Anika Gaven
Personal Assistant - Admin
Talent
Durbanville, City of Cape TownMember since June 10, 2024
·
Hire this person
Send a job offer directly to this candidate
About
I am a 24 year old individual who matriculated in 2017. I have 5 years' experience as a personal assistant to a financial adviser. I thrive under pressure and always carry my client's interest at heart making sure that they are satisfied.
I also believe that communication is key. I have experience in Microsoft office, Word, TEAMS, Excel, Ominsure, SanPort as well as Xplan. I was in control of all the practice admin for ex. Filing, capturing client data, communicating with clients via email and phone calls,creating quotes and issue them, amend policies and client profile as needed.
Experience
Generating insurance quotes
Issuing insurance quotes
Capturing client information
Communicating with clients
General practice admin
Update client portfolios
Registering and handling claims
Familiar with SanPort
OMINSURE
Xplan
Astute
Adobe acrobat
Outlook
Teams
Education
Matric certificate Vredenburg Highschool
Experience gained throughout the years - I was working at Old Mutual
