Elsie Maria Visagie
Admin/Insurance
East London (Gonubie)
Overview
41
41
years of professional experience
1983
1983
years of post-secondary education
2
2
Languages
Work History
Broker Assistant
Independent Broker (Tinus Brits)
07.2022 - 08.2024
- Company Overview: Insurance
- Complete/process application forms to Insurance companies
- Arrange medical appointments with Client / Doctors
- Follow up underwriting / acceptance process
- Using Spotlight / @Work to obtain policy information and obtain other policy information direct form Companies
- Draw of quotations and made one spreadsheet with relevant premiums
- Do compares quotes of current client policies
- Do alteration quotes on different Company websites
- Typing of letter
- Keep record up to date for new application wrote and commissions received
- Cancellation and follow up replacement policies
- Submitting and follow up of surrender processed
- Submitting and follow up of Death claims
- Use to making Broker / Client appointments
- Adding client information on Spotlight / @Work
- Adding and managing client activities on Spotlight / @Work until finalized
- Photocopies / Faxes / Emailing / Filling / Incoming and outgoing call
- Client queries
- Insurance
- Reason for leaving: Lost my Husband 30th October 2023 and moving to Gonubie (EC) to stay with my children
- Also done for the last four years, our Company (Tinco Auto Body) Debtors and Creditors / Salaries, and since my Husband passed away Managing the company as well
- Processed and verified all new account applications and documents.
- Organized securities sales and purchases on behalf of customers and companies.
- Input transfer data into system and manually updated accounting and certificate records.
- Maintained up-to-date knowledge of industry regulations, ensuring compliance in all broker assistant tasks.
- Safeguarded confidential client information by implementing strict record-keeping practices that adhered to regulatory requirements.
- Collaborated with various departments within the brokerage firm to ensure seamless service delivery for clients.
- Streamlined communication between brokers and clients, maintaining organized records of correspondence for easy reference.
- Provided administrative support during the negotiation process, contributing to successful transactions and satisfied clients.
- Contributed to increased client retention by consistently providing exceptional customer service and support.
- Improved efficiency by preparing detailed reports on client portfolios, enabling brokers to make better-informed decisions.
- Supported brokers in closing deals, ensuring all necessary paperwork was completed accurately and timely.
- Responded via telephone and email to questions regarding licensing, commissions, website logins and website navigation.
- Recorded supporting documentation for phone calls and written correspondence.
Broker Assistant
Opulentia Life
05.2017 - 05.2022
- Company Overview: Insurance
- Complete/process application forms to Insurance companies
- Arrange medical appointments with Client / Doctors
- Follow up underwriting / acceptance process
- Using Spotlight / @Work to obtain policy information and obtain other policy information direct form Companies
- Draw of quotations and made one spreadsheet with relevant premiums
- Do compartment quotes of current client policies
- Do alteration quotes on different Company websites
- Typing of letter
- Keep record up to date for new application wrote and commissions received
- Cancellation and follow up replacement policies
- Submitting and follow up of surrender processes
- Submitting and follow up of Death claims
- Use to making Broker / Client appointments
- Adding client information on Spotlight / @Work
- Adding and managing client activities on Spotlight / @Work until finalized
- Photo copies / Faxes / Emailing / Filling / Incoming and outgoing calls
- Client queries
- Insurance
- Reason for leaving: Retrenchment
Broker Assistant
Anton Smith/ Fleetlife / Global Zone
10.2005 - 04.2017
- Company Overview: Insurance
- Complete/process application forms to Insurance companies
- Arrange medical appointments with Client / Doctors
- Follow up underwriting / acceptance process
- Using Spotlight / @Work to obtain policy information and obtain other policy information direct form Companies
- Draw of quotations and made one spreadsheet with relevant premiums
- Do compartment quotes of current client policies
- Do alteration quotes on different Company websites
- Typing of letter
- Keep record up to date for new application wrote and commissions received
- Cancellation and follow up replacement policies
- Submitting and follow up of surrender processes
- Submitting and follow up of Death claims
- Use to making Broker / Client appointments
- Adding client information on Spotlight / @Work
- Adding and managing client activities on Spotlight / @Work until finalized
- Photo copies / Faxes / Emailing / Filling / Incoming an outgoing calls
- Client queries
- Insurance
- Reason for leaving: Retrenchment
Ben Opperman (FAL)
12.2002 - 09.2005
- Company Overview: Insurance
- Reception
- Typing of letters
- Photocopies and faxes
- Processing of application forms to company
- Oncoming and outgoing calls
- Archiving and filling
- Updating Spotlight data base
- Client queries
- Insurance
- Reason for leaving: Meet Anton offer me more salary
Sales Lady/ Debtor / Creditor / PA / Receptionist / Manager
Fochini / Hatting Attorneys / Du Preez / accountants / Amica Fasions / Elf Gas
01.1997 - 01.2002
- Company Overview: Sales Lady / Debtor / Creditors / PA / Receptionist / Manager
- Reception/Switchboard
- Filling
- Payments/ Recons /Banking
- Invoicing/Typing letter/ handling queries
- Clock cards / counting of money for payment to workers
- Ordering/Selling and counting of stock
- Booking driver deliveries
- Relevant duties in Accounting office
- Sales Lady / Debtor / Creditors / PA / Receptionist / Manager
- Reason for leaving: Looking for one office work at that time
Senior Personnel (HR) Officer
OFS Prov Government
12.1983 - 07.1997
- Company Overview: State
- All relevant personnel affairs
- State
- Remuneration: R8,400
- Reason for leaving: Take service package because of transfer
Education
Grade 10 -
Dr Viljoen
Skills
Microsoft Office
Education
Dr Viljoen, Grade 10, 1983
Knownas
Elsie
Currentsalary
R16,700
Personal Information
- ID Number: 6605030076087
- Ethnicity: White
- Date of Birth: 05/03/66
- Gender: Female
- Nationality: South African
- Driving License: Code 08 (EC) – Own Transport
- Marital Status: Widowed
Timeline
Broker Assistant
Independent Broker (Tinus Brits)
07.2022 - 08.2024
Broker Assistant
Opulentia Life
05.2017 - 05.2022
Broker Assistant
Anton Smith/ Fleetlife / Global Zone
10.2005 - 04.2017
Ben Opperman (FAL)
12.2002 - 09.2005
Sales Lady/ Debtor / Creditor / PA / Receptionist / Manager
Fochini / Hatting Attorneys / Du Preez / accountants / Amica Fasions / Elf Gas
01.1997 - 01.2002
Senior Personnel (HR) Officer
OFS Prov Government
12.1983 - 07.1997
Grade 10 -
Dr Viljoen
Similar Profiles
Timothy MilliganTimothy Milligan
Independent Insurance Broker at Independent BrokerIndependent Insurance Broker at Independent Broker
Eduardo CastroEduardo Castro
Independent Broker at Independent BrokerIndependent Broker at Independent Broker
Marcus KakosMarcus Kakos
Life Insurance Agent (part-time) at Independent BrokerLife Insurance Agent (part-time) at Independent Broker
Lubabalo KekaLubabalo Keka
Assistant Director/Regional Manager (Nyandeni Region) at DEPARTMENT OF COOPERATIVE GOVERNANCE AND TRADITIONAL AFFAIRS (COGTA)Assistant Director/Regional Manager (Nyandeni Region) at DEPARTMENT OF COOPERATIVE GOVERNANCE AND TRADITIONAL AFFAIRS (COGTA)
Samuel Sibongile NcoyiniSamuel Sibongile Ncoyini
Deputy Director: Library & Information Services at Walter Sisulu UniversityDeputy Director: Library & Information Services at Walter Sisulu University