Juliet Mudau

Child Policy Allocation

• Converted the listings received from brokers to the right format.
• Allocated payment to debtor and invoice level.
• Uploaded the converted listings to the Modernization and extract the Recon of the listings upload to see the successful and rejected policies.
• Prepared the report of all the transactions/Policies uploaded to the Modernization.

Maintain the department mailbox

• Manage the e-mail inbox and attend to open queries as directed from all stakeholders (internal and external)
• Maintain referrals from collections and respond to customer queries within the stipulated SLA.
• Improved customer satisfaction by promptly answering inquiries and providing accurate information.
• Enhanced customer service with timely and accurate information when handling inquiries.
• Allocate & forward the emails to the relevant person or departments.
• Resolve Commissions and debit order queries.
• Create and maintain detailed records of all activities.

Prepare Debit orders

• Compiled individual and groups debit files,ensuring reconciliation with relevant supporting documents.
• Submitted debit files within specified time frames,ensuring no missed debit orders.
• Processed CSVs files and debit order reports.
• Understanding the critical impact of missed debit orders on teams and clients.
• Provided the documents such as payments schedules, requested by clients.

Commissions

• Differentiated schemes for awarding commissions.
• Compiled and consolidated Commission reports/data.
• Maintained accurate records for all brokers awarded Commissions.
• Requested proof of payments and matching allocations to the Broker Consultants.

Premium Confirmations

• Allocated emails and resolved Main members premium confirmation queries promptly.
• Resolved extended premiums confirmation queries within agreed time.

• Opening of new accounts on Microsoft Dynamics
• Sending out of Credit Applications terms and conditions and ensuring that terms and conditions are signed prior opening customer accounts
• Implementing effective processes to maximize cash collections by ensuring timeous collection
• Proactively liaising with external and internal clients to ensure timeous collection and provide management with appropriate recommendations
• Tracing payments from the bank statement and allocating against customer accounts
• Following up on overdue debts
• Prepare monthly reconciliations
• Preparing credit and debit note requests
• Printing out of month end reports/ month end reporting
• Sending out letters of demand to the customers
• Maintaining polite and professional communication via phone, e-mail, etc
• Undertaking daily administrative tasks to ensure the functionality and coordination of the company's activities

• Providing guidance to students on their assessments, tests and exams
• Providing emotional support
• Helping students to explore careers, developing contacts and assisting them in identification of resources
• Motivating students while acting as a role model
• Assisting resident students with academic problems
• Conducting orientation programs for first year students
• Distribution of residence circulars to student
• Liaising with students and staff on behalf of the supervising staff member
• Handling additional duties as and when assigned