Summary
Overview
Work History
Education
Skills
Special Awards
References
Cxc Gce Passes - Subjects
Industry Courses
Affiliations
Timeline
Generic

GENIEVE COLE

Portmore,Jamaica

Summary

Dynamic Executive Assistant with a proven track record at Guardian Life Limited, excelling in leadership and communication. Adept at enhancing operational efficiency through meticulous organization and proactive problem-solving. Recognized for streamlining administrative processes and fostering strong client relationships, ensuring seamless support for the Vice President of Individual Life Operations.

Overview

29
29
years of professional experience

Work History

Executive Assistant – Individual Life Operations

Guardian Life Limited
11.2020 - Current
  • Perform secretarial and administrative duties for the Vice President, Individual Life Operations Division and provide administrative and logistic support to the division.
  • Assist with processing requests and completing assignments within the division, as required.
  • Reserve meeting rooms and order refreshments, as necessary, for meetings held by the Vice President and record meeting minutes/notes, as required.
  • Respond to queries received including those from Brokerage Houses.
  • Maintain electronic appointment diary for Vice President and handle any incoming and outgoing mail.
  • Establish and maintain a proper, up-to-date filing system.
  • Order stationery required for the functions performed.
  • Prepare shortage files and submit shortage emails to branches and brokerages.
  • Provide information re shortages to the Customer Service department, agents or vice presidents.
  • Prepare letters for life conversions of term policies on approval by the divisional vice president and submit copies from clients approving conversion for shortages to the Alterations unit.
  • Dispatch text messages daily, notifying clients, suppliers and providers of payments to their accounts as well as any specially required text messages.
  • Generate and dispatch any specially required letters; conduct analyses, as requested, and provide the relevant data.
  • Log and submit returned mails to the Records Management department.
  • Update the Ingenium system with data on bad addresses.
  • Perform changes to client scripts on the Documanage system.
  • Compile the Online Application System (OAS) report monthly and assist with the compilation of monthly/quarterly/annual divisional reports monthly.
  • Enter invoices in the designated Accounts Payable system to ensure the necessary deductions of the correct withholding tax, as required.
  • Co-ordinate the registration of administrative staff with the Financial Services Commission (FSC).
  • Perform any other duties assigned.

Insurance Advisor

Guardian Life Limited/Trafalgar Branch
06.2019 - 11.2020
  • Provide advice for the needs of client regarding life, critical illness, health and accident insurance.
  • Provide solutions regarding pensions and annuities.
  • Provide advice on short term and long term savings.
  • Provide keyman insurance, business continuance insurance.

Administrative Assistant

Guardian Life Limited/Trafalgar Branch
02.2015 - 02.2019
  • Performing administrative and clerical duties for Trafalgar Branch.
  • Scheduling and preparation of meeting rooms and Minutes for Branch meetings.
  • Maintaining of the branch’s filing and accountability systems.
  • Preparing of monthly reports required by the head office.
  • Ordering and maintaining of stationery and stock items for the Branch.
  • Scheduling of interviews, preparation of documents and training materials for new salesmen/women.
  • Processing of incoming and approval of non-medical Insurance Applications for external customers and daily updates of clients information into the database.

Personal Assistant/ Receptionist/ Customer Service Representative

Guardian Life Limited
Kingston , Jamaica
01.2012 - 01.2015
  • All customer service related queries for internal or external clients.
  • Processing of non-medical insurance plans for internal and external clients.
  • Checking and dispatching of Policy Contracts.
  • Preparing of a monthly customer report.
  • Scheduling of appointments.

Customer Service Agent/Receptionist

FI Holding Ltd
01.2007 - 01.2009
  • Opening of new accounts for local and overseas clients.
  • Dispatching of updates to clients.
  • Performing Secretarial and administrative functions.

Branch Administrative Assistant

Guardian Life Limited
11.1999 - 09.2007
  • Scheduling and preparation of meeting rooms and Minutes for Branch meetings.
  • Processing of incoming and approval of non-medical insurance applications for external customers.
  • Scheduling for interviews, preparation of documents and training materials for new salesmen/women.
  • Performing Secretarial and administrative functions.
  • Monitoring of payments to agents for incentives won.
  • All other duties required.

Debt Collector

Karl Aird & Associates
01.1997 - 01.1999
  • Daily interaction with customers with outstanding credit card debts.

Secretary / Receptionist

National Engineering & Construction Ltd
01.1996 - 01.1997
  • Performing Secretarial and administrative functions.
  • Typing and filing of correspondence.
  • Preparation of the payroll for workmen.

Education

Bsc - Business Administration

University College of the Caribbean (UCC)
04.2025

Skills

  • Leadership
  • Adaptability
  • Communication
  • Interpersonal Skills
  • Detail-Oriented
  • Teamwork

Special Awards

  • Employee of the Quarter (Company)
  • Employee of the Year (Branch)
  • Employee of the quarter – recognition (twice)
  • People’s choice recognition

References

Available upon request

Cxc Gce Passes - Subjects

A, II, II, C

Industry Courses

  • LOMA PARTS 1 & 2
  • Ordinary Long Term (OLT) & Equity
  • Company Related Short courses in Customer Service

Affiliations

  • Member of the Childcare Ministry - Portmore Holiness Church
  • Employee of the year Branch - 2 Nominations

Timeline

Executive Assistant – Individual Life Operations

Guardian Life Limited
11.2020 - Current

Insurance Advisor

Guardian Life Limited/Trafalgar Branch
06.2019 - 11.2020

Administrative Assistant

Guardian Life Limited/Trafalgar Branch
02.2015 - 02.2019

Personal Assistant/ Receptionist/ Customer Service Representative

Guardian Life Limited
01.2012 - 01.2015

Customer Service Agent/Receptionist

FI Holding Ltd
01.2007 - 01.2009

Branch Administrative Assistant

Guardian Life Limited
11.1999 - 09.2007

Debt Collector

Karl Aird & Associates
01.1997 - 01.1999

Secretary / Receptionist

National Engineering & Construction Ltd
01.1996 - 01.1997

Bsc - Business Administration

University College of the Caribbean (UCC)

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