Sarsha Rugpath

• Assessed personnel performance and implemented incentives and team-building events to boost morale.
• Interpreted management directives to define and document administrative staff processes.
• Screened and transferred incoming calls, took down messages and transmitted information and documents to internal personnel as point of contact for office.
• Utilized proven problem-solving methods in accordance with company policy to enhance client satisfaction.
• Employed proven problem-solving techniques to resolve issues quickly and effectively.
• Established positive working relationships with colleagues, manager and customers through regular communication and effective anticipation of needs.
• Computerized office activities, maintained customer communications and tracked records through delivery.
• Increased revenue by developing key programs focused on promoting business.
• Streamlined processes to maximize operational efficiency.
• Codified office structures and processes to promote teamwork and performance.

 Marketing efforts by Financial Advisors:

E.g.: cold calling and setup meetings

capture and maintain advisors records on

relevant systems e.g.: Smart Device,

Discovery World, astute and Underwriting

quality assure queries

Maintain and update databases for

business units.

 Secretarialsupport.

overall administration support

provide client service as required by

business unit

 Underwriting Claims

 Marketing/sales Discovery Products

 Analyzing Quotes (Life, Health and insure)

 Marketing/sales Investments and

Insurance

 Medical Aid Queries & Quotes.

 Scanning, printing and emailing additional

 Documentation to Clients

 Processing Client Policies

 Debt dates of clients payments

 Health Online Applications

 Servicing Clients’ Portfolios

 Vitality online assessments

 Creditors & Debtors

 Financial Reports

 Appointments

 Medicals (Underwriting)

 Policy issue to Clients

 Car Insure (Online app)

 Medical Aid Schemes

 Investments