Maryke Mare

I am a hard worker with a
dedicated mindset. I flourish in any
environment whether it is as a
team or as an individual. I am detail
orientated and I can stick to
deadlines. I am a neat person with
strong principles and values.

 Unpaid Premium Notifications
 Appointment Preparation

 Statements and any other form a broker would
require.
 Policy Services
- Debit Orders
- Withdrawals
- Fund Switches
- Income Revisions
- Astutes
- Client enquiries
- Claims (Death and Sickness)
- Cession Cancellations
- Updating of beneficiaries and nominees on
policies
 Switchboard support forreception
 Reception dutiesifshe is on leave /sick
 Capturing and updating client information on the
system
 Training of new employees in the Long term insurance
department, as well as CRM training for various
departments and branches.
 Drafting of Wills
 Assisting in Estate administration
 Training to all new employees on the system
 Netcash / Sage Debit Orders
 Printers: Ordered toner and arranged repairs if
necessary
 Arranged email addresses and profiles for all new
employees
 Deactivating of all employees profiles when they resign
 Assisted with computerrelated problems
 Arranged courierservicesif necessary
 Maintained company library forthe following
departments
- Short-term
- Medical Aid
 Special Trusts Income Tax Registrations
 Assisting with tax services

Matriculated in 2011 from PHS

Completed my NQF 5 in Financial Planning