Subscribe to daily business and company news across 19 industries
×
Show profile Hide profileApplications (when needed)
ITC checks, confirmation of employment, prior agent or
landlord references.
Sales (when needed)
Converting potential clients into policy holders.
Claims
Obtaining documentation required for claim validation.
Checking for possible fraud.
Approval of all other Key Accountants claims submitted prior to payment.
Claims payments.
Recoveries
Letters of demand, letters of cancellation, notices to
vacate, black listings and litigation.
Overall debt collection.
Premium Collection Monthly bordereaux, which includes but is not limited to data integrity. Ensuring all premiums are paid, including re-debits or EFT payments.
Management and Finance
Day-to day management of administration staff
Monthly bank reconciliation
Vetting Report and ensuring sales are converted.
All Claims Reports, assistance with MANCO reports
Sending fraudulent documentation to the correct channels.
Training
Training of new staff and on-site training for new clients
Key Accounts
Multi Spectrum Property, Rawson Helderberg, RPF Africa
Overall Client Service and Floor Management
Consultant to RPF Africa (Old Mutual Fund)
Applications (when needed)
ITC checks, confirmation of employment, prior agent or
landlord references.
Sales (when needed)
Converting potential clients into policy holders.
Claims
Obtaining documentation required for claim validation.
Checking for possible fraud.
Approval of all other Key Accountants claims submitted prior to payment.
Claims payments.
Recoveries
Letters of demand, letters of cancellation, notices to
vacate, black listings and litigation.
Overall debt collection.
Premium Collection Monthly bordereaux, which includes but is not limited to data integrity. Ensuring all premiums are paid, including re-debits or EFT payments.
Management and Finance
Day-to day management of administration staff
Monthly bank reconciliation
Vetting Report and ensuring sales are converted.
All Claims Reports, assistance with MANCO reports
Sending fraudulent documentation to the correct channels.
Training
Training of new staff and on-site training for new clients
Key Accounts
Multi Spectrum Property, Rawson Helderberg, RPF Africa
Overall Client Service and Floor Management
Consultant to RPF Africa (Old Mutual Fund)
