Lianne Jonas

Zopa Bank collections Advisor

Credit card & loan payments

Offer support to vulnerable customers

Setting customers on a payment plan if they in arrears and have missed payments

Updated personal information of customers

Emailing letters and updated information of account to customers

Providing customers with debt advice

• Funeral Policies
• Death Claims
• Retirement annuities
• Life cover
• Savings
• Upgrades of clients profiles and policies
• Part surrender claims
• Refunds
• New funeral policies submissions

• Company Overview: - Retrenched - Due to Covid the company went smaller
• Responsibility of all sales emails and calls Coming on via emails and calls
• Assist the sales team with general admin
• Responsible of the capturing invoice of orders on pastel proforma and tax invoices
• Responsible of sending out the proforma and tax invoice to customer via emails
• Prepping, checking all orders of the customer before orders are being dispatched with the courier services
• Sending all customers details such as address contact information to the courier in order for the way bills
• Updates all boards of new orders and of the orders that has been dispatched for the day
• Placing orders with suppliers
• Follow-ups on deliveries of stock for production and factory
• Follow Up on payments of customers
• Follow up on how far the orders are with stock room and check if we have enough stock to dispatch to the clients
• Incharge of the Health & Safety procedures
• Creating and updating the incidents reports
• Gather and evaluate incidents information through questioning.
• Participate in external and internal communication processes of emergencies

• All Admin Related
• Courtesy calls & emails to clients
• Attending to all Estate Late relations submitted Beneficiary forms to Masters Office and Lawyers
• Follow ups
• Downloading Latest Policy schedule for clients - Liberty, Metropolitan and Sanlam
• Answering calls and emails of clients
• Grocery shopping for office refreshments
• Diary Management & Arranging Meetings with Clients for the director

• Ensure the Executive diaries are optimally managed for internal and external meetings and duties
• Effective communicate meetings and other appointments to executives and ensure no scheduling conflicts
• Co-Coordinating and book appropriate travel arrangements
• Liaise with other stakeholders to Coordinate various meetings
• Create, transcribe and distribute meetings agendas and minutes
• Follow up on all action items for meetings conference rooms, boardrooms and catering for the meetings
• Prepare presentations and documents for meetings
• Responsible for all maintenance and safety measures in department

• Diary Management
• Office Management
• Events Management – Flights booking, Travel claims, Accommodations Bookings for Manager
• Assets Management – Records and taking in new stock
• Co-Coordinating and Arranging meetings, assisting in Labs
• Maintain the Asbestos cleaning staff
• Taking all calls and messages assisting Health & Safety Manager
• Assisting the Research technologist in lab
• Participate in ongoing staff development and training Maintain databases, records and registers
• Gather and evaluate incidents information through questioning to determine the nature and appropriate response
• Creating and updating incidents reports information
• Participate in external and internal communication processes