Organized and dependable candidate successful at managing multiple priorities with a positive attitude. Willingness to take on added responsibilities to meet team goals.
Carried out administrative tasks by communicating with clients, distributing mail, and scanning documents.
Posted payments to accounts and maintained records.
Processed and recorded new policies and claims.
Calculated adjustments, premiums and refunds.
Maintained confidentiality of patient finances, records.
Modified, updated and processed existing policies.
Collected premiums and issued accurate receipts.
Notified insurance agents and accounting departments of policy cancellations and changes.
Conducted detailed policy analysis to identify areas for improvement and recommend necessary adjustments.
Collaborated with cross-functional teams to review and update existing policies based on changing regulatory requirements.
Contributed to the creation of an internal database to manage all active policies efficiently.
Managed policy documentation, ensuring accurate record-keeping and easy access for relevant stakeholders.
Enhanced policy implementation by streamlining administrative processes and procedures.
Existing policy quotes
Data capturing
Broker Liaison
Policy time management
Policy screening
Customer care
Administrative Coordinator (temp Contract)
Blaauws Transport
08.2020 - 10.2020
Answered phone calls and responded to inquiries from customers, vendors and other external contacts.
Facilitated smooth day-to-day operations by anticipating needs, proactively addressing potential issues, and efficiently resolving problems as they arose.
Maintained a well-organized filing system to ensure easy access to important records and documents.
Managed and maintained electronic and paper-based filing systems to keep essential documents and information easily accessible and organized.
Capturing waybills
Plan and capture trips for the delivery trucks
Capturing purchase orders
Stock take of office inventory and truck parts
Credit card recon and report
Banking
Fleet control
Rebate & Credit Controller
Vector Logistics
10.2016 - 12.2019
Supported sales teams by providing accurate credit information for new and existing customers.
Increased collection rates through proactive account management and regular follow-ups with clients.
Reduced overdue debt by closely monitoring customer accounts and taking prompt action on outstanding payments.
Reduced past due balances and bad debt by coordinating collection efforts with customer service, sales and billing departments.
Reached out to customers to check on payments and convey options.
Maintained accurate records of all communications related to debtor management for audit purposes.
Consistently met or exceeded targets set for reducing outstanding balances while adhering to strict deadlines.
Allocation of payments
Sending monthly statements and invoices to clients
Recon on accounts
Invoicing of rebates
Capturing of journals
Reversals
Initiating of claim workflows
Cash flow and forecast
Customer care/support on all queries
Debtors Clerk
Bidvest Protea Coin
06.2015 - 09.2016
Utilized strong multitasking skills to manage multiple priorities and tasks, ensuring timely completion of each assignment.
Reduced errors in data entry by carefully inputting information into computer systems with attention to detail.
Improved customer satisfaction by promptly answering inquiries and providing accurate information.
Managed incoming calls professionally, directing callers to appropriate personnel or taking detailed messages when necessary.
Marketer/Regional Outside Sales Representative at AC & E Commercial Underwriting Managers (Pty) LtdMarketer/Regional Outside Sales Representative at AC & E Commercial Underwriting Managers (Pty) Ltd