Berelese Faith Cramford

Handling of claims up to R35000

• Receiving of new claims and thorough cover confirmation is done
• Make contact with brokers or policy holders
• Do merit and quantum investigation
• Receiving of building contractors report and verify
• Check completion and correctness of document and policy conditions
• Identify what is required and outstanding from client.
• Decide on what must be investigated and whether specialist expertise is required e.g. builder, engineer.
• Assess risk to provide recommendations to underwriting.
• Appoint specialist resources if required.
• Interact with the police, weather bureau etc. to assess merit.
• Compare info collected to the policy requirements and claim details presented.
• Determines equivalent replacement and determine risk.
• Get comparison quotes for all contents and electronic equipment claims
• Decide and negotiate on replacement/cash/claims card.
• Authorise repairs/cash settlement.
• Write claims report and update the central claims file.
• Process payment or rejection of the claim
• Arrange for the collection of salvages
• Write recommendations to Underwriters to delete or add items
• Handling of complaints and comebacks from brokers, policy holders and customer service line
• Manning of telephone calls; approximately 30 calls per day

• Motor claims:
• Registration of all new claims.
• Appointing of assessors on stolen Vehicles
• Negotiating and settlement of claims based on assessors reports.
• Authorisation of all repairs with Panelbeaters.
• Follow-up on claims with Panelbeaters regarding the progress of the repairs
• Arrange the final settlement for vehicles that have been written off or stolen
• Liaise with Lawyers for claims there are recoveries that has to be done.

Non Motor claims

• Negotiate all non motor claims and request settlements
• Handling of rejection and rejection procedures
• Following up on claims
• Send recommendations to the Underwriting department for recommendations regarding, eg. security risk requirements or cover that needs to be suspended
• Manager: Lily

• Obtain files of New claims from the registration department.
• Appoints assessors on stolen vehicles and make decision regarding the settlement based on the report received from the assessor.
• Providing authorisation to assessors or panelbeaters to proceed
• Requesting of payments to service providers/ panelbeaters.
• Handling settlement and rejection of claims.
• Follow ups with Panelbeaters on the progress of motor.
• Arranging with banks for final settlements related to vehicles that was stolen or written off.
• Liaise with the Legal department where there was any recoveries that needed to be done.
• Correspondence sent to Underwriting department for recommendations regarding: security risk requirement or cover that needs to be suspended.
• Manager: Cecilia Daniels

• Registration of telephonic claims : Personal lines and Commercial claims.
• Appoint assessors on Complex claims
• Settle claims up tp R10000.00
• Contact suppliers for quotes and negotiate on prices.
• Negotiate and settle claims with policy holders
• Arrange for salvage collections
• Write recommendations to Underwriters to delete or add items on policies.
• Handling of all complaints from brokers and clients.

• Updating all New Policies issued - keeping spreadsheets.
• Sent out request for Valuators to do household valuations.
• Liaising with the Evaluator
• Handling of policy holders queries
• Upload all valuations from Valuators onto policies.
• Processing of payments to Valuators
• Handled sensitive information discreetly, maintaining strict confidentiality at all times as required by company policy or legal regulations.
• Maintained personnel records and updated internal databases to support document management.
• Established an organized filing system that streamlined document retrieval and reduced misplaced files.
• Maintained accurate documentation of company policies and procedures for easy reference by all employees.
• Provided exceptional customer service to both internal and external stakeholders through prompt response times and thorough issue resolution efforts.

Manager in charge: Rob Caddie

REASON FOR LEAVING:

Guardian was liquidated and Santam took over.

• Debtors clerk
• Stock Controlling
• Invoicing
• Purchasing
• Processing of stock purchases
• Cheque processing
• Inter group Confirmations
• Handling of Creditors and Debtors Accounts for different divisions.
• Collection and monitoring of outstanding accounts.
• Handing over and liaising with lawyers for outstanding accounts.
• Human Resource officer
• Completing of time sheets
• Distribution of pay slips.
• Handling all Human resource related queries of staff.
• Arranging of meeting for Depo Manager in Charge.
• Handling leave applications.
• Uniform collection and distribution thereof.
• Manage of Medical aid and Pension fund correspondence for staff.
• Manage all Housing & Leave application
• Oversight of travelling; concession and bursary applications
• Administration and attendance of disciplinary Hearing Procedures.
• Managing of disciplinary appeals

• Capturing of invoices.
• Quality control
• Filling
• Check invoices
• Printing
• Manager in Charge: Charlotte Yaxley
• Reason for leaving : Voluntary Retrenchment
• Maintained strict confidentiality while handling sensitive client information and records.
• Corrected data entry errors to prevent duplication or data degradation.
• Entered client information into databases quickly and with minimal errors.
• Obtained scanned records and uploaded into database.