Experience

AVBOB South Africa

• South Africa
• Financial Services
• 700 & Above Employee

• Senior Clerk: Alternative Distribution Admin

  • Mar 2022 - Present



Assupol Life

• Insurance
• 700 & Above Employee

• Senior Clerk Field and Broker Support

  • Jul 2018 - Feb 2022

  • Provide administrative support to the brokers and representatives• Handling telephone enquiries from brokers and reps• Prepare quotations for brokers and reps in the sales managers absence• Verifying the authenticity of policy applications from brokers only• Distribute correspondence to brokers and reps• Distribute and handle enquiries regarding commission statements• Sending commission statements• Administrate new business• Collate new business and distribute to various data capturers• Distribute queries to various sales managers or brokers and reps in their absence• Sign and distribute policy application in absence of sales managers• Provide general administration• Keep record and escalate representatives and brokers client services queries• Assist Sales Managers with general admin duties• Assist Sales Managers with quarterly meetings• Compiling of weekly car and office marketer roster• Compiling weekly car usage stats and submitting to head office• Distribution of internal mail• Daily production stats updates• Assisting with general admin duties• Ordering of application forms, brochures, and promotional items• Assisting with data capturing

• Data Capturer

  • Sep 2017 - Jun 2018

  • Process and administrate application• Check and validate application forms for quality control• Follow the capturing procedure• Second validation of declaration of health, pay-slips and relevant medical documents must be forwarded to Underwriting department timeously• Send incomplete applications back to Office Manager• Process application form on system• Liaise with New Business department on outstanding and provide feedback to the Office Manager• Email scanned successful application forms to New Business department• Capture a minimum of 60 policies per day• Send the original application form for tick off process• Documentation and filling procedure• Keep record systems up to date



Riskslip Underwriting Managers

• Payments Administrator

  • May 2017 - Aug 2017

  • Process payments • Confirmation of invoices • Requesting outstanding invoices • Process payments • Confirmation of invoices • Requesting outstanding invoices



Assupol Life

• Insurance
• 700 & Above Employee

• Client Service Administrator

  • Jul 2016 - Dec 2016



African Bank

• South Africa
• Banking
• 700 & Above Employee

• Sales Consultant

  • Apr 2016 - Jun 2016



FNB Lifestyle Financial Services

• Sales And Service Consultant

  • Apr 2014 - Oct 2014