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Carol Ann Bates profile image

Carol Ann Bates

Financial Administrative Assistant at Guardrisk
Intro Book
Seasoned insurance professional with 33 years of experience in financial administration and public relations.
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Location
City of Johannesburg, Gauteng, South Africa, ZA
Languages
  • English Professional working proficiency
  • Afrikaans Limited working proficiency
  • Southern Sotho Elementary proficiency
  • Zulu Elementary proficiency
  • German Elementary proficiency
Skills
  • Microsoft Excel
  • Microsoft Office
  • Customer Service
  • Insurance
  • Microsoft Word
  • Show all
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Bio

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Carol Ann Bates is a seasoned insurance professional with 33 years of experience in financial administration, knowledge management, and public relations. She has a strong background in Microsoft Office, customer service, and strategic planning. Carol Ann has worked at Guardrisk Insurance Company Limited for 33 years, holding various positions including Financial Administrative Assistant, Knowledge Management, and Personal Assistant. She has also worked at Paul Maree Communications, handling telephone calls, liaising with clients, and providing general administration support.

Experience

  • Guardrisk
    • South Africa
    • Financial Services
    • 300 - 400 Employee
    • Financial Administrative Assistant
      • Dec 2006 - Present

      In charge of all client related and financial functions and processing all information on our CIMS database.Renewing of underwriting years on our CIMS system on our database.Opening new risks on our CIMS database.Opening of new clients on the CIMS system.General upkeep and all updates on the CIMS database.

    • Knowledge Management
      • Jan 2002 - Nov 2006

      In control of all knowledge related aspects at Guardrisk Insurance Company Limited.Ordering books & periodicals applicable to our business.Ad hoc research on particular subjects relevant to our business.Sharing knowledge with my colleagues on industry related matters.

    • Personal Assistant
      • Jan 1991 - Dec 2001

  • Paul Maree Communications
    • Braamfontein, RSA
    • Public Relations
      • Jan 1989 - Dec 1990
      • Braamfontein, RSA

      Handling of all telephone calls and queries.Liaising with clients, newspapers and advertising companies.General admin and filing.Personal Assistant to the MD.Handling of MD's diary, scheduling meetings.Typing of correspondence, minutes of meetings, reports etc.Planning of events and functions.

Education

  • 1988 - 1989
    Birnam Business College
    Diploma in Public Relations, Public Relations and Journalism (1 Year)
  • 1983 - 1987
    Roosevelt High School
    High School, Matric

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Industry Focus. “Financial Services”

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