My duties consist of:-Telemarketing. Manage the diary. Servicing existing clients. Admin. Prepare new files, ASTUTE downloads, cancellation letters and all correspondences. Follow up on new business. Nurse appointments, cancellation of existing policies, following up on cancellations. Section 14 transfers. Forward new policy schedules to clients. Ensure all compliance is done and records are accurate. Group schemes. Health applications. Meet with clients, assist in completing application forms, submit new business and follow up on status. Ensuring applications are finalised accurately.RA applications. Prepare quote data from clients’ payroll. Submit data for quotation. Meet client to complete Group application and sign quote. Activate individual applications on Groups. Forward payroll changes to Invest department monthly. Then submit billing statement to clients.Group Risk. Prepare quote data from clients’ payroll. Submit to HO for quotation. Meet client to complete Group application and sign quote. Payroll changes are sent directly to HO for amended billing statements. Insure.Marketing:- Obtain clients existing policy schedules to prepare comparison quotes. Explain the product to the client. Assist the client to get the most and the best out of the product. Assist clients with new claims and servicing their policies. Always keep in touch with the client.

Designation: Receptionist – Storeman – Office Administrator Duties: Answering phones and receiving clients machines for repairs. Dispatching Drivers and Technicians – Daily Invoicing, quotes, stock taking, purchasing and checking in new stock and machines. Receiving cash payments. Debtors, creditors, balancing Petty Cash book, bank recon. I did whatever was needed to keep the company functioning. Reason for leaving: Company was bought over by Karcher HO, office staff were all retrenched.