Yolanda Weiss

I am a highly productive and motivated individual with a strong work ethic and a commitment to excellence. I am reliable, loyal, and hardworking, with excellent organizational skills and a professional approach to administration, reception, and office support duties. I take pride in maintaining accuracy, managing tasks efficiently, and creating a well-structured and welcoming work environment.

I have a clean record, have never been convicted of any crime (active or closed), and have never been blacklisted. I am fully mobile, with my own vehicle and a valid driver's license, allowing me to be flexible and dependable. I am confident in handling administrative tasks, coordinating schedules, supporting team operations, and providing excellent client-facing service.

I am eager to contribute positively, grow within the role, and add value to your organization.

Renewals Department at KPC Brokers (2024-09 – Present)

• Manage and oversee the Renewals Department for both personal, commercial and liability short-term insurance portfolios
• Conduct detailed comparisons of premiums and policy terms against prior-year figures to ensure competitive and accurate renewals
• Interpret and analyse policy wordings to ensure full understanding of coverage, exclusions, and conditions
• Successfully completed Santam Commercial Insurance examinations, Personal Lines certification in progress
• Monitor annual premium payments, ensuring timely collection and proactively following up on outstanding accounts
• Provide support to the underwriting team, assisting with risk assessment and policy administration
• Handle renewals of liability policies, including: Medical Malpractice, Contractors All Risk, Professional Indemnity, Public Liability
• Maintain accurate data capturing and record-keeping across all relevant systems
• Ensure compliance with regulatory requirements, including POPIA

Personal Assistant & Practice Admin Liaison at Old Mutual (2021-09 – 2026-04)

Administrative & Practice Operations

• Managed high-volume administrative operations for a portfolio of over 800 clients, ensuring data accuracy, integrity, and consistently up-to-date records
• Coordinated the end-to-end completion of complex financial services documentation, maintaining full compliance with Old Mutual internal standards and regulatory requirements
• Served as a key liaison between financial advisors and facilitating efficient communication and resolution of queries to streamline operational workflows
• Oversaw payment processes, monitoring client payouts to ensure accuracy and timely disbursement in line with service expectations
• Provided dedicated executive support to two Financial Advisors, managing schedules, prioritizing tasks, and preparing client documentation to enhance productivity
• Acted as the primary point of contact for clients, professionally handling inquiries and providing timely updates, contributing to strong client relationships and high satisfaction levels

Diploma in Professional Secretary – Damelin Correspondence - The Career Development College (2023-01)

NQF Level 6 Diploma in Professional Secretary

Matric (2017)