Insurance Advisor / Office Manager
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Highly organized and detail-oriented Administrative Assistant with over 10 years of experience supporting executives, managing office operations, coordinating travel, handling financial administration, and delivering exceptional client service across insurance, finance, and corporate environments. Experienced in SAP systems, scheduling, document control, executive support, and customer relationship management. Strong background in auto, fleet, and commercial insurance advising with excellent communication and multitasking abilities in fast-paced environments.
Insurance Advisor - Western Financial Group - British Columbia, Canada (2025- current) - Provide professional insurance advice and policy solutions for auto, fleet, and commercial clients - Assist customers with policy renewals, changes, claims inquiries, and coverage recommendations - Build and maintain strong client relationships through excellent customer service and communication - Process insurance documentation accurately while ensuring compliance with company and industry standards - Support clients in identifying suitable coverage options based on individual and business needs - Maintain accurate records and manage multiple client accounts in a fast-paced environment Office Manager - STREIT Group (2023-11 - 2025-03) - Managed day-to-day office operations and administrative functions across multiple international branches - Coordinated meetings, executive schedules, travel arrangements, visas, and accommodations - Provided executive support to Chairman, Deputy Chairman, CEO, CFO, and CSO - Assisted with supplier reconciliations, accounts support, SAP processing, and document control - Oversaw office supply procurement and maintained organized workplace operations - Managed staff attendance records, office maintenance coordination, and administrative reporting Private Client Advisor - Paragon Properties RAK (2023-03 - 2023-10) - Assisted clients with financial and property investment decisions - Managed client communications, scheduling, contracts, and documentation - Conducted market research and coordinated property transactions - Built strong client relationships while delivering professional customer service - Maintained organized records and supported administrative processes Listing Specialist - Hunt & Harris Real Estate (2022-01 - 2023-12) - Coordinated property listings, client appointments, and administrative documentation - Prepared reports, presentations, and market analysis for clients - Assisted with contracts, communications, and transaction support - Maintained databases and managed client records accurately Senior Portfolio Manager - Old Mutual South Africa (2017-01 - 2022-12) - Managed broker and intermediary relationships within financial services and insurance portfolios - Conducted portfolio analysis, reporting, and client service support - Assisted with operational procedures, compliance, and administrative processes - Delivered training support and coordinated business development initiatives Technical Underwriter - CIB Insurance Administrators (2015-01 - 2017-12) - Processed underwriting referrals and managed high-risk insurance assessments - Coordinated meetings, reports, product training, and internal documentation - Assisted with policy administration, reporting, and broker support services - Maintained accurate records and ensured compliance with operational procedures Banking Broker Assistant - Absa Group (2012-01 - 2015-12) - Handled customer inquiries, insurance administration, and claims support - Assisted with financial reporting, reconciliations, spreadsheets, and policy documentation - Provided administrative support within a fast-paced banking and insurance environment - Managed data entry, communications, and customer service tasks
Financial Advisory & Intermediary Services (FAIS) Credits - Insurance and Financial Services - Moonstone Business School of Excellence
Insurance - South African Qualifications Authority (SAQA)
Fundamentals of Insurance license Level 1 - Insurance - BC Insurance Council