Bomikazi Tom
Financial Adviser,Admin-clerk And Claims Handler.
37 Joseph Nduli Street,Durban
Summary
Motivated and highly trained administrator and claims handler.Specialising in supply chain management and finance section.Personal, property and casualty loss and damages. Negotiates peaceful resolutions of all claims with emphasis on fairness and thoroughness. Trustworthy and dependable.
Overview
5
5
years of professional experience
Work History
Claims Handler
Customer Experienced People PTY {LTD)
11.2022 - Current
- Handling customers Motor and Home claims
- Examine claim liability
- Claim investigations
- Negotiate settlement
- Communicate claims decisions clearly
- Investigating insurance claims and potentially fraudulent claims
- Prepare and process claims report
- Processing claims payments
- Handling any complaints
- Resolve claims in a timely manner
Finance and Supply Chain Management Intern
KZN Department of Social Development
11.2020 - 10.2022
- Determine clear specification for quality of goods and services Handle all supplier database related queries and Maintain supplier database filling system Receive requests from suppliers for the amendments of supplier’s information Updating supplier’s database Source and check compliance of suppliers from CSD Invite quotations using suppliers on the list sourced by Demand Management Receive list of companies to be invited from Demand Management Prepare invitation for quotation form and send to companies by Email Prepare the checklist Check all the attachments requested during invitation of the quotations received Check the validity of the certificates requested and completeness of SDBD FORMS Complete the checklist and sign it
- Prepare comparative schedule for the awarding committee Prepare comparative schedule listing all companies invited and all responded and the amounts quoted Calculate preference points and update Acquisition regarding recommended suppliers Submit for awarding of recommended service provider as per SCM Delegations Compile a document and ,sign the comparative schedule and submit it to the awarding committee for awarding Submit to logistic for the issuing of orders to awarded supplier Collect all documents from the awarding committee ,update the register for requisitions and forward the documents to Logistic for issuing of orders Maintain good relationships with stakeholder until service is delivered Compiling payments as soon as the invoice is received in order to meet finance deadlines
- To ensure that receivable debts are identified, payment and journals are captured
- Check the correctness of journals, payments, commitments and debts Undertake financial control services such as Suspense Account
- Manage receivables due to the Department including the recording, collection, banking and write off of irrecoverable amounts Compile and capture adjustment journals or sundry payment book or debt takes-on form to clear balances on each account
- Ensure proper management of debt management
- To ensure risk management and compliance with PFMA, Treasury Regulations, set norms & standards on the service charter & any other relevant policies.
Financial advisor
Metropolitan SA
03.2019 - 04.2020
- Assist customers to make informed decisions
- Analysis market and economic trends
- Manage clients relationships
- Research investment opportunities
- Retirement planning
- Maintains client confidentiality
- Identify and cultivate new clients
Education
National Diploma - Public Management
Durban University of Technology
KwaZulu-Natal 04.2017
Skills
Finance
Transactions reconciliation
Regulatory Compliance
Claims
Accuracy and Precision
New Policies Processing
Eligibility Determination
Data Entry
Customer Service
Small Claims Payouts
Teamwork and Collaboration
Account Management
Analytical Thinking
Interpersonal Skills
Business Correspondence
Problem-solving aptitude
Active Listening
Adaptability
Patient contact
Organizational Skills
Organizing and Prioritizing Work
Reliability
Continuous Improvement
Multitasking
Excellent administrative abilities
Attention to Detail
Database Management
Self Motivation
Competencies And Attributes
- Proficiency in the use of Microsoft Office including: Ms Word, Ms Excel, Ms Access, Ms PowerPoint and Ms Outlook.
- Highly analytical and organized, with excellent time management skills.
- Ability to work in a team and ability to communicate and liaise effectively at all levels.
- Problem solving and ability to work under pressure to deliver timeously.
- Exceptional planning, organising and coordinating capabilities.
- Flexibility, able to adapt to new environments.
- Excellent detailed writing and reporting skills.
- Able to uphold the dignity and integrity of the office.
- Basic knowledge and insight of the Public Service Financial Legislations, ProcedureS and Regulations.
- Knowledge of basic Financial Operating Systems (PERSAL, BAS and SAP)
- Basic knowledge of Financial Functions, Practices and the ability to collate financial statistics.
- Knowledge of Provincial Supply Chain Policy Framework, SCM Practices and Procedures
- Knowledge of Treasury Practice Notes and PFMA
- Knowledge of National Treasury Regulations and PPP Framework
Personal Information
- ID Number: 9502280502085
- Ethnicity: African
- Date of Birth: 02/28/95
- Gender: Female
- Nationality: South African
- Marital Status: Single
References
- Mr Khawula, Branch Manager (Metropolitan SA), 062 069 3554
- Ms N. Mpungose, Administrative Officer: SCM (KZN Department of Social Development), 031 336 8777 / 079 332 1557
- Ms S.Shandu, Administrative Officer: Asset Management (KZN Department of Social Development), 031 336 8807 / 0636491773
- Mr K. Govender, Manager : Esure Motor Claims, 0315026660 / 0723103579
Timeline
Claims Handler
Customer Experienced People PTY {LTD)
11.2022 - Current
Finance and Supply Chain Management Intern
KZN Department of Social Development
11.2020 - 10.2022
Financial advisor
Metropolitan SA
03.2019 - 04.2020
National Diploma - Public Management
Durban University of Technology