Elisa Almeida Henriques is applying for positions in commercial and personal underwriting, administration, personal assistance, and sales. She has a National Senior Certificate and qualifications in personal and commercial lines from Milpark Business School. Her work experience includes positions as a commercial underwriter at Mont Bland Financial Services, a sales technician and team leader at Insurance Zone Administration Services, and sales roles at I-Store Apple Store and Mokki. She has skills in customer service, sales, administration, and insurance processes. She provides three references from previous employers.

1. CURRICULUM VITAE
Date: 11 September 2016
Position applied for: Commercial & Personal Underwriter, Administration, Personal Assistant, Sales
Designated group: White
Gender: Female
Notice period: Thirty days notice
Cell Number: 078 429 8361
E-Mail address: elisa.ah92@gmail.co.za
Personal Information
SURNAME: Almeida Henriques
FIRST NAMES: Elisa Beatriz Margarida
IDENTITY NUMBER: 920629 0027 089
NATIONALITY: South African

2. Education
SECONDARY EDUCATION
YEAR INSTITUTION QUALIFICATION SUBJECTS
2011 BESA Leadership Academy National Senior Certificate English
Afrikaans
Mathematics Lit
Life Orientation
History
Biology
Art
TERTIARY EDUCATION
YEAR INSTITUTION QUALIFICATION SUBJECTS
2013 Milpark Business School NQF Level 5 Personal Lines
Commercial Lines
Legal Framework
Computer Literacy
 Microsoft Word
 Excel
 Power Point
 Windows 10
 Microsoft Office
 Spreadsheets
 Browser Basics
Career History
CURRENT / MOST RECENT EMPLOYMENT
COMPANY NAME: Mont Bland Financial Services
NATURE OF BUSINESS: Insurance
POSITION HELD: Commercial Underwriter
CURRENT SALARY: R8 088
SALARY EXPECTATION: R15 000
PERIOD EMPLOYMENT: 13th
February 2015 – Current. Full time

3. REASON FOR LEAVING: I reevaluated my career goals and looking for greater opportunities where I can
contribute my skills and grow
ACCOUNTABILITIES:  Amendments
 Cancellations
 Premium breakdowns
 Renewal Comparision
 Booking renewal appointments
 Fleet list
 Quote requests
 Prepping renewals
 Send out request for information, cancellations
and broker appointment
 Customer service
 Loading of new policies
 Insurer Liaison
 Client Liaison
 Scanning
 Insurance Confirmations
 Deal with broker complaints
 Keeping within turnaround times
 Assist with Broker Agreements
 Monitoring and reporting on broker trends
 Having a friendly and engaging personality
 Capture the correct banking details
 Uploading documentation to the Drive
 Benefit comparisons
 Make client aware of the deductions that will be
going off their account as well as the deduction
dates
 Keeping a smart appearance
 Make client’s aware of the deductions that will
be going off their account as well as the
deduction dates
COMPANY NAME: Insurance Zone Administration Services
NATURE OF BUSINESS: Insurance
POSITION HELD: Sales Technician and Team Leader
PERIOD EMPLOYMENT: 17th
April 2013 – Current. Full time
REASON FOR LEAVING: During my time at Insurance Zone I had a great opportunity to learn all I could
within the insurance field and though it was a great learning experience, I was ready

4. to join a company who valued my skills and allowed me to grow further within the
industry.
ACCOUNTABILITIES:  Sales team leader
 Authorization and amendments on quotations
 Design and Preparation of Quotations for Brokers
and Clients
 Assist Underwriters with amendments and loading
of new policies
 Preparation of monthly closing ratio register and
providing feedback to management.
 Policy Amendments
 Insurer Liaison
 Client Liaison
 Checking and monitoring of new business
 Final sign off of new business
 Evaluate the type of business taken on
 Analyse risks
 Assist with Broker Agreements
 Monitoring accuracy of work
 Responsible dealing with customer complaints.
 Helping my team mates
 Training on loading personal and commercial
policies
 Training on our excesses
 Monthly and Annual Sales Reports
 Quoting - managing information received in order
to quote accordingly
 Insurance Confirmations
 Deal with broker complaints
 Keeping within turnaround times
 Assist with Broker Agreements
 Evaluating risks for new business and existing
clients claims history
 Monitoring & reporting on broker trends
 Communicating & Negotiating rates & premiums
with brokers
 Insurance Confirmations
 Requesting surveys and valuation at risk surveys
 Having a friendly and engaging personality
 Maintain and Improve relationships with brokers
 Gross selling of products
 Checking proposal forms are completed correctly
Capture all the relevant details correctly Up
 Capture the correct banking details
 Scanning all new business
 Scanning all quotations
 Uploading documentation to Micro file
 Receptionist
 Make client aware of the deductions that will be

5. going off their account as well as the deduction
dates
 Prepping renewals
 Assisting with renewals
 Keeping a smart appearance
COMPANY NAME: I-Store Apple Store
NATURE OF BUSINESS: Sales Technician
POSITION HELD: Sales
PERIOD EMPLOYMENT: 2012 – April 2013 Part time
REASON FOR LEAVING: I was given the opportunity to work full time and study further and grabbed the
opportunity with both hands.
ACCOUNTABILITIES:  General Sales
 Answering queries from customers.
 Keeping up to date with special promotions and
putting up displays.
 Being responsible for processing cash and card
payments.
 Customers services
 Comfortable working with members of the
public
 Take stock take
 Balance the tills
 Reach targets
 Answering calls
 Invoicing
 Greeting customers who enter the shop.
 Being involved in stock control
 Assisting shoppers to find the goods and
products they are looking for.
 Being responsible for processing cash and card
payments.
 Stocking shelves with merchandise.
 Giving advice and guidance on product selection
to customers.
 Dealing with customer refunds.
 Keeping the store tidy and clean
 Responsible dealing with customer complaints.
 Working within established guidelines,
particularly with brands.
 Attaching price tags to merchandise on the shop

6. floor.
 Look out for shoplifters and fraudulent credit
cards
 Having a confident manner.
 Being helpful and polite.
 Able to work as part of a sales team.
COMPANY NAME: Mokki
NATURE OF BUSINESS: Bed Merchandise
POSITION HELD: Sales
PERIOD EMPLOYMENT: 2011 – 2012 Part time
REASON FOR LEAVING: Needed to find something closer to home.
ACCOUNTABILITIES:  Stock control
 Assisting shoppers to find the goods and
products they are looking for.
 Responsible dealing with customer complaints.
 Responsible dealing with customer complaints.
 Set up displays
 Invoices
 Cash up of the tills
 Closing and opening of store
 Having a friendly and engaging personality
 Reception
 All administrative work related to sales
 Greeting customers who enter the shop.
 Giving advice and guidance on product selection
to customers.
 Comfortable working with members of the
public
Additional Skills
 Meeting all deadlines.
 Excellent communication skills.

7.  Exceptional attention to detail.
 Meeting all deadlines.
 Excellent Listening skills
 Business management skills
 Creative thinking skills
 People management
 Sales ability
 Customer services
 Problem solving skills
 Teamwork skills
 Teaching skills
 Reliability
 Determination
 Ambitious
 Time-keeping
 Honest
 Trustworthy
 Adventurous
Self-Assessment
I am an outgoing individual with great aspirations, determination and dedicated personality that has a lot of
potential of succeeding in all that I do. I am hardworking, willing to learn, respectful individual and commit to
any task that I have been afforded the opportunity to fulfill. I express myself in a clear and precise manner. I
have a proactive and dynamic attitude towards my work. I respect the work place and act with honesty and
integrity at all times. I take care of all materials and equipment made available for me at work. I comply with all
rules and regulations at work. I treat the confidential information that I have access to in agreement with the
rules established by the company. I manage my work time well, complying with established cut off times and
dates. I assume my tasks professionally. I have got practical technical knowledge required and apply them in
an adequate form. I intend to study further to be more efficient at my work. I am a team player and show
respect to others as well as their opinions and pay attention to their issues as well. I am a people’s person and
believe that in order to provide the best possible service; I must understand and be patient while listening
intently to the customers who may be angry, confused or even pleased as “great service beats fast service.” I
also understand that the customer is always right and I must have the utmost respect for them and help where
ever I can. Communication and listening skills are one of my key strengths to delivering high-class customer
service.
References
COMPANY NAME: Insurance Zone Financial Services
REFERENCES NAME: Sandra Serrao

8. REFERENCES DESIGNATION: Sales and new business manager
REFERENCES CELL NUMBER: 084 997 4555/011 601 8843
COMPANY NAME: Insurance Zone Financial Services
REFERENCES NAME: Sholem Hoosen
REFERENCES DESIGNATION: Previous Team leader of sales
REFERENCES CELL NUMBER: 082 422 6423/011 601 8918
COMPANY NAME: I-store
REFERENCES NAME: Thabo
REFERENCES DESIGNATION: Sales Manager
REFERENCES CELL NUMBER: 010 003 2600