Owner/Director at MVARS (2018-01 – Present)
Two huge clients I had were: Constantia Insurance, Randburg and XLT Underwriting Agents/Brokers, Newlands, Cape Town until Covid lockdown and lost the clients. Constantia Ins. I did all recoveries from inception to the end as mentioned below. With XLT I did all recoveries pertaining to GIT (Goods in Transit) here I did recoveries, investigations acquiring reports & paperwork proving claims and preparing comprehensive reports.
- Attending to recoveries & motor liabilities of company client
- Also attending to obtaining witness statements/SAPS reports/ tracing third parties
- Recovery stats based on monthly targets
- Going out to canvas new clients
- Going out on the road to perform inspection in loco- accident scene inspections
- Liaising with all market share holders
- Preparing recovery stats monthly
Recovery Administrator at Risk Benefit Solutions (2017-06 – 2018-12)
Reason for leaving - short Term contract role
- Managing recoveries / collect department
- Advising staff on recovery matters
- Applying case law & apportionment where required and deciding best course of action
- Attending to weekly and monthly stats sheets / spreadsheets
- Advising brokers on best course action, liaising with other insurers, uninsured third parties, attorneys, tracers, assessor and service providers
- Reading and understanding of merits, interpreting merits and quantum
- Attending to queries and complaints on current matters
Recovery and Tracing Manager / Assessor Investigator for RAF at REVESCO CSI CAPE TOWN (CLAIM RECOVERIES & INVESTIGATIONS) (2011-01 – 2015-09)
Reason for leaving - Retrenchment
- Managing recoveries/department
- Attending to training needs of staff
- Settling disputes internally as well as externally, approving and disapproving leave
- Advising staff on recovery matters
- Applying case law & apportionment where required and deciding best course of action
- Motivating staff towards recovering monthly set targets, attending to appraisals of staff
- Attending to weekly and monthly stats sheets / spreadsheets
- Providing gm with stats reports and percentages recovered
- Advising brokers on best course action, liaising with other insurers, uninsured third parties, attorney tracers, assessor, and service providers
- Advising on salvage action, holding weekly meetings with staff and management
- Attending to authorizing payment requests within mandate
- Attending to reading and understanding of merits, interpreting merits and quantum
- Attending to queries and complaints, editing staff letters and emails
- One on one performed on current matters
- Attending to tracing and editing and approval of trace reports, training staff on tracing as well as techniques whilst tracing etc
- Attending to physical and desktop tracing, determining fees in terms of tracing and authorizing same
- Assessing claims lodged against the road accident fund, performing full merit and quantum investigations, and submitting reports to the RAF with recommendations
- Arranging meetings and liaising with witness, saps members and attorneys and canvassing witnesses and providing assessment reports on accidents
- Investigating lost of support claims where the deceased leaves family members behind who are entitled to claim, obtaining proof of grant and SASSA payouts etc
- Daily on and off the road investigations
Recoveries & Salvage Supervisor / Manager at Constantia Insurance Company (2010-08 – 2011-12)
Reason for leaving - Relocated back to Cape Town
- Managing recoveries / collect department, attending to training needs of staff
- Settling disputes internally as well as externally
- Approving and disapproving leave
- Advising staff on recovery matters
- Applying case law & apportionment where required and deciding best course of action, motivating staff towards recovering monthly set targets
- Attending to appraisals of staff, attending to weekly and monthly stat sheets/spreadsheets, providing gm with stats reports and percentages recovered
- Advising brokers on best course action, liaising with other insurers
- Uninsured third parties, attorneys, tracers, assessors, and service providers, advising on salvage action, holding weekly meetings with staff and management
- Attending to authorizing payment requests within mandate, attending to reading and understanding of merits, interpreting merits and quantum
- Attending to queries and complaints, editing staff letters and emails
- One on one performed on current matters
Legal Claims Team Leader at TOP-EXEC MANAGEMENT BUREAU (2009-01 – 2010-07)
Santam took over work book
- Attending to third party claims and recoveries
- Dealing with service providers, attorneys' tracers, and all other service providers
- Negotiating settlements with third parties, insurers, attorneys, based on apportionment and applying case law
- Staff management for effective productivity in line with the company's deadlines and monthly targets
- Reporting on stats to management, staff training, assistance with queries & complaints
- Time management, leave approval, conflict resolution, editing of staff work in line with claims leakage
- One on counseling with staff
Recoveries Salvage Technician at SA EAGLE INSURANCE ZURICH (BRYTE INSURANCE) (2004-05 – 2008-12)
Reason for leaving - relocated to Gauteng
- Recoveries, third party claims
- Liabilities on motor and non-motor claims commercial and domestics
- Register third party claims negotiate with third parties and attorneys
- Settlement on app base on case law
- Keep in check estimates and diarized files as well as loss codes for each claim, which are registered
- Minimizing claims leakage
- Keeping stats reporting to management for targets to achieve
- Special portfolio peninsula beverage
- Managed claims on paperless system
Claims / Recoveries Clerk at OLD MUTUAL INSURANCE - PAARL BRANCH (2003-04 – 2004-06)
Reason for leaving - better prospects
- Recoveries, third party claims
- Liabilities on motor and non-motor claims commercial and domestics
- Register third party claims negotiate with third parties and attorneys
- Settlement on app base on case law
- Keep in check estimates and diarized files as well as loss codes for each claim, which are registered
- Keeping stats and reporting to senior management
- Minimizing claims leakage
- Successfully completed the Multisure / Multimark II exam
Legal Officer at SANTAM INSURANCE COMPANY (2000-06 – 2002-01)
Reason for leaving - retrenched
- Dealing with guardian run-off/managing recoveries
- Third party claims, motor & non-motor claims, liability claims
- Dealing with assessors, attorneys, tracers, clients, third parties / authorization mandate was increased to R150 000.00
- Settling TP claims on app. Based on case law in keeping monthly stats reporting to management
- Supervising GNI staff
Legal Officer at GUARDIAN NATIONAL INSURANCE COMPANY (1998-07 – 2000-06)
Reason for leaving - GNI MERGED WITH SANTAM
- Dealing strictly with recoveries & third-party claims (settlement), based on app and case law
- Authorizing payments/authorization mandate R15 000.00
- Handled heavy haulage portfolio from recoveries to settling third party claims/dealing with third parties, assessors, clients, attorneys, tracers
- Dealing with my own portfolio (clients), others insurance companies
- Appointments of attorneys to issue summons/defending third party actions
- Supervision & guidance of staff attending to queries & complaints
- Keeping monthly stats
Claims Negotiator at GUARDIAN NATIONAL INSURANCE COMPANY (1996-06 – 1998-06)
Reason for leaving - transferred to cape town - more job opportunities
- Registering claims, motor and non-motor commercial & domestic/recoveries & settling third party claims
- Dealing with third parties, clients, assessors, attorneys, tracers/handling claims from inception to completion
- Including liaising with all service providers motor & non-motor claims
Claims Negotiator at COMMERCIAL UNION INSURANCE COMPANY (1993-11 – 1996-05)
Reason for leaving - Domestic insurance certificate
- Registering motor & non-motor claims/dealing with assessors, attorneys, tracers, clients, third parties up to settlement/managing own recoveries
- Liaising with all service providers motor & non-motor claims
- Attended to peninsula beverage motor commercial portfolio
Claims Negotiator at SANTAM (PTY) LTD (2003-01 – 2003-05)
Temporary/Contract Position
- Registering of claims and the settlement thereof
- Appointing of assessors, negotiators, and specialist investigators on both motor and non-motor claims commercial & domestic
- Payments and negotiating of settlement with clients and assessors and preparing files for the legal branch
- Double checking estimates and diary systems with a view to minimizing claims leakage
- Assisting with backlog
Legal Officer at SANTAM (PTY) LTD (2002-06 – 2003-01)
Temporary/Contract Position
- Handling recoveries, third party claims/ dealing with clients, third parties, third party attorneys, own attorneys, assessors, tracers, other insurance companies
- Settlement of claims based on app & case law
- Assisting with backlog
Claim Negotiator at RISK BENEFIT SOLUTIONS (2002-04 – 2002-04)
Temporary/Contract Position
- Handling motor & non-motor claims
- Commercial domestic claims, assisting with backlog
Claim Negotiator at RISK BENEFIT SOLUTIONS (2002-02 – 2002-02)
Temporary/Contract Position
- Handling motor & non-motor claims
- Commercial domestic claims, assisting with backlog
