Contract Work: Claims And Client Portfolio Management
Adelaide, Australia
Contract work Spotless AustraliaMy role was split into invoice processing (accounts receivable) and dispatch of contractors.• Efficiently and accurately dispatched work orders through Spotless Works Management System.• Placed orders with subcontractor(s) in line with client’s requirements (priority based pipeline).• Created and maintained positive relationships with internal and external stakeholders – providing exceptional customer service – assisted with the agency, subcontractor and facility management enquiries.• Investigated claims and invoices (AR), performed compliance checks due to regulatory environment.• Worked within established policies and procedures & minimised claim errors as well as ensured KPI deliverables.• Performed ad hoc admin duties – maintained and managed subcontractor (supplier) data in CRM system, updated notes when appropriate.Aon Risk SolutionsClient portfolio management role. • Managed key stakeholder relationships (insured clients and businesses , underwriters, assessors) and enhanced the client experience • Designed appropriate servicing solutions and insurance programs, monitored and reviewed existing processes.• Assisted in developing and executing the client service strategy.• Identified revenue enhancement opportunities within a designated portfolio. • Provided day-to-day client service in support of senior client managers.• Delivered on our compliance and operational guidelines including reporting, file audit, debtors, adherence to broking strategies, pricing discipline and responsiveness to client requests.• Worked in Customer Relationship Management Systems and MS Office to enable integration of quantitative and qualitative data on our clients.