New BusinessQuotesDiscuss non-compliance with consultants/admin staff to ensure correct before loading new businessDiscuss underwriting with consultants and liaise with doctors on PMA’s and various questionnaires to be completeArrange nurse booking/dr’s appointments for clientsEnsure all business is accepted for close-offInvestments, ROT’sServicingLoad of servicing via BP online and follow up to ensure servicing is acceptedEnsure documents are compliant before loadingTrain/assist new administrators on various documents for servicing casesPrepare all standard documentation for any surrenders or cancellations for other insurance companies, follow upsPrepare documentation on disability/death claims and liaise with various partiesCredit controlLiaise with all clients on unpaid debit orders; ensure premiums are paid before lapse runCorporate fundsService corporate funds/assist member of fund with various queriesLiaise with corporate scheme administrator re: changes and updatesRenewal of fundsAssist with underwritingOtherDaily worksheet updated for all brokersWeekly reports to Brokers

Administrator (Broker – Liberty Life)First contact with client via P.A.L.M.S System.Short NA, Followed by quote (via Blueprint)Follow up on quotes, and booking telephonic appointment with Broker, conference call to obtain information for ROACompare final pack (Electronic Proposal, Disclosure, Client declaration, quote & ROA) for signature.Uploaded of EP’s once compliant pack have been received by client.Follow up with nurse booking, PMA’s, BIG T, to ensure cases are accepted for close offLoad of servicing via BP online and follow up to ensure servicing is acceptedEnsure documents are compliant before loadingEnsure all client files are compliant and in order.Obtain policy information/Corporate benefits from various companies (Astute)Liaise with all clients on unpaid debit orders; ensure premiums are paid before lapse run

• Follow up with various attorneys in order to get business registered• Ensure bond grant is completed in time• Advertising material• New Agents - paperwork• Caxton ads (Newspapers)• Private Property updates• Liaise with Head Office• Closing of month end on MYKW• Letter to buyers/sellers/attorneys• Daily/weekly feedback to management• Minutes of meetings• Romars – activity of 17 agents• Assist agents with the following systems o Light stoneo Search workso Law Datao MY KW online system

Day to day running of officeEnsure all figures are updated on weekly basisLiaising with various suppliersStock controlSalary revision and incentivesDisciplinary ActionEnsure filing system is utilized correctly by administration staffBody Corp: Ensure all maintenance issues is completedPetty CashAssistant to 29 Consultants/Managing DirectorClient consent/Policy informationObtain policy information/Corporate benefits from various companies (Astute)New BusinessEnsure all client files are compliant and in orderDiscuss non-compliance with consultants/admin staff to ensure correct before lading new businessMonitor New Business loaded and liaise with underwritersDiscuss underwriting with consultants and liaise with doctors on PMA’s and various questionnaires to be completedArrange nurse booking/dr’s appointments for clientsEnsure all business is accepted for close-offInvestments, ROT’sServicingLoad of servicing via BP online and follow up to ensure servicing is acceptedEnsure documents are compliant before loadingTrain/assist new consultants on various documents for servicing casesPrepare all standard documentation for any surrenders or cancellations for other insurance companies, follow upsPrepare documentation on disability/death claims and liaise with various partiesCredit controlLiaise with all clients on unpaid debit orders; ensure premiums are paid before lapse runEnsure weekly spreadsheet is updated and handed to managementCorporate fundsService corporate funds/assist member of fund with various queriesLiaise with corporate scheme administrator re: changes and updatesRenewal of fundsAssist with underwritingCompliance officer (all consultants and assistants)Audit of all new business as well as any servicing done for clients as per FAIS/FICA lawEnsure all scanning is completed to the vault before close offAssisting/training to all PA’s/consultants with compliance rulesEnsure all online audits called are completed before close off

Personal Assistant to two directorsDay to day running of officeLiaising with carious suppliersStock controlEnsure filing system is utilized correctly by administration staffLiaising with 2 tenants as well as ensuring any maintenance issues is taken care offPetty Cash Support and assist two directors with clients as below:Client consent/Policy informationObtain policy information/Corporate benefits from various companies (Astute)New BusinessEnsure all client files are compliant and in orderDiscuss non-compliance with consultants/admin staff to ensure correct before lading new businessMonitor New Business loaded and liaise with underwritersDiscuss underwriting with consultants and liaise with doctors on PMA’s and various questionnaires to be completedArrange nurse booking/dr’s appointments for clientsEnsure all business is accepted for close-offServicingLoad of servicing via BP online and follow up to ensure servicing is acceptedEnsure documents are compliant before loadingTrain/assist new consultants on various documents for servicing casesPrepare all standard documentation for any surrenders or cancellations for other insurance companies, follow upsPrepare documentation on disability/death claims and liaise with various partiesCredit controlLiaise with all clients on unpaid debit orders; ensure premiums are paid before lapse runEnsure weekly spreadsheet is updated and handed to managementCorporate fundsService corporate funds/assist member of fund with various queriesLiaise with corporate scheme administrator re: changes and updatesRenewal of fundsAssist with underwritingCompliance officer (all consultants and assistants)Audit of all new business as well as any servicing done for clients as per FAIS/FICA lawEnsure all scanning is completed to the vault before close offAssisting/training to all PA’s/consultants with compliance rulesEnsure all online audits called are completed before close off

1999-2000 Western Cape – Office Administrator•Office Administrator and customer liaison•All reception duties•Kept responsibility of Communications Controller in Gauteng1996-2000 JHB Communications Controller and Debtors Clerk•Managing debtors book of approx. 110 customers•Telephonic collections•Recons•Opening and reviewing of new accounts•Kept responsibility of communications controller•Managing of Merck Fleet, ensuring new vehicles are purchased as well as assisting with maintenance•Implementation of new system/network•Training staff on new system1992-1996 - JHB Communications Controller•Supervision of mail room (3 staff members)•Relieve of switchboard•Data control and reports•Communications system control•Responsibility of telephone directories•Mobile communications control (pager system)•Stationary control•Fire evacuation procedures

• Service Centre Agent• Customer Centre Assistant• Paging network controller• Managing 3 drivers• Controller in call Centre