Megan Robb

Experience

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  Prosperity Funeral Advisors

  Jan 2012 - Jan 2013

  Assistant
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  Prosperity Funeral Administrators

  May 2012 - Aug 2013

  Administration and Claims Consultant

  Capturing new policies onto the systemProcessing claimsLiaise with sensitive clients after losing their loved onesEnsure the group scheme administration is up to dateLiaise with underwriters about queriesHandle client queries via telephone or emailAssist with Ombud investigations/ complaintsLiaise with Group scheme owners regarding administration updates and claims

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  One Stop Memebership Administration

  Sept 2013 - Oct 2014

  Claims Manager

  Managing a team of consultants to liaise with clientele and asses claims on a daily basisAnswer client queries via telephone and emailAsses & process claimsManage Group scheme reporting to the underwriter on a monthly basisLiaise with group scheme owners to manage claims and administrationLiaise with forensics department on high risk claimsAssist with Ombudsman queriesAssist Group schemes with reporting on a monthly basisWorking in excel for reports on a daily basisCalculate commission for group schemesAssist retentions department with cancellation reportsLiaise with IT department for system queriesLiaise with retentions department for system queries and assist where possibleLoading of new consultants onto system and allocating restrictionsAttend monthly meetings to report back to underwriter on group scheme progress and problem areasAssist in claims assessment for exgracia payments and special requestsReport on premium income bank account to allocate premiums to members and GroupsReport on claims ratios and premium income of groups schemesDelegate tasks to consultantsContact 'problem' clients with regards to claims requestsAssist training group scheme clients with administration on the systemDatabase management for importing onto the system from old systemsCreating products on the system to accommodate new business requirements Show less

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  Prosperity Funeral Advisors

  Jan 2016 - Mar 2019

  Claims Manager

  Managing a team of 4 consultants to liaise with clientele Answer client queries via telephone and emailManage Group scheme reporting to the underwriter on a monthly basisLiaise with group scheme owners to manage claims and administrationAssist with Ombudsman queriesWorking in excel for reports on a daily basisLiaise with IT department for system queriesLoading of new consultants onto system and allocating restrictionsAttend monthly meetings to report back to underwriter on group scheme progress and problem areasReport on premium income bank account to allocate premiums to members and GroupsAssist Directors with invoicingReport on claims ratios of groups schemesDelegate tasks to consultantsContact 'problem' clients with regards to complaints Show less

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  Insure Africa

  Apr 2019 - now

  Funeral Department Manager

  Data cleaning for system migration Product testing/costing analysis Managing a team of consultants to liaise with clientele Answer client queries via telephone and emailManage Group scheme reporting to the underwriter on a monthly basisLiaise with group scheme owners to manage claims and administrationAssist with Ombudsman queriesWorking in excel for reports on a daily basisCalculate commission for group schemesLiaise with IT department for system queriesLoading of new consultants onto system and allocating restrictionsAttend monthly meetings to report back to underwriter on group scheme progress and problem areasReport on premium income bank account to allocate premiums to members and GroupsCalculate premium income vs expected income for invoicingReport on claims ratios and premium income of groups schemesDelegate tasks to consultantsContact 'problem' clients with regards to complaintsAssist training group scheme clients with administration on the systemDatabase management Creating products on the system to accommodate new business requirementsProduct quotations and creation Show less

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  InsureAfrica Underwriting Managers (Pty) Ltd

  Apr 2023 - now

  Finance Manager