Experienced with client management, administrative tasks, and brokerage operations. Utilizes organizational skills and attention to detail to enhance efficiency and client satisfaction. Knowledge of financial documentation and communication, ensuring accurate and timely support.
Overview
34
34
years of professional experience
1986
1986
years of post-secondary education
Work History
Broker Assistant
Morne Terblanche Financial Services
Bloemfontein
08.2022 - 12.2024
Telephonic Enquiries
Preparation of application forms and quotations for clients
Draw of quotations
Payroll
Salary payments
Preparation for Compliance audits and management thereof
Payments of debtors and creditors
Working with insurance companies
Sending out newsletters
Short term insurance
Life insurance
Marketing Consultant
Radio Rosestad
Bloemfontein
05.2015 - 03.2022
Make appointments with future clients
Preparation of presentations (quotations) for selling radio advertisements
Appointment with clients
Sales
Administrative duties
Input of data on computer system Envision
Reason for leaving: was made a counter offer by Morne Terblanche Financial Services
Collaborated with sales team to increase brand awareness and enhance business development by building and maintaining relationships.
Broker Assistant
Morne Terblanche Financial Services
Bloemfontein
01.2013 - 04.2015
Enquiries of clients - telephonic/interact with them directly
Amendments on short term and life term policies of clients
Appointments with clients
Typing of letters
Filing
Registering of claims on system
Opening of files
Input of data - computer Short Term Insurance and life insurance
Life Insurance Investments – Draw quotations of all life policies
Handling of all financial payments
Appointments with clients
Working with different companies such as Santam, Mutual & Federal, Sanlam, Liberty, Old Mutual, Momentum, Altrisk etc
Payments of all accounts of Financial Services
Payroll for Red Carpet Carwash (100 employees)
Responsible for Car Wash Registers for workers
Responsible for quarterly audits
Secretary
Mooirivier Brokers
Bloemfontein
01.2008 - 12.2012
Enquiries of clients - telephonic/interact with them directly
Amendments on short term policies of clients
Typing of letters
Filing
Registering of claims on system
Opening of files
Input of data - computer Month end closing procedures
Project Manager/Skills Development Facilitator
W&R Seta
Bloemfontein
04.2005 - 12.2007
Made appointments with companies to discuss the years' Workplace Skill Plans with them and identify skills gaps
Made arrangement for training in companies
Internet and email
Electronic submission of the Workplace Skill Plan on system of the W&R Seta
Handling of post
Provide basic computer skill training – myself
Reason for leaving: Temporary job
Identified workers with specific skill sets to recommend for promotions or raises, increasing internal hiring 100%.
Personal Assistant to Director/ Human Resource Assistant
Broker Support Group
Bloemfontein
01.2003 - 03.2005
Personal Assistant for directors Johan de Jager and Duncan Cairns
Keeping of diary
Made arrangements for functions and meetings
Bookings of fleet cars
Reception
Sending and receiving of faxes
Typing of letters
Summary of month end reports
Telephonic queries of clients
Made arrangements every Friday for delicacy for personnel
Filing - Internet and emails
Arrangement of meetings for personnel
Agendas and Minutes of meetings
Human Resource Assistant
Interviews to appoint new staff
Management/Up to date keeping of leave schedules of personnel
Keeping of personnel files up to date
Management of personnel annuity funds
Management of monthly payments of annuities to insurance life company
Disciplinary hearings - mostly only attending
Responsible for printing and working out the balance of each employee's telephone account (120 employees) each month
Managed the booking of company cars to personnel
Assisted in the preparation of presentations and reports, contributing to well-informed decision making.
Personal Assistant
Hydro-med Hospital / Dr Visser and Old Mutual Short-Term
Bloemfontein
01.1991 - 12.2002
Assisted in the preparation of presentations and reports, contributing to well-informed decision making.
Maintained confidentiality and discretion while handling sensitive information relevant to company operations.
Responded to emails and other correspondence to facilitate communication and enhance business processes.
Oversaw personal and professional calendars and coordinated appointments for future events.
Provided multifaceted services to career professionals by running errands, managing mail, scheduling appointments, and arranging transportation.
Facilitated smoother daily operations by promptly addressing and resolving administrative issues.
Education
Matriculated -
High School Hoogenhout
National Diploma - Office Administration Secretarial
Technikon of The Orange Free State
Skills
Medit (Medical program)
Medstat (Medical program)
Ms office Word Excel and PowerPoint
Internet and email
Corel Word Perfect
Poldata - Short term insurance program
Momentum and Old Mutual Quotation and Santam System
Altrisk and Liberty Quotation & Mutual & Federal Quotation System
National Diploma- Office Administration Secretarial
Matric Certificate
Results from InSeta NQF 4 Examination
Testimonials of Dr AA Visser
High School Hoogenhout Testimonial
SA Trust Consultants Testimonial
Service Certificate of Hydromed Hospital (Mediclinic)
Testimonial of Broker Support Group
Personal Information
Date of Birth: 06/14/68
Training
Various Training in Insurance
33 credits for Short Term Personal Lines and Long Term – NQF6 examination - Equivalent to an Advanced Certificate
Occupation
Broker Assistant, Morne Terblanche Financial Services, 01/01/13, 04/30/15, True, Enquiries of clients - telephonic/interact with them directly, Amendments on short term and life term policies of clients, Appointments with clients, Typing of letters, Filing, Registering of claims on system, Opening of files, Input of data - computer Short Term Insurance and life insurance, Life Insurance Investments – Draw quotations of all life policies, Handling of all financial payments, Working with different companies such as Santam, Mutual & Federal, Sanlam, Liberty, Old Mutual, Momentum, Altrisk etc., Payments of all accounts of Financial Services, Payroll for Red Carpet Carwash (100 employees), Responsible for Car Wash Registers for workers, Responsible for quarterly audits
Marketing Consultant, Radio Rosestad, 05/01/15, 03/31/22, Make appointments with future clients, Preparation of presentations (quotations) for selling radio advertisements, Appointment with clients, Sales, Administrative duties, Input of data on computer system Envision, was made a counter offer by Morne Terblanche Financial Services
Secretary, Mooirivier Brokers, 01/01/08, 12/31/12, Enquiries of clients - telephonic/interact with them directly, Amendments on short term policies of clients, Typing of letters, Filing, Registering of claims on system, Opening of files, Input of data - computer Month end closing procedures
Project Manager/Skills Development Facilitator, W&R Seta, 04/01/05, 12/31/07, Made appointments with companies to discuss the years' Workplace Skill Plans with them and identify skills gaps., Made arrangement for training in companies, Internet and email, Electronic submission of the Workplace Skill Plan on system of the W&R Seta., Handling of post, Provide basic computer skill training – myself, Temporary job
Personal Assistant to Director/Human Resource Assistant, Broker Support Group, 01/01/03, 03/31/05, Personal Assistant for directors Johan de Jager and Duncan Cairns, Keeping of diary, Made arrangements for functions and meetings., Bookings of fleet cars, Reception, Sending and receiving of faxes, Typing of letters, Summary of month end reports, Telephonic queries of clients., Made arrangements every Friday for delicacy for personnel, Filing - Internet and emails, Arrangement of meetings for personnel, Agendas and Minutes of meetings, Interviews to appoint new staff., Management/Up to date keeping of leave schedules of personnel, Keeping of personnel files up to date., Management of personnel annuity funds, Management of monthly payments of annuities to insurance life company, Disciplinary hearings - mostly only attending, Responsible for printing and working out the balance of each employee's telephone account (120 employees) each month., Managed the booking of company cars to personnel.
Personal Assistant, Hydro-med Hospital / Dr Visser and Old Mutual Short-Term, 01/01/91, 12/31/02
Timeline
Broker Assistant
Morne Terblanche Financial Services
08.2022 - 12.2024
Marketing Consultant
Radio Rosestad
05.2015 - 03.2022
Broker Assistant
Morne Terblanche Financial Services
01.2013 - 04.2015
Secretary
Mooirivier Brokers
01.2008 - 12.2012
Project Manager/Skills Development Facilitator
W&R Seta
04.2005 - 12.2007
Personal Assistant to Director/ Human Resource Assistant
Broker Support Group
01.2003 - 03.2005
Personal Assistant
Hydro-med Hospital / Dr Visser and Old Mutual Short-Term
01.1991 - 12.2002
National Diploma - Office Administration Secretarial
Technikon of The Orange Free State
Matriculated -
High School Hoogenhout
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