Caitlin Pottier

Experience

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  Rob Mitchell Brokers

  Mar 2012 - Jan 2014

  Personal Assistant / Client Services

  Responsible for liaising with clients, dealt with short/long term life and medical insurance. Answered all client calls and queries. Managed and maintained relationships with new and existing clients and liaised with insurance companies for said clients. Compiled quotes for life cover, policy surrenders, changes and cessions. Ensured the company was compliant with FICA and audit ready. Ordered and purchased office supplies and assisted owner wherever necessary in business decisions.

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  Grindrod

  Jan 2014 - Feb 2015

  Risk Claims Clerk

  Responsible for assessing and investigating claims adhering to the GLA standards. Had a good understanding of damage valuations, cause and assessed what could be repaired/replaced. Ability to negotiate costs for damage with suppliers. Issued, processed, and updated orders on internal applications as well as preparing monthly reports for finance department. Communicated with dealers and was able to understand their behaviours to assess situations and outcomes. Analysed and evaluated weaknesses endured in the auto business and formulated resolutions.• Reduced the claims overload within 3 months for the previous 4-year period prior to job commencement• Negotiated and lowered costing for repairs for most of our claims• Formulated plans with manager and team to reduce risk for all vehicle transportation especially luxury vehicles and managed to reduce damages that year Show less

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  Munro Consulting Actuaries

  Jan 2016 - Sept 2016

  Client Consultant

  Responsible for maintaining and improving customer satisfaction...

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  Independent Actuaries & Consultants (Pty) Ltd

  Sept 2016 - Jan 2021

  Delictual Client Manager

  Responsible for providing timely resolutions to customer complaints and investigating corrective actions to strive for continuous improvement. Reviewing service levels and seeking continual improvement to benefit both the company and customer. Managing, motivating and developing staff for providing excellent customer service. Monitoring of team’s performance, company work patterns and acting as point of escalation for any issues the team is unable to address. Ensuring operational efficiency within the company. Show less

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  Network Migration

  Aug 2022 - now

  Senior Immigration Client File Manager