Atarana Solomona

• Daily banking and allocation via Eglobal
• General ledger maintenance and journal uploads
• Monitor debtor and creditor aging levels
• Branch level balance sheet and revenue reconciliation
• Revenue journals
• Accounts payable & accounts receivable
• Assist with underwriter queries and manage credit control
• Assist with preparing for month end reporting
• Administration and general office support
• Ad hoc finance projects
• Liaise with brokers, suppliers, underwriters for payment and receipt queries

Working closely with Senior Broker to provide assistance with the following:

• Preparing renewal documentation
• Policies & invoice processing via eglobal
• Admin assistance with client enquiries
• Provide support to clients when the Broker is unavailable
• Report writing and premium calc sheet workings
• Work closely with underwriters to ensure clients needs were met

• In conjunction with Account Manager, ensured that the client’s risk management and insurance broking programmes are administered to ensure the delivery of high quality services

• Preparation of client documentation and ensured 100% accuracy prior to distribution to clients

• Provided support in managing larger clients insurance

• Annual insurance renewal’s preparation

• Ensure all documentation is prepared in accordance with company service and compliance procedures

• Provided exceptional customer experience to all clients enquiring about Bonus Bonds scheme and resolved enquiries quickly.
• Ensured all customer's authentication processes are adhered with bonus bond's policy
• Provided concierge duties.
• Served customers in a friendly, efficient manner following outlined steps of service including smart ATM enquiries and Internet banking solutions

• Provided exceptional customer service and support creating memorable store experience
• Resolved customer enquiries
• Assisted with stock take management, online orders, click & collect, store transfers
• Worked as a team to ensure that our customers are looked after and making sure we meet their expectations