Summary
Overview
Work History
Education
Skills
Certification
References
Timeline
Generic

Juanne Petersen

Compliance Administrator
Centurion

Summary

Diligent Compliance Administrator with solid background in compliance management and regulatory adherence. Successfully implement policies and procedures to enhance organizational compliance and demonstrate proficiency in risk assessment and regulatory reporting. Strong verbal and written communication skills with a systematic and diligent approach. Efficient Office Assistant with 10 years of experience answering high-volume calls and in-person inquiries relating to Customer service. Flexible and hardworking approach to streamlining internal processes. This experience has shaped me to become highly adaptable and possess excellent typing skills (at 45wpm) with shorthand and dictation. As an experienced Administrator, I have learned timeous & clear communication and this has made me fully capable of combining excellent written and oral English, equally fluent in Afrikaans. Well-rounded Office Assistant / Personal Assistant possessing excellent clerical and team support abilities. Skilled in scheduling meetings and appointments and organizing office operations. Organized, efficient and professional and responding well to direction given. I perform well in a team and yet I am an independent thinker and take initiative if needs be. Proven expertise in insurance products, service and customer needs. Familiar with analyzing documentation, liaising between parties and handling both routine and complex issues each day. Knowledgeable Insurance Representative with about 4 years' expertise successfully working in the Short Term Insurance industry. Courteous and highly motivated with a desire to take on challenges at a new company. Strong worth ethic, adaptability and exceptional interpersonal skills. Adept at working effectively unsupervised and quickly mastering new skills.



Overview

24
24
years of professional experience
1999
1999
years of post-secondary education
5
5
Certifications
2
2
Languages

Work History

Compliance Administrator

OUTSURANCE INSURANCE
Centurion, South Africa
04.2024 - Current
  • Review documents, files, transcripts, and other records to assess compliance and potential risk
  • Prepare records and data for regular audits.
  • Manage compliance efforts, reporting and audits.
  • Collaborate with cross-functional teams to ensure alignment of business operations with regulatory requirements.
  • Evaluate the effectiveness of current controls to ensure appropriate mitigation strategies were in place to address identified risks.
  • Increase efficiency in reporting by automating data collection and analysis for regulatory submissions.
  • Develop training materials to educate employees on relevant rules, regulations, and best practices for maintaining compliance standards.
  • Identify areas for improvement within existing compliance programs by conducting gap analyses and providing recommendations for enhancements.
  • Conduct thorough investigations into potential violations, recommending corrective actions when necessary.
  • Support management in developing a culture of compliance throughout the organization.
  • Champion ethical conduct within the organization through promotion of an environment focused on transparency, accountability, and professionalism.
  • Reduce risk of non-compliance through regular audits and monitoring activities.
  • Contact clients as soon as possible when complaint generates through the system
  • Identify all issues by considering and listing all concerns or points raised by the client and asking additional questions if necessary. It is important to peruse the quote or policy notepad and listen to applicable calls as needed.
  • Do comprehensive research into causes of all the issues raised and corrective action required.
  • Provide client with the outcome/feedback or the way forward
  • Change the status of the feedback to either CALL BACK or CLOSED after contact with client
  • Depending on whether the matter was fully resolved or not. The CALL BACK status on the feedback will result in you being sent an email reminder 15 minutes before the call back time and another at the call back time
  • If there is further feedback needed, let client know when your next contact will be. This should not be longer than 48 hours. If you require a further time period to investigate the matter after the 48 hours has expired, let the client know. Feedbacks should ideally be finalized within a 5 business day period.
  • Notes of all interactions must be recorded on summit. Detailed notes are required.
  • Should there be a need to further investigate and a subsequent feedback is loaded, the correct source `Internal` should be used. This is purely for internal initiated feedbacks loaded for (audits, adhoc audits, TM audit etc.).
  • Ensure you call client back when you said you would
  • Do not close the feedback if the complaint is not fully resolved.
  • Evaluate customer complaints, processes, and all other aspects of operations to assess compliance.

INDEPENDENT BROKER ADVISOR

OUTSURANCE INSURANCE COMPANY
Centurion
03.2021 - 04.2024
  • Provide professional and a high standard of service at all times to all stakeholders, both internally and externally
  • Process related functions and manage multiple tasks within tight deadlines
  • Executing Broker Quote and Policy related administrative tasks for Business/Commercial Clients, including but not limited to
  • Preparing and loading of new quotations;
  • Facilitating and action policy amendments and renewals;
  • Reinstatement of expired quotes to complete
  • Prepare correspondence, reports and documents for Brokers and have knowledge of company policies and procedures;
  • Submit requests and/or instruction to other insurance companies, internal and external stakeholders;
  • Maintained accurate records of transactions and client information in compliance with regulations.
  • Discussed client financial options to keep customers informed regarding transactions.

OFFICE ASSISTANT

OUTSURANCE
Port Elizabeth
09.2018 - 02.2021
  • First contact and client liaison duties at front office/reception
  • Allow existing and non OUTsurance clients to call the call centre for direct queries
  • New clients, allow them to speak to an Agent
  • Some existing clients, I'll assist with printing policy schedules when asked
  • Answering and screening switchboard phone calls, taking detailed messages and following up where necessary
  • General secretarial duties such as opening/distribution of post and arranging for courier services, office administration, stationery control, ordering of office equipment, petty cash, etc
  • Filing of all the documentation for certain time before shredding
  • Keep record of Office Inventory
  • Coordinate internal and external communication
  • Communication for Face to Face, Investigations, Building assessor, Building Auditor, Surveyors
  • Co-ordination of all functions and duties of the Face to Face General Manager
  • Electronic diary management (calendar bookings for appointments of all different departments) of F2F General Manager and management of office boardroom calendar bookings
  • Typing and preparing documentation including meeting minutes, correspondences, reports / documents for F2F General Manager
  • Personal assistance to the F2F General Manager
  • Auditing of Brokers' files
  • Labour office inspections - unexpected visit
  • Talk Outs - direction by HO
  • Miscellaneous and ad-hoc administrative support to Investigations Manager (x3 Investigators - PE, EL, Oudtshoorn)
  • Assist investigators when out of office with system queries, check SUMMIT and make notes or send requests
  • Assist investigators with typing transcriptions (convert recordings and type out) for preparing of claims meetings
  • Assist Building assessor when she's on the road, with info from the SUMMIT system
  • Organize special work-related events - eg: Company Birthday, Heritage days, YEF, etc
  • Supervise office cleaning lady
  • Supervise the fumigation Service providers coming to the office, the service providers for services office plants
  • Assist RM's with online queries on SUMMIT where they don't have access, such as attachments and claims
  • Created spreadsheets using Microsoft Excel to track expenses and other financial data related to the office budget.
  • Assist with newbies (PE, GARDEN ROUTE (GEORGE), EL)
  • Verify and assist all newbies have their equipment such as printers, cellphones, laptops with bags, folders and files, petrol cards, branded.
  • Scheduling Meetings
  • Technical Support
  • Front Office Management
  • Meticulous Attention to Detail
  • Prioritizing Work
  • Insurance Eligibility Verifications
  • Self-Starter
  • Professional and Mature
  • 50 Wpm Typing Speed
  • Travel Administration uniform
  • Keep and update Inventory of all equipment and Tools of Trade
  • Assist in preparing for interviews for GM & RM (docs such as CV
  • Assisted the GM with office reallocation and supervised the entire office move and the construction of the new office

Fleet Administrator

AVIS FLEET
Port Elizabeth
07.2018 - 08.2018
  • Provided support to Fleet Managers with the acquisition, disposal and management of vehicles.
  • Ensured timely and accurate processing of fleet transactions including new vehicle orders, disposals, transfers and maintenance.
  • Maintained accurate records of all fleet-related documents including contracts, invoices and license plates.
  • Coordinated with external suppliers for the provision of services such as repairs, maintenance and leasing agreements.
  • Conducted regular audits on fleet vehicles to ensure compliance with safety standards and regulations.
  • Processed paperwork for driver licensing applications and renewals in accordance with local legislation.
  • Reviewed vendor invoices to ensure accuracy prior to payment authorization from finance department.

RECEPTIONIST / PERSONAL ASSISTANT

OUTSURANCE
Port Elizabeth
04.2010 - 01.2016
  • Greeted visitors and provided them with assistance.
  • Doing criminal record fingerprints of candidates and assist with scanning all necessary docs for Recruitment
  • Assisted in maintaining office supplies inventory by checking stock to determine inventory level; anticipating needed supplies; placing orders for supplies; verifying receipt of supplies.
  • Managed all incoming mail distribution, courier services, faxes, and photocopying documents as requested.
  • Updated daily log book with information about visitors entering the premises.
  • Coordinated with vendors for repairs and maintenance of office equipment such as printers or computers.
  • Assisted with special projects assigned by management when required.
  • Organized conference room reservations for meetings or events.
  • Scheduled appointments for clients, customers, and other visitors.
  • Maintained a neat reception area by organizing materials and tidying up furniture.
  • Answered incoming calls, took messages, and transferred calls to appropriate departments or personnel.
  • OHS representative not limited to being First Aider, Fire & Evacuation representative
  • Duties include:
  • Check and update First Aid box - Inventory needs to be updated regularly
  • See to Fire extinguishers are serviced on time
  • Make sure office is user friendly and safe for all staff members
  • Make sure safety regulations are visible in the office
  • Report all OHS feedback & reports to Tracy McNaughton
  • COVID19 extra precautions that needs to be adhered to and thus. adding more responsibility for the safety protocols in the office environment
  • Handled multifaceted clerical tasks (e.g., data entry, filing, records management and billing)
  • Coordinate travel arrangements, maintain database of personal information and ensure the delivery of quality services to clients & staff
  • Daily Duties:
  • Check claims process on behalf of assessor
  • Do Desktop Assessing, follow ups with Service Providers for outstanding reports, quotes, etc
  • Do claims enquire for clients
  • Make notes on the notepad of all claims
  • Check previous insurance claims on client's name
  • Transcribe conversations of client / assessor / adviser
  • Typing and preparing documentation including meeting minutes, correspondences, reports/documents
  • Advise client on claims process when claiming form insurance
  • Co-ordination of all functions and duties of the Outsurance management team
  • Electronic and manual diary management
  • Make travel and accommodation arrangements for the managers & Heads when visiting office branches
  • Organize special events or team buildings; e.g
  • Golf days
  • Answering and screening phone calls, taking detailed messages and following up where necessary
  • General secretarial duties i.e
  • Opening and distribution of post, office administration, and stationery control, etc
  • Co-ordinate internal and external communication
  • Personal assistance to the Outsurance team managers (work related and personal)
  • Forward documentation or packages via Fedex to different departments within the company
  • Submit & check monthly credit card statements with slips of all members
  • Sending of invoices for payment to be done by H/O for maintenance done in the office & do follow-up
  • Booking the boardroom for meetings
  • Booking of Avis Rental Cars for management or investigators when needed
  • Co-ordinate & or render assistance with projects; eg: arrive alive campaign, shavathon
  • Blanket drive (during winter seasons), year-end functions, etc
  • Control the petty cash register
  • Receiving of salvage goods & keeping inventory in storage
  • Controlling the safekeeping of extra office equipment eg: loan laptops, cameras, etc

Secretary

South African Police Service
Port Elizabeth
01.2002 - 01.2009
  • Render secretarial and administrative support functions
  • Type reports, letters, memorandums and monitor flow of documents to the office of the Director / Head of Support Services
  • Create and type document as well as retrieve data and keep record
  • Take messages for the Director/Support Service Head and transfer calls to relevant people /structures to handle enquiries
  • File and trace all documents whenever required
  • Administer the 'brought forward file' to coordinate target dates for correspondence
  • Fax, e-mail and post documents to respective places
  • Make calls on behalf of the Director / Support Service Head
  • Report all defaults on eg
  • Fax machine, telephone, computer, and photocopier and place orders for resources needed for the office
  • Do all the travel arrangements for Head of Support Service and other officers and members
  • Drafts acknowledgement letters
  • Receive and send messages via e-mail to relevant structures with regard to work activities.

Education

MATRIC - English, Afrikaans, Accounting, Business Economics, Typing, Biology

ST THOMAS SSS
Port Elizabeth

Skills

  • Administrative coordination

  • Audit support

  • Compliance monitoring

  • Records Management

  • Database Administration

  • Spreadsheets/Reports

  • Event Management

  • Professional Office Procedures

  • Project Management

  • Communication Skills

  • Travel Coordination

  • Customer Service

  • Critical Thinking

  • Cost Calculations

  • Regulatory Compliance

  • Service Sales

  • Computer Skills

  • Microsoft Office

  • Cost Calculation

  • Compliance Requirements

  • Sales Closing

  • Data Verification

  • Relationship Building

  • Product and Service Sales

  • Documentation

  • File Maintenance

  • Meeting Planning

  • Project Planning

  • Inventory Management

  • Mail Handling

  • Office Administration

  • Spreadsheet Management

  • Event Preparation

  • Supply Management

  • Invoice Processing

  • Administrative Support

  • Clerical Support

  • Proofreading

  • Data Entry

  • Scheduling

  • Calendar Management

  • Expense Reporting

  • Spreadsheet Creation

  • Understands Grammar

  • Office Supplies Management

  • Appointment Scheduling

  • Strong Interpersonal Skills

  • Strong Problem Solver

  • General administration to further support and leverage the sales process

  • Prepare, submit, track and process reports

  • Ensure thorough understanding of the OUTsurance Personal and Business Products

Certification

RE5

References

Karen Pautz - General Manager Marketing

0832449963


Petro Oosthuizen - National Head Of Department

0836004573

Timeline

Compliance Administrator

OUTSURANCE INSURANCE
04.2024 - Current

INDEPENDENT BROKER ADVISOR

OUTSURANCE INSURANCE COMPANY
03.2021 - 04.2024

OFFICE ASSISTANT

OUTSURANCE
09.2018 - 02.2021

Fleet Administrator

AVIS FLEET
07.2018 - 08.2018

RECEPTIONIST / PERSONAL ASSISTANT

OUTSURANCE
04.2010 - 01.2016

Secretary

South African Police Service
01.2002 - 01.2009

MATRIC - English, Afrikaans, Accounting, Business Economics, Typing, Biology

ST THOMAS SSS

Similar Profiles

CREATE PROFILE
Juanne PetersenCompliance Administrator