Roberta Pillay

Promoted to Complex Claims in 06/2023

Claims Administrator - Broker Solutions Group

(2022-07-11)

Promoted to Complex Claims in 06/2023

• Fast track claims, ie: windscreens, geysers & single items
• Validating claim information
• Checking cover in place and premium paid to date
• Request alternate replacement quotations from insurer approved SP
• Drawing up AOL's
• Authorising Glaziers, plumbers and other SPs
• Diary follow up
• Updating estimates
• Loading payments
• Batching of claim payments
• Appointing assessors, investigations, requestings LVAs
• Checking reports
• Authorising repairs, drawing up AOLs
• Requesting salvage collection/NATIS requests
• Updating brokers on a daily basis
• Ensuring estimates are zero and settled when claims are fully paid
• Request rejections and send out rejection letters from insurers
• Email underwriters to amend policies if items needs to be deleted, address amended, vehicle/item details amended

Claims & Underwriting Administrator - U-Choose Insurance Brokers

(2019-05-30 - 2021-12)

• Registration of all claims with various insurers from start to finish
• Current file updates
• Assist Walk In Clients
• Liaising with insurers, assessors, panel beaters & clients
• Diary
• Sending out AOL's, assessor's reports, authorisations to clients
• Produce reports when required
• Attend to daily administration routines
• Requesting New Business Quotations and suitable rates from various insurers (Domestic, Commercial, Truck & GIT)
• Review Insurance Application – assess clients background information & financial status (claims history)
• Analyse Proposal Forms
• Assist Walk In Client
• Assist clients with cancellation of previous insurance policy
• Analyse New Policy Documents against proposal form
• Sending out New Policy Documents to clients
• Renewal Policy – Prepare renewal portfolio before the renewal date, present new terms to client and send out renewal policy document
• Negotiate terms & rates with insurers
• Policy Endorsements/Amendments
• Liaising daily with clients & insurers
• Keep detailed record of policies & decisions made
• Dairy
• Premium invoice & premium breakdown when requested
• Unpaid Premiums

Administration – Assistant to financial advisors - All Gen RISC - Liberty Franchise

(2017-02 - 2019-05-27)

• Liaising with clients
• Liaising with Head Office and other insurers
• Sort, check and upload fully completed new business applications
• Check outstanding new business and underwriting requirements daily to drive the process of issuing of business
• Dealing with all after sale servicing matters such as unpaid premiums, changes to banking details, beneficiary changes and any other relevant amendments
• Processing disinvestments & section 14 transfers
• Assisting the short term and medical aid broker with queries
• Cold calling
• Arranging appointments with clients
• Diary
• Relieving the switchboard operator
• Obtaining client's portfolio via Astute

Receptionist and thereafter promoted to customer care - Durban Panel Beaters

(2014-02 - 2017-02)

• Answering the switchboard
• Quotations
• Registering claims on behalf of clients
• Liaising with insurance companies, assessors & car hire companies
• Updating clients on progress of their vehicle repairs
• Attending to client queries and resolving same
• Confirming applicable excess
• Receiving authorisation & Making Jobcards
• Booking in vehicles
• Releasing vehicles
• Sending reports to dealerships when required

Claims Administrator - Peter Christie Insurance Brokers

(2010-03-01 - 2013-02)

• Processing Claims (Commercial & Personal)
• Register Claims with various insurers
• Liaising with various insurers and clients
• Legal: Recoveries & Third Party Claims, Attorney & Investigation Matters
• Appoint & Manage Assessors
• Analysing & Processing assessors reports
• Claim payment bordereaux
• Sending AOL's & processing claim payments

Class of Business - Short term insurance commercial & personal lines - Moonstone Business School of Excellence

Regulatory Examination - RE5 - Moonstone Business School of Excellence

Short Term Insurance - 30 credits - Invuya College

Grade 12 - Wingen Heights Secondary (2009)