Summary
Overview
Work History
Education
Skills
Websites
Attached Documents
Personal Information
Training
Occupation
Timeline
Generic
Sylvia Lamprecht Van Aswegen

Sylvia Lamprecht Van Aswegen

Bloemfontein

Summary

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

  • Envision

  • E-Filing

Attached Documents

  • 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
Sylvia Lamprecht Van Aswegen