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Phoenix
Celestra Michael

Celestra Michael

Personal Assistant, Administrator, Client Liaison

Insurance

Phoenix, eThekwini Metropolitan Municipality

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About Celestra Michael:

I have 15 years of experience in the long term insurance industry as a personal assistant/administrator and client liaison. My duties include:

Completion of policy applications 

Arranging appointments for clients to have medicals done and submission of underwriting.

Servicing changes to existing policies, including withdrawals and retirement options.

Liaising with insurance companies on client's behalf.

Claims - risk, pension and investments

Working on online systems to make policy changes, online instructions and generating quotes/investment proposals.

Portfolio switches, Regulation 28 compliance

Online investment capturing, including fund comparisons.

Section 14 transfers, Directive 135

FICA compliance. Reviews

Working on CRM programmes, generating financial needs analysis including Astute downloads.

Experience

I have 15 years of experience in the long term insurance industry as a personal assistant/administrator and client liaison. My duties include:

Completion of policy applications 

Arranging appointments for clients to have medicals done and submission of underwriting.

Servicing changes to existing policies, including withdrawals and retirement options.

Liaising with insurance companies on client's behalf.

Claims - risk, pension and investments

Working on online systems to make policy changes, online instructions and generating quotes/investment proposals.

Portfolio switches, Regulation 28 compliance

Online investment capturing, including fund comparisons.

Section 14 transfers, Directive 135

FICA compliance. Reviews

Working on CRM programmes, generating financial needs analysis including Astute downloads.

Education

Matric exemption with Merit

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