LESEGO MILLAGROSSA MOLOTSI

• Performed general office duties and administrative tasks
• Scheduled client appointments with assessors and maintained up to date clients files
• Lease with various suppliers to provide a particular service
• Performed accounts payable functions to suppliers
• Inform various branches of changes in client policy schedules
• Perform after service survey
• Administering and validating claims correctly and efficiently within the specification of company’s policy terms and condition
• Generating cost savings for company without harming client retention initiatives
• Ensuring effective updating of own product and system knowledge
• Undertaking new responsibilities to expand competence
• Contributing to optimizing work practices and procedures
• Effectively building and maintaining relationships with service providers, colleagues and clients
• Contributing to success of team by taking ownership and ‘going the extra mile’
• Rendering a claims related service within a turnaround time that is acceptable to customers and conforms to company SLA’s
• Delighting customers with efficient customer service

*Guiding customers though the vehicle purchasing process,providing tailored made advise on make,model of the vehicle and specifications of the vehicle.

* Email the offer to purchase to client and go though it step by step using Seriti to sign up the contract and KYC.

*Offer accepted arrange for delivery of the vehicle to clients house( with out delivering team) or the dealership.

* Advise on finance and insurance options with our team in house insurance.

* Utilize Carter CRM system to manage customer interactions and maintain records,enhancing communication and service delivery.

*Coordinate trade in evaluations to provide accurate assessment an support.

*Serving as the single point of contract for customers and delivering exceptional service and fostering long term relationships based on trust and transparency.

*Staying up to date with the latest make and model of different brands to suits customer needs and stay informed.

• To maximize second Gross income to the dealership through vehicle finance and sale of all dealer approved products.
• To ensure that the dealership is kept abreast of all F&I related issues and informed of any changes that may occur.
• To establish good relationships with Dealer Principal, Sales Managers and Sales people, Financial Institutions and Service Providers.
• To ensure that all customers are given the best advice and service for all of their Finance and Insurance needs.
• Main Job function
• Ensure clients receive copies of Signed Contracts and Vaps at Time of Signing.
• Fais files to be compiled and filed daily, Including Cash Clients.
• Deal File copies to be done and filed daily.
• All deals delivered to be on Dealernet including Cash and Fleet.
• To ensure all documentation, bordereaux, weekly and monthly reports are prepared / returned on time.
• To attend daily and Monthly sales meetings promptly.
• To establish and maintain an easy-to-check flow of documentation
• Debtors
• To ensure that no penalties or delays are incurred by incorrect or late return of documentation
• To ensure all Debtors Monies are collected within 48 Hours to avoid any loss of interest
• Legislative Compliance
• To adhere to the various pieces of applicable legislation and reduce dealership risk by:
• > displaying a valid, correct NCA card at all times
• > Having NCR Certificates from the Financial Institutions
• > Having your FSP License in a frame on the wall
• > Having all the correct and completed FAIS Documentation available for each Client seen.
• > Ensuring that there is evidence available to prove to any client, Regulator or Ombud the level of training and accreditation attained.
• > Ensuring that the Fit and Proper and Honesty and Integrity requirements of the FAIS Legislation are adhered to at all times
• > Maintaining all documentation in a manner that meets the minimum business standards at all times.
• > Verifying the ID, Drivers, Income and Residence of all clients in compliance with FICA rules.
• > Identifying and reporting any incidents of Fraud.

• Capture/Register claims on the system
• Handle admin and follow-ups concerning claims
• Liaise with clients, service providers & assessors
• Deal with queries from clients/service provider
• Validate claims/invoices within turnaround times
• Conduct all the above to the require
• Performance and quality standards
• Dealing with investigators.
• Admin work on the claims

• Processing of motor and non motor claims
• Appointing assessors and innvestigators on claim, Evaluation of assessment and investigators report for authorisation of claim
• ISSUING OF REPUDIATION LETTERS FOR DISPOSAL TO INSURANCE COMPANIES
• FINANCIAL ADVISORS AND CLIENTS.
• ISSUING AGREEMENT OF LOSS FOR THE CLIENTS TO SIGN
• ISSUING OF PAYMENTS ON SYSTEM.
• PAYMENT TO CLIENTS, PANELBEATER AND REPLACEMENT Companies
• AUTHORIZING OF CLAIMS FOR PAYME
• LIASING WITH FIN ADVISORS AND CLIENTS
• MAINTAIN MESSAGE AND DIARY SYSTE
• UPDATE CLAIMS AND STATS ON SYSTEM
• INSURER AUDITS / MONTHLY OUTSTANDING
• CLAIMS REPORTS / BROKER QUESTIONAIRE
• COMPLY WITH UNDERWRITING CRITERIA
• CLAIMS PROCEDURES AND INSURERS REGULATIONS

• Intimation of claims and opening files
• Appointing assessors and authorising
• Liaising with intermediaries and internal customers Administering claims input on computer
• Generating letter to clients as well as intermediaries
• Ensure appropriate controls are in place for valid claims settlement
• Managing repudiations, insuring fairness and diplomatic communication
• Provision and adherence to claims service levels
• Application of policy terms and conditions
• Detection and management of fraud, dishonesty and misrepresentation
• Day to day self-management of claims

• Capturing, underwriting, validating and investigating claims
• Decide on whether to settle or reject the claim based on the company policy schedule.
• Process necessary payments to client and service providers

• Intimation of claims and opening files
• Appointing assessors and authorising
• Liaising with intermediaries and internal customers
• Administering claims input on computer generating letter to clients as well as intermediaries
• Ensure appropriate controls are in place for valid claims settlement
• Managing repudiations, insuring fairness and diplomatic communication
• Provision and adherence to claims service levels
• Application of policy terms and condition
• Detection and management of fraud, dishonesty and misrepresentation
• Ensure application of business and scheme rules
• Day to day self management of claims
• Input and maintenance of claims information on computer system with 100% accuracy.

• IN/Outbound/Retentions Short-term
• To ensure that the customer’s information kept secure and confidential
• To effectively co-ordinate and ensure that all unresolved queries are lodged, allocated, resolved and finalized (includes follow-up with client and underwriting technicians) – monitor process of resolution
• Investigate policy disputes and provide verbal and/or written feedback to client
• Follow up’s with policy administration
• Cancellations/Retentions Policy endorsement
• Ensure Business rules and procedures are followed
• Attending to walk-in clients

• Handling all claims, motor and non motor
• Appointing assessors and doing follow up on the reports
• Making payments to assessors, service providers and clients follow ups with banks for de-registration on vehicle and settle the accounts with the banks regarding settlements on the accounts
• Liaising with assessors and handling the Santam book [claims]

• Capture/Register claims on the SUMMIT system
• Handle admin and follow-ups concerning claims
• Liaise with clients, service providers & assessors
• Deal with queries from clients/service providers
• Validate claims/invoices within turnaround times
• Conduct all the above to the require
• Performance and quality standards and dealing with
• Investigators and admin work on the claims

• Loading messages for sales, client care and claims
• Collating of client’s documents for posting
• Routing of faxes on system (Summit)

• Project Assistant (Contract)
• Dairy management
• General Administration
• Telephone Etiquette

• Internship programme (Within the claims department)
• Render receptions duties
• Processing and assessing of travel and subsistence claims
• Payment of advice on BAS (Government system)
• Requesting monthly reports on system BAS
• Matching advices against claim
• Minute taking
• General administration