Bernette Wesner

Experience

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  Old Mutual South Africa

  Jan 1995 - Jan 1999

  Personal Assistant

  • Support and administration of office • Processing new business, renewals, repurchases, additional investments, beneficiary changes, etc. • Diary management and setting up appointments • Ensure Adviser has relevant information and supporting documents before meeting with clients • Managing compliance for the Adviser (ensure compliance with all regulations and requirements) Skills:Relationship Building & Communication skillsAdministration and Support skillsTechnical skills Show less

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  Status Insurance Brokers

  Jan 1999 - Jan 2004

  Adviser Support / Administrator & Domestic and Commercial Insurance Underwriter and Claims Handler

  • Domestic Short Term Insurance underwriting• Domestic Claims and Client Liaison• Development of customer relationship management programme and data base• Assistance to financial planners with regards to client life and wealth portfoliosMain accomplishment:1994, development of customer relationship management programme and data base for newly established broker house, presently still being used.Skills:Relationship Building & Communication skillsAdministration and Support skillsPlanning and Organising skillsTechnical skills Show less

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  Nissi Associates

  Jan 2004 - Jan 2012

  Adviser Support / Administrator & Domestic & Commercial Insurance Uderwriter and Claims Handler

  • Office Manager • Para-planning in field of risk, wealth, disability, income protection, business assurance (for Senior Adviser) • Support and administration of office • Processing new business, renewals, repurchases, beneficiary changes, etc. • Diary management and setting up appointments • Ensure Adviser has relevant information and supporting documents before meeting with clients • Managing compliance for the Adviser (ensure compliance with all regulations and requirements) • Short term Insurance Underwriter and Claims Administrator• Client liaison and communicationMain accomplishments:2004, part of establishment team starting new broker's firm2010, IISA Award for achievement in the Commercial Insurance domainWas identified early on in career for planning, organizing and analysing skills and given opportunity to migrate into performing more responsible tasks as para-plannerSkills:Financial Planning skillsRelationship Building & Communication skillsAdministration and Support skillsPlanning, Organising and Analysis skillsTechnical skills Show less

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  Hibiscus Financial & Insurance Brokers

  Jan 2012 - Oct 2019

  Medical Aid Specialist and Financial Adviser Support /Administrator

  • Liaison, coordination and organizational tasks in support of Broker• Marketing and sales of 4 different medical aid schemes to clients• Market GAP cover for Medical Aid shortfall• Intermediary service between client and medical insurer • Process medical claims on behalf of clients • Duties include compliance with Financial Advisory and Intermediary Services Act of South Africa (FAIS Act) and a complete all relevant documents• Para-planning in assistance of Senior Financial Adviser: - Wealth planning - Income planning - Retirement planning - Risk planning - Estate planning• Analysing data and preparation of strategies for client portfolios (for Adviser) • Support and administration for Senior Financial Adviser • Processing of new business, renewals, withdrawals, beneficiary changes, etc • Diary management and setting up appointments • Ensure Adviser has all relevant information and supporting documents before meeting with clients • Client liaison and communicationMain Accomplishment:2012, approached by Employer to head up the Medical Aid division of the company2016, introducing new product in Health Care Insurance (Gap Cover) and built up a client book of 200+Skills:Financial Planning & Advisory skills Sales, Relationship Building & Communication skills Administration and Support skillsPlanning, Organising and Analysis skillsTechnical skills Show less

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  Raymond Wesner Financial Architects

  Nov 2019 - now

  Practice Manager, Para-planner and Administrator