent

Criminal Record: None

Driving Licence: Code B

EDUCATION

[1993 – 1998] Petunia Secondary School Bloemfontein, Free State Senior Certificate

[2003] Damelin Education Group Bloemfontein, Free State Microsoft Office 2000 Certificate

Windows 98

MS Word

MS Power Point

MS Excel

[2004] Damelin Education Group Bloemfontein, Free State Office Administration Diploma (Distinction)

Business Environment

Reception Area

Receiving and Assisting Visitors

Incoming and outgoing telephone calls

The information system in the organisation

Distribution and dispatch of mail

Managing a diary for yourself and others

Co-ordinate meetings, minor events and travel arrangements

Written communication

Introduction to computer systems and other office equipment

Processing numerical and text data

Office supplies and stock control

Financial and banking processes

Wages and salaries

[2007] Fais accredited - Personal Lines (30 Credits)

[2012] Commercial Insurance (30 Credits)

[2013] FSB First Level Regulatory Examination Certificate: Representative

WORK EXPERIENCE

[1999 - 2000] Truworths Northridge Mall, Bloemfontein Admin/Sales Consultant

Receptionist

New Accounts

Filing

Keeping record of analysis workbook (Monthly Target Numbers)

Stocktaking

Stock acknowledge and stock transfer

Banking

Store and window merchandising

[2000 - 2003] Cape Union Mart Bloemfontein

Admin/Sales Consultant

General Office work

Customer repairs and customer orders

Receptionist

Keeping record of analysis workbook (Monthly Target Numbers)

Stocktaking

Banking

Stock acknowledge and stock transfer

[2003 - 2005] Renault Motors Bloemfontein

Administrator/Receptionist

Reception

Switchboard

Banking

Licence and Registration of vehicles

Filing

Handling of incoming and outgoing mail

Handling Deliveries

Petty Cash

Responsible for cheques

Monthly Petrol Recon

Maintenance of vehicle admin

Typing (Letters, Memos & Quotations)

[2005 - 2007] Auto & General Insurance Company Bloemfontein Branch Secretary

Typing

Filing

Minutes of meetings

Manage message centre

Updating of medical aid file

Photocopies

Faxing

Loading Tracker Lists on system

Client Notifications

Scan team manager’s calls

Switchboard Relief

Vehicle inspections – Service centre

Daily + Monthly Stats for call centre

[2007 - 2008] Auto & General Insurance Company Bloemfontein Policy Services Consultant – Call Centre (Fais accredited)

Up selling on cover and products. (Team & Individual targets)

Capturing and finalization of ‘fast track’ claims

Handle claims queries

Repudiation of ‘no cover’ claims

Amendments on policies

Cancellations

Client retention

[2008 - 2017] Auto & General Insurance Company Bloemfontein Broker Administrator/Internal Consultant

Broker maintenance – update info on broker codes

Handling of all Broker contracts and keeping record of them.

(FS, EC and KZN)

Broker Appointments on policies

Follow up on leads for Brokers

Creating and requesting commission statements

Commission queries

Manage all faxes, allocations and diary entries on office automation for Broker department

Assist non-performance brokers telephonically

Scan team phone calls and handle queries while consultants are out on the road

Manage consultants emails, diaries and Broker queries

Assisting Broker consultants with their planning, appointments and drawing reports and assisting brokers while consultants are on the road

Minutes of meetings

Co-ordinate minor events and travel arrangements

Prepare weekly + monthly sales and petrol reports for Eastern Cape and Free State.

[July 2017 - Current] Indwe Risk Services

Broker Sales & Service Advisor

Client services

New Business

Re-broke policies

Registering of new claims, following up on claims processes

Policy Renewals

Upselling on existing policies

Amendments on existing policies

Cancellations/ retention process

REFERENCES

Mrs. Annie Mintoor

Truworths

051-***-****

Mrs. B Lombaard

Damelin

051-***-****

Miss H Schoeman

Damelin

082-***-****

Mr. Gustav Grouws

Cape Union Mart

051-***-****

Mrs. Adri du Toit

Renault Motors

084-***-****

Mr. Juan Manual

Auto & General

083-***-****

Mrs. Roelane Pelser

Indwe Risk Services

082-***-****



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