Meredale , South Africa
Phone: xxx-xxx-xxxx
Email: xxx@xxxx.xxx
Looking For: Miss,
Occupation: Business and Finance
Degree: High School Or Below
Career Level: Experienced
Languages: english,afrikaans
Highlights:I successfully organized and coordinated a community outreach event that increased local awareness of insurance products, resulting in a 15% increase in client inquiries for the agency. This experience enhanced my project management skills and demonstrated my ability to engage with clients effectively.
Skills:
Goal:To secure a position as an where I can leverage my strong organizational and communication skills to provide exceptional administrative support. I aim to contribute to client satisfaction and retention while gaining valuable experience in the insurance industry to further my career in insurance and business management.
Certification:Certifications: FAIS Certificate: The Financial Advisory and Intermediary Services (FAIS) Act FAIS Credits: 125 credits earned towards compliance and professional development.
Executive Assistant 07/2024 - current
Mwanza Risk Solution, Johanessburg, Gauteng South Africa
Industry: Insurance
My job is to provide comprehensive administrative support to executives in the insurance sector. This role involves managing schedules, handling client communications, and assisting in the preparation of insurance documents and reports.
Key Responsibilities:
Administrative Support:
Manage executives’ calendars, scheduling meetings and appointments.
Prepare and organize documents, reports, and presentations for meetings.
Client Communication:
Serve as a point of contact for clients, responding to inquiries and providing information.
Assist in managing client accounts, maintaining client files, and ensuring excellent customer service.
Sales Support:
Assist in identifying potential clients and opportunities for new business.
Support the sales process by preparing proposals and marketing materials.
Track leads and follow up with prospects to convert inquiries into sales.
Client Retention:
Develop and maintain strong relationships with existing clients to ensure satisfaction and loyalty.
Monitor client accounts and proactively address any issues to enhance retention.
Collaborate with the team to create retention strategies and campaigns.
Document Management:
Prepare, review, and process insurance documents, including policies, endorsements, and claims.
Maintain accurate records and filing systems for easy retrieval of information.
Research and Reporting:
Conduct research on insurance products and market trends.
Compile data and prepare reports for management review.
Team Collaboration:
Coordinate with other departments to ensure seamless service delivery.
Assist in training and onboarding new team members as needed.--
Ennerdale Secondary School 01/1990 - 01/1994
Johannesburg, Gauteng, South Africa
Degree: High School Or Below
Major:Finance
Communication: Strong verbal and written communication skills, able to interact effectively with clients and team members.
Organization: Skilled in managing schedules, prioritizing tasks, and maintaining accurate records.
Teamwork: Collaborative team player with a positive attitude, ready to support colleagues and contribute to a productive work environment.
Tech Savvy: Proficient in Microsoft Office Suite and capable of quickly learning new software tools.
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Nicolette Mostert