Motivated Professional experienced in customer service and time management. Delivered accurate processing of payments and refunds across various insurer portfolios through strong attention to detail and independent work ethic. Focused on ensuring compliance and enhancing operational efficiency.
Overview
22
22
years of professional experience
1
1
Certification
Work History
Claims Payments Handler
Lionel Isaacs Insurance Brokers
Johannesburg
03.2025 - Current
Administered payments for approved claims within our mandate that ensures accuracy in processing.
Process payments, refunds & third party payments daily on the various insurer portfolios
Facilitated payment loading on Cardinal 360 and Flexi, ensuring timely and accurate transaction processing.
Prepare daily reports, invoices & bank upload files for efficient processing of transactions accurately.
Handle financial transactions that allow the brokerage to maintain trust and integrity in line with the binder rules with the various approved insurers.
Coordinate with underwriting & claims departments to improve payment processing workflow and processing time.
Suggested process improvements to streamline payment operations, ensuring sustainability of binder agreements.
Processed monthly recon and salvage reports, verifying transactions for compliance with company policy and alignment with binder agreements.
Administrative tasks including daily bordereaux submissions to the various insurers.
Handle the brokerage float to ensure liquidity levels are maintained.
Claims Handler - Commercial & Personal Lines
Lionel Isaacs Insurance Brokers
06.2024 - Current
Managed large loss and complex claims, ensuring thorough assessment and prompt resolution
Claim verification & investigation
Authorizations\Settlement of claims
Reviewed and processed claim rejections
Processing payments within the turn-around time
Confirmed payment transactions with clients and suppliers
Salvage & recovery management
Assisted clients and service providers via phone and email, addressing claims and queries effectively
Maintained relationships with clients, insurers, and service providers, facilitating efficient claims processing
Complaints handling and resolution
Coordinated communication with service providers
Appointment of necessary providers
Liaising with clients, insurers and staff
Registered claims on Flexi and Cardinal systems
Broker Consultant
Hollard Insurance
10.2016 - 02.2022
Developed growth plans identifying key clients, targets, and priority service lines to drive strategic business expansion.
Cultivated and maintained industry relationships and customer partnerships to capitalize on opportunities and maximize business success.
Enhanced client retention through exceptional customer service, fostering loyalty and satisfaction.
Built positive and productive customer connections to drive consistent sales.
Developed and maintained relationships with customers and assisted in generating sales opportunities.
Built rapport with custom builders, creating pathways for increased sales opportunities.
Monitored market trends, competitor strategies and market suppliers to evaluate opportunities to reduce costs.
Discussed ideas and strategies to improve operational efficiency, adding value and aiding business performance for continuous improvement.
Worked at Hollard Insurance in Gauteng, managing customer inquiries.
Dealer Sales Representative
Hollard Insurance
05.2013 - 10.2016
Developed and managed independent dealer distribution network, increasing market share and sales of products and systems.
Drove targets to increase market share.
Won business relationships with proven dealers that fit with company culture and supported dealers in mobilizing marketing and sales strategy.
Conducted dealer visits to resolve queries and provide tailored support, enhancing dealer satisfaction.
Facilitated product training sessions for dealers, improving product knowledge and sales effectiveness.
Hollard Insurance at Gauteng
Senior Sales Assistant
Hollard Insurance
01.2009 - 05.2013
Cultivated relationships with peers and upper management to enhance collaboration and support team objectives.
Addressed commission-related queries for team members, ensuring clarity and accuracy in earnings.
Tracked and reported monthly expenses for team activities, facilitating budget oversight and financial planning.
Submitted monthly expenses to payroll and addressed fleet card queries.
Compilation of reporting to internal & external clients.
Ordered stationery and promotional items to support sales team needs.
Distributed petrol and credit cards to sales team members annually.
Assisted with Hollard Insurance operations in Gauteng region.
Call Center Agent
Discovery Health
12.2003 - 12.2008
Answered and processed high volume of calls daily using call management system and web-based communications to enhance customer experience.
Managed high volume of inbound and outbound customer calls to ensure timely and effective customer support.
Resolved customer inquiries, questions and concerns to consistently offer quality service and meet performance benchmarks.
Handled escalated customer service concerns to preserve customer satisfaction and maintain long-term business relationships.
Met or exceeded call speed, accuracy and volume benchmarks on a consistent basis.
Reviewed files, records and documents to accurately respond to customer requests and provide relevant information.