Jason Pan

Experience

• 

  Dr Pan's Surgery

  Jan 2015 - Dec 2018

  Medical Receptionist

  • Managed administrative and digital aspects of the practice, enabling the practice principals to concentrate on providing core medical services• Fixed technical problems with computers, medical software, printers, and other technology• Liaised with patients in a compassionate and professional manner, upon their arrival, during their visit and over the phone• Responsible for completing financial transactions; handling cash, EFTPOS, and other electronic payments

• 

  TAL Australia

  Mar 2021 - Jan 2022

  Claims Service Consultant

  • Provided excellent customer service by handling inbound and outbound calls to lodge claims for funeral, life insurance and income protection policies on internal insurance software such as ILSA and CARE• Analysed business processes to design a call flow and procedural guides which enabled claims services consultants to gather the information needed to make a claim whilst making conversations with claimants seamless and natural. • Collaborated with case managers to provide claimants with information regarding their claims and togather medical and employment related particulars to assess each claim against their corresponding policy terms• Appointed delegated authority in a team of 8 people to process and pay out funeral claims worth up to $15,000 Show less

• 

  Netwealth - See Wealth Differently (ASX:NWL)

  Jan 2022 - Feb 2023

  Investor Services Officer - Redemptions
• 

  AustralianSuper

  Feb 2023 - now

  Graduate