Practice Manager - Reconnect Audiology & Speech (Formerly Heidi Allans Practice)
(2023-02)
Finance & Administration/ Relieve on Reception
- Reconciling the bank statement and allocating funds on a daily basis
- Managing Arrears
- Work on programs: Blue Print and Quick books accounting
- Run month end Statements
- Follow up on outstanding debt
- Responsible for liaising with patients regarding payment plans
- Responsible for generating Tax invoices for Hearing Aid repairs & new Hearing Aid Sales
- Managing Hearing Aid claims with Medical Aids
- Documenting and couriering Hearing Aid repairs to manufacturers
- Receiving Hearing Aid repairs from Manufacturers and contacting patients to come in for an appointment
- Relieving on reception when receptionist on leave or at lunch
- Answering overflow of telephone calls
- Booking appointments in the diary
- Keeping inventory of demo stock and accessories
- Typing up spreadsheets
- Typing up Insurance letters for Hearing Aid claims
- Assisting with Speech Therapy queries, Invoices when necessary
- Building & maintaining relationships with patients
- Responsible for patient retention
- Responsible for getting patients to sign the Hearing Aid Sales Agreements
- Responsible for liaising with patients on all financial and sales issues
- Liaising with 5 Hearing Aid Manufacturers and their Sales Representatives – pricing specials etc
- Type up assessment notes for daughter's speech therapy practice
- Type up reports for parents
Business Manager - Nedbank – Nedfleet Sales Department
(2007-03 - 2023-01)
Target Driven/ New Acquisition - Full Maintenance Lease, Fleet cards, Managed Maintenance
- Building Relationships with My Nedbank colleagues and clients
- Building Relationship with Nedbank clients
- Product training too my Nedbank colleagues and clients
- Corporate Presentations to Municipalities/ Nedbank Clients
- Knowledge of client's Balance Sheets/Financials
- Tender submissions
- Dealing with the Banks Credit Dept to get Loans Approved
- Managing Arrears
- Meeting a monthly fleet card target
- Meeting a monthly Leasing on Vehicles target
- Responsible for growing Non- Income Revenue
- Responsible for Retaining clients
Business Manager - Nedbank – Premium Finance Department
(2007-03 - 2010-08)
Short Term Insurance Loans
- Servicing Insurance Brokers
- Dealing with the Banks Corporate Clients
- Signing and drawing up Short Term Insurance Loan Agreements
- Managing Renewals
- Training Brokers on Product Knowledge
- Corporate Presentations
- Knowledge of client's Balance Sheets/Financials
- Dealing with the Banks Credit Dept to get Loans Approved
- Meeting a monthly target
Insurance Broker Consultant - Tracker Network
(2005-03 - 2007-02)
Stolen Vehicle Recovery
- Servicing of Approximately 50 Insurance Brokers
- Signing New Insurance Brokers
- Corporate Presentations
- Training Brokers on Product Knowledge
- Administrative duties (Accounts Queries, Insurance Certificates etc)
- Meeting a new business target of 200 New installations a month
Office Manager - GAEA Projects
(1999-02 - 2004-09)
Environmental & Development Planning Consultants
- Personal Assistant to the two partners
- Office Manager
- Marketing
- Organized Conference's/Courses for environmental delegates
- Overseeing of staff
- Getting Accounts/Finances ready for processing by Accountant
- General Office Administration
Broker Consultant - Aegis Insurance
(1995-03 - 1998-06)
Short Term Insurance
- Servicing of approximately 40 brokers
- Product training too brokers
- Corporate Presentations/ Functions
- Claims Experience
Short Term Marketer - Incorporated General Insurance Co
(1991-11 - 1993-09)
Short Term Insurance Company
- Servicing of Brokers & Banks promoting motor & household insurance (40 brokers)
- Product training too brokers
- Presentations/Functions
- Target of 500 New Policies a Month
- Claims Experience
- Obtained Certificate of Proficiency in 1992 with Distinction
Business Development Officer & New Business Assistant - Stannic (division of Standard Bank)
(1987-11 - 1991-10)
Finance – Instalment Sale & Leasing
- Servicing 40 brokers selling HP & Instalment Sale Finance
- Product training too brokers
- Presentations/Functions
- Meeting a monthly target
New Business Assistant, Secretary to manager in Credit Control, Credit Controller - Stannic (division of Standard Bank)
(1986-02 - 1987-01)
Finance
- Assisting Business Manager with all Sales /Service Related issues
- Performing Secretarial Duties to Manager of the Credit Control Department
- Credit control functions / Managing arrears
