Annelize H.
Senior Office Manager
Open to offersNew to PlatformAbout
Annelize H. is an experienced Office Manager with over 15 years in administration, reception, and client support spanning the finance, insurance, and public service sectors. At Indigo Brokers, she oversees daily office operations, ensuring efficiency and rigorous compliance with FSCA regulations, including tasks like client file updates, data capturing, CRM record management, and preparation of policy and claims documentation. In addition to processing financial data such as commission tracking and invoicing, Annelize coordinates schedules and provides administrative support to brokers and financial advisors. Her earlier roles include managing front-office procedures in medical practices—handling appointment scheduling, patient records, insurance documentation, and maintaining compliance and confidentiality—and supporting marketing and administration at Discovery Financial Services. She holds a completed NQF5 and is pursuing the RE5 designation.
Experience
Office Manager
Indigo Brokers · 2022 — PresentSupervise daily office operations, ensuring compliance with industry standards and operational efficiency. Administer tasks such as updating client files, capturing data, managing email correspondence, and organizing physical and digital filing. Facilitate schedules and provide support to brokers and financial advisors. Serve as the initial contact for clients by addressing inquiries, arranging appointments, and following up on necessary documentation. Process documentation related to new business applications, policy changes, cancellations, and claims. Uphold compliance with FSCA regulations, assisting in CPD tracking and maintaining Fit & Proper records. Organize office supplies and coordinate with service providers to maintain a professional environment. Arrange meetings, compile reports, and extend operational support to management while ensuring confidentiality of client records in CRM systems.Medical
Tessa Loftus & Stefan de Villiers · 2013 — 2022Directed front-office operations by greeting patients and handling phone inquiries. Managed appointment scheduling and maintained the calendar for healthcare professionals. Preserved accurate patient records while discreetly managing confidential information. Streamlined communication among patients, medical staff, and external entities. Efficiently processed billing, payments, and insurance paperwork. Maintained an organized and welcoming reception area. Assisted with diverse administrative tasks, including filing, data entry, and inventory oversight. Supported the medical staff through various clerical duties to optimize clinic operations.Administration & Marketing Assistant
Discovery Financial Services · 2012 — 2013Delivered administrative assistance by managing correspondence, performing data entry, and organizing files. Contributed to the planning and implementation of marketing campaigns and promotional activities. Ensured effective communication between marketing teams and clients to facilitate project progress. Updated marketing materials and maintained both digital and physical content as necessary. Aided in event coordination and outreach initiatives while managing general office responsibilities to enhance daily operations and efficiency.
Skills & Expertise
Education
- RE5Moonstone · — — 2025
- NQF5Inseta
- MatricWeltevrede Secondary School
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