Summary
Overview
Work History
Education
Skills
Timeline
Generic
Yonela Plaatjies

Yonela Plaatjies

Randburg

Summary

I hold a Higher Certificate in Accounting Sciences and studying Accounting Sciences Diploma am a Risk Administrator with over 14 years’ working experience, 3 of which have been in this role and also have experience for Claims Approver and Claims Admin. My responsibilities include allocating claims for self and other team members to work on, gathering all the necessary information and evaluating the evidence and exercising a deep understanding of the different insurance policies offered by the company. My fundamental skills are, risk administration, cash flow forecasting, bank reconciliation, criminal and civil law, and insurance policies.

Overview

16
16
years of professional experience
1
1
year of post-secondary education

Work History

Claims Risk Administrator

Kula Partners
2019.03 - Current
  • · Allocate claims for self and other team members to work on.
  • · Gather all the necessary information and evaluate the evidence.
  • · Examine numerous documents such as police reports, medical record and interview people including claimant and witnesses to confirm the validity of the claim and determine the payment.
  • · Exercising a deep understanding of the different insurance policies offered by the company.
  • · Exercising some understanding of the South African Criminal and Civil Law.
  • · Preforming any other task that may be reasonably required of me as a productive team member.
  • · Review claims for payment or denial according to policy provisions.
  • · Handle customer inquiries about benefits and claim status.
  • · Approve or decline funeral and death claims.
  • · Approve or decline temporarily and Disability claims.
  • · Adhering to Kula Partners policies and procedures.

Call Centre Agent

African Unity Life
2018.07 - 2019.02
  • Achieved net sales target in line with business targets
  • Ensured that all policies, procedures and quality standards were adhered which ensured optimal growth of the AUL business book
  • Maintained data integrity on the client’s profile
  • Was responsible for customer service relating to all inbound and outbound calls
  • Attended to all caller interaction and administration in line with the company SOP’s
  • Educated customer on product and specific procedures and requirements
  • General support and administration on a customer’s account in line with scope and mandate

Customer Service Host and Teller

First National Bank
2017.11 - 2018.03

Trade Assistant

City Power Johannesburg
2014.01 - 2015.07

Bulk Teller

ABSA
2013.06 - 2013.12

ATM and Treasure Custodian

ABSA
2010.01 - 2013.01

Customer Service Clerk and Teller

Meeg Bank
2008.03 - 2009.12

Education

RE5 Regulatory Examination -

Moonstone

Higher Certificate in Accounting Sciences - undefined

University of South Africa

Customer Focus Skills Programme -

Skills Development Professionals
2021.02 - 2022.02

Comprehensive Office Certificate - undefined

ABC Computer School

Matric - undefined

Ngwenze Senior Secondary

Skills

Risk Administration

Timeline

Customer Focus Skills Programme -

Skills Development Professionals
2021.02 - 2022.02

Claims Risk Administrator

Kula Partners
2019.03 - Current

Call Centre Agent

African Unity Life
2018.07 - 2019.02

Customer Service Host and Teller

First National Bank
2017.11 - 2018.03

Trade Assistant

City Power Johannesburg
2014.01 - 2015.07

Bulk Teller

ABSA
2013.06 - 2013.12

ATM and Treasure Custodian

ABSA
2010.01 - 2013.01

Customer Service Clerk and Teller

Meeg Bank
2008.03 - 2009.12

RE5 Regulatory Examination -

Moonstone

Higher Certificate in Accounting Sciences - undefined

University of South Africa

Comprehensive Office Certificate - undefined

ABC Computer School

Matric - undefined

Ngwenze Senior Secondary
Yonela Plaatjies