Heydenrych - Financial Advisor - Port Elizabeth, EC, South Africa

Linda Heydenrych

Port Elizabeth, EC, South Africa

Services

Financial Advisor

Summary:

Financial Advisor in Short Term Insurance - Personal Policies

Work History

Financial Adviser Short Term Insurance

From January 2013

Day)
Responsibilities: General office and administration duties
Filing: office documentation, policies, schedule, quotations, renewals
Amendments: renewals, quotations, new policies, policy cancellations
Quotations: requests from policyholders
Follow-up: unpaid premiums, queries, renewals, amendments, quotes
Claims: assist admin office and policyholders with claims
Insurance Co.: Santam, Mutual & Federal, Auto & General (Domestic only)
Reason(s) for wanting to leave: Not financially viable.
I want to get involved with a company that has growth and opportunities in the insurance
sector and therefore gain more intensive experience. I also intend to complete all compulsory
qualifications and continue with higher qualifications. I am willing to relocate.

Administration/Secretary/Clerk in Short Term Insurance

Graaff

-Reinet Branch, Eastern Cape)
WORK (Authorized Financial Service Provider - FSB Licence No. 17261)
EXPERIENCE Position: Administration/Secretary/Clerk in Short Term Insurance

Domestic

January 2008 - February 2013

Commercial/Agri/Wild Life/Transport/Aviation/Marine)
Responsibilities: General office and administration duties
Filing: office documentation, policies, schedule, quotations, renewals
Amendments: requests from broker or policyholders, renewals,
quotations, new policies, policy cancellations
Quotations: requests from broker or policyholders
Follow-up: unpaid premiums, queries, renewals, amendments, quotes
Claims: new claims, follow-up of current claims
Insurance Co.: Santam, Zurich, Etana, Renasa, Mutual & Federal, BnB Sure, CEU, CTU
Smit Garrun, Thatch, Regent Aircraft, Azriel Aero Aviation
Reason(s) for wanting to leave:
I want to get involved with a company that has more growth and opportunities in the insurance sector and therefore gain more intensive experience. I am willing to relocate.

Secretary / Bookkeeper

Trading as JJG Blignaut

January 2007 - November 2008

Position: General office and administration duties
Customer service, Ordering of Stock, Sales, Internet Banking
Day-end cash-up and administration, Annual stock-taking
Month-end (debtors and creditors) and Year-end administration
Capturing and updating stock and accounts into the IQ Computer System
Reason(s) for leaving: Complicated family relations.



4
Date: 01/09/2013 38 Cradock Street

IT Instructor

AB-IT SOLUTIONS

February 2004 - December 2006

Responsibilities: General office and administration duties.
Secondary Training for High School:
MS Windows XP, Ms Office 2002/2003, Internet and E-mail
Tertiary Training:MS Windows 98/2000/XP, MS Office 2002/2003
Data Capturing:
Capturing data to SIMS (Schools Information Management System)
Capturing data to the Active Server Directory (MS Windows Server 2003)
Reason(s) for leaving: Wanted to get involved in the family business.

IT Tutor

CREATIVE MINDS

January 2002 - December 2003

Responsibilities: General office and administration duties.

Cell

893 5570 Graaff-Reinet
E-mail: linheyden@gmail.com 6280

Qualifications & Certifications

Project Management

Stellenbosch University

Insurance Workshop

Brian Domoney ACII of ITS Insurance Technical School

ITS INSURANCE TECHNICAL SCHOOL

Design Methodology and Technology

NEW HORIZONS COMPUTER LEARNING CENTRE

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Linda Heydenrych provides the following services:


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